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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: stockman_scott who wrote (169066)	3/19/2002 2:04:35 PM
From: D. Plen	Read Replies (1) \| Respond to of 176387

Scott: Do you think that a rejection of the merger would be a win for HP, a loose for CPQ, and a loose for DELL? That is what I am asking myself. As an investor, I like to plot a few moves ahead and invest according to a most-probable scenario. I agree that acceptance of the merger is a loose-loose for HP and CPQ, and a win for DELL, but what about the rejection of the deal? At best it would be business as usual for all parties - fight it out in the market place - where DELL has been winning anyway. I think that DELL might drop a bit if the deal is rejected. We would have both of them as competitors instead of just one. D.Plen.

To: stockman_scott who wrote (169066)	3/20/2002 8:26:59 PM
From: kemble s. matter	Read Replies (2) \| Respond to of 176387

Scott, Hi!! RE: I totally agree that HP getting in bed with Compaq is a lose-lose for all involved (except folks like Carly, The I-Banksers and the lawyers). I have a close friend from Grad School at HP and he claims most employees are VERY UNHAPPY with Carly and her management team. I don't think the marketplace has been pleased with them either. Their lack of focus and distraction has helped DELL (and IBM) though...=) Awhile back I wrote about a parent of a boy that wrestles for us...He works and has for many years in East Fishkill...He has visited HWP for years and has made numerous friends there...Well, his sentiment is precisely what you are portraying above... Best, Kemble