Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Patrick E.McDaniel who wrote (26016)	12/21/1997 11:34:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Patrick, GTW does not have DELL's manufacturering model. CPQ does not have it either. If CPQ took over GTW , I think Waite will be gone with his money. The merger could be messy. There is a lot of product overlap that would need to be eliminated. It is hard to say what this would do to CPQ stock price. But I expect CPQ stock price to rise anyway. Perhaps to $75-80/share. CPQ has a mixed model marketing and manufacturering and service now. I expect their administrative expenses to go up while DELL's continues to decline. Jim