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Technology Stocks : Hewlett-Packard (HPQ) -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (88)	5/7/2002 10:45:54 AM
From: MeDroogies	Respond to of 4345

I didn't like the merger, but as time went on, I realized it was essential to both companies to see it through. Not killing it early was the problem. By letting it drag out, it became imperative, or both companies would be badly wounded. Wally was an ass for not speaking up earlier. His later claims about being "for" HWP as a standalone were pale medicine when one considers the damage he did with his attacks on the management (don't start a "who started it first" argument....Wally didn't have to stoop to dirty pool if he didn't want to). Once it was clear to him that it would pass...he should have backed off. I agree that Enron's employees lacked a similar democratic institution, and that generally speaking the process was healthy. What isn't healthy is the acrimony that Wally produced by stepping forward late in the game, and spouting his venom. His "business plan" as a standalone company was a joke. I've seen better ones put together by community college students. All he did was attempt to poison the well. Now that the deal is done, I have been looking at the combined company with renewed interest. I think there is more here than people give credit. Services do spawn quite a bit of extra business. CPQ wasn't able to capitalize on much of that because they were in constant flux and under attack from all sides. The combined company shouldn't have as many issues, as they are much larger and (should they put the culture BS to the side) have more to offer. There's no reason why this CAN'T be the next IBM...but, of course, that means people will have to execute.

To: Kirk © who wrote (88)	5/7/2002 10:53:47 AM
From: The Duke of URL©	Read Replies (1) \| Respond to of 4345

"Now, lets get the discussion over to why I should not sell a bunch of my stock now? Without CPQ, I saw HWP as a $25 to $30 stock in 2003 or 2004. Now with the merger, why should I expect HPQ to reach $25 or $30 by 2004?" I do not have the ability to predict short term movements in any stock, but if memory serves, both stocks' prices took a dive both when the merger was announced, in the middle of bad times, and when the litigation was announced. Bad times are still here, but the other two factors are now gone so the price should regain the approximately 30% it lost in very short order. Gentlemen, man your calls. Or should that be, Gentlepeople, person your calls. ? :)