Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Elwood P. Dowd who wrote (93664)	11/9/2001 2:47:28 PM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 97611

Re: Break up fee by: gabe2010 (39/M) 11/09/01 02:17 pm Msg: 260719 of 260723 Vibroni. Things always appear more dramatic. Some thoughts below. 1) CPQ is undervalued by all standards, Niles says server business alone is worth 8$ per share. Add 2.5$ cash per share plus the storage and the services and the handheld/pc businesses. 2) The financials are sound. The LT debt is absolutely minimal. 3) No indication business is affected anymore than for other techs, i.e. the USPS contract, sunw and emc problems etc. 4) The Packard Foundation which controls more than 10% of the HWP shares will be making a decision when the proxy is released. If the pc business is tracked, hwp will be buying cpq for its cash and server business at a profit. Niles puts the chances at 75% if the pc business is tracked. IMO the foundation is well advised. It may even be buying cpq shares now even though a decision has not been reached. 5)If CF had the guts to become HWP CEO, she surely should have secured their support