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


To: Mohan Marette who wrote (25852)12/19/1997 4:37:00 PM
From: Meathead  Respond to of 176387
 
GTW market cap about 4.5 Billion... CPQ cash about 6 Billion.
Hmmmm. GTW may realize their doomed and talk turkey.
Fits in with Jim's thinking.

Dell counters by buying either CompuCom, Entex or Vanstar.

MEATHEAD



To: Mohan Marette who wrote (25852)12/19/1997 11:10:00 PM
From: jim kelley  Respond to of 176387
 
Mohan,

CPQ is going direct. Buying GTW is a shortcut for them. So it makes since to me. Longer term GTW probably will not make the cut for the first tier, neither will MUEI. They do not have a well rounded management team.