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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: Crossy who wrote (3151)	3/19/2002 2:18:56 AM
From: Crossy	Read Replies (1) \| Respond to of 37387

re: HWP/CPQ (partially OT because boxmaker not semi) ok, here's my spin on it.. For sharesholders of HWP the merger is a TERRIBLE idea. For power-hungry executives they love the associated perks of incrased sales. IMHO, all CPQ does offer is a commodity brand. Maybe some value in midsized enterprise servers but nothing that couldn't be replicated with COTS (Commercial off the shelf componentS). IMHO little that CPQ offers is scarce, not replicable or causal ambigous enough to stand on it own. HWP's strengths .. semi effort with Intel, their own RISC designs and especially their PRINTER offerings are NOT SO EASY to duplicate. Buying market share is a terrible idea from a shareholder value perspective.. IF you follow the ressource based view on enterprise strategy you immediately can deduct that HWP will thrive standalone while CPQ certainly won't. All HWP would acquire is essentially a "BRAND" that resonates well with managers while HWP is more on its turf with engineering types. Is that brand really worth BILLIONS if all the components they offer are available in a GENERIC way ? The Hewletts were right in ANY ASPECT to diss this idea. I hope Ms. Carly Fiona will not get their plan thru. Another attempt to gain power at the expense of shareholder value. Not ! Kudos for Hewlett Foundation. Keeping my fingers crossed for today - for your efforts. Enough is enough.. ! CROSSY