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

To: stockman_scott who wrote (169102)	3/21/2002 8:22:45 AM
From: rudedog	Read Replies (3) \| Respond to of 176387

Scott - I'm not a big fan of the merger, but I can see why it looks good on paper. I think that the Compaq brand, which never lost the "boxmaker" image, has value in the commercial PC space. HP's does not have great value in that market. Consumer PCs is a horse race, but if Compaq is the "PC' brand, it probably should be the consumer brand as well. The iPaq brand has value in the handheld and gadget space. Compaq clearly has the better server products, but I would think that the HP brand with a ProLiant sub-brand would be what they go with, and all HP branding for the rest of the lines. I don't think that the branding or product mix is what will make or break this merger. It is the willingness of managers to make the tough calls and execute. I have not seen that will in either CPQ or HP recently, and neither company has done well with mergers. But as I said on another thread, the first few months will tell the tale. If they screw it up, that is great news for DELL. If they do well, it just means more business as usual for DELL. A successful merger might allow HewPaq to hold its own, but not at DELL's expense - it would be the rest of the field that would suffer.