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Technology Stocks : HWP -- Hewlett Packard -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (3861)	12/14/2001 3:10:38 PM
From: Jerome	Respond to of 4722

Uncle Frank...absolutely no apologies are needed today or any other day. All these posts are just personal opinions.... HWP posters hate this deal because of CPQ's sorry past performance CPQ posters hate this deal because we feel that CPQ is finally getting on track to be a solid competitor to Dell. Added to the fact that CPQ shares will trade much higher as their game plan evolves. (services, storage, routers, direct sales). CPQ was trading at 13 to 14 prior to HWP butting in, and if they want to end it CPQ gets a nice payday. I don't object to posters attacking my viewpoints....this thing has a way to go to get played out. One thing that favors the intergration is that both CEO's like each other and will do their best to uphold their part of the deal. Everything that I have read says that CPQ has got a better (direct and store) sales model than HWP. Capellas seems best at intergrating all the small details that make a company work while Florina and her board of directors have the better visions about where the company should be headed to avoid stagnation. Regards, Jerome Jerome

To: Uncle Frank who wrote (3861)	12/15/2001 5:27:43 PM
From: rudedog	Read Replies (2) \| Respond to of 4722

Frank - I followed CPQ VERY closely from 1993 until shortly after the DEC acquisition and still track them (I still hold some CPQ shares), I take exception to a couple of your posts. Of Capellas' direct reports, only two staff positions (legal and the CFO) are former DEC people, and there are no Tandem people on the list. Blackmore and Winkler are classic Compaq. Go a level down to the division GMs and you again see mostly CPQ Classic - The former Alpha and Tandem group is run by a former DEC person, and services is a DEC guy also, but that's it. Given that DEC had nearly 500 vice-presidents and CPQ less than 50 at the time of the merger, I'd say that the CPQ bloodline pretty much wiped out the DEC heritage in senior management.