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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (143112)	3/8/2002 12:31:15 AM
From: Dinesh	Read Replies (2) \| Respond to of 1579896

Ted, I am still not convinced that HP and Compaq will pay off. Remember Burroughs and Sperry a/k/a Unisys. NCR and AT&T. We know about Compaq/DEC. It may be that hardware is harder to integrate than software. The real synergies here are in economies of scale. And, shared databases. At least this is what we have been told. Lets see how long it takes to merge the mail system first... But Carly is no Gerstner. For one, she's all vision, which I suspect is a hard thing to do at $80bln of revenue. For another, she looked like a meanie mudslinger which is not so inspiring. Hewlett was only guarding his $$$, director or not, and that's natural. All of course JIMHO. Re Sun. I guess I was fortunate to be out in good time. But if it does turn into a mere boxmaker, I suspect its cost structure isn't right, so margins won't be great, and the P/S will need to come down. But I was actually musing here about the impact of HPaq on Sun (and converse). regards -D