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To: Tony Viola who wrote (75169)	3/21/2002 4:48:40 PM
From: TGPTNDR	Respond to of 275872

Tony,Re: < Listing them makes you wonder why Compaq needed to do this.> I continue to think the better move for everyone ( except the CPQ shareholders short term ) would have been for CPQ to buy the PC biz from HP. tgptndr

To: Tony Viola who wrote (75169)	3/21/2002 8:30:43 PM
From: hmaly	Respond to of 275872

Tony Re...Compaq merger defines the word, they usually try to calm their customers by not changing a whole bunch of other things too soon. That depends. In this case, the big reason for the merger is that both HP and Compaq couldn't compete and make money. So their customers were voting with their feet and going elsewhere, mainly Dell and IBM. Their customers were telling them, "We are not paying more for less." And in order to get the merger through, Carly had to promise to make changes to improve their competitiveness. With both their customers and their boards are demanding change, it is likely we will see more rather than less change. <<<<After the merger, it looks like Compaq PCs and Intel based servers win out. <<<<<<<< I believe the Compaq name would be dead, as HP is taking over Compaq; therefore the compaq computers will be renamed and new boxes designed, at the least. In order to save money, both HP and Compaq lines will probably be put under a new name, and manufacturing centralized. While I expect Intel servers to continue for the short term, whether HPQ stays with Intel might be determined by whether the new company can compete on price with Dell. If not, then they will have to figure out a way to give better price/performance; and it won't be easy. AMD might be their best choice to do just that. Listing them makes you wonder why Compaq needed to do this.<<<<< That is because you don't believe change is necessary and good. Both HP and Q needed to make big changes to keep up, and the only way they could afford it was to merge and share costs.