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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?


To: John Koligman who wrote (8296)10/31/1997 11:53:00 AM
From: Harry Landsiedel  Respond to of 97611
 
John Koligman. Re: CPQ & SGI. I think CPQ buying SGI would be as smart as them buying Apple. The world has moved on and SGI hasn't. I think now that DEC has sold their alpha chip foundry to Intel, it is just a matter of time before the rest goes to a Wintel maker.

I think CPQ is bound to be the right partner. DEC handles service for CPQ now, and at the right time CPQ could bring that in house and get all of DEC's customers at the same time.

With DEC's price up 40% since the Intel suit, now is not the time. The next time DEC stumbles, the time will be right. JMHO

HL



To: John Koligman who wrote (8296)10/31/1997 3:33:00 PM
From: Rosemary  Read Replies (3) | Respond to of 97611
 
John,

Everywhere I go lately, all I see is CPQ is not talking to us about anything. Let alone a buyout or a merger, or anything. There was just an article today saying, not us.

Since we know the lady doth protest too much, and they want to split their shares again, and they are always in competition to get the business market, it will have to be there. So what do they need to stay on top? What will bring them into the 21 century with a bang? Besides low cost notebooks? I don't know what it is, but they do.

Is this SGI thing a rumor? I can't believe we would encourage rumors by giving them any credibility by talking about them here.