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Technology Stocks : Digital Equipment Corp. (DEC) -- Ignore unavailable to you. Want to Upgrade?

To: Tom M who wrote (2689)	1/8/1998 2:26:00 PM
From: Glenn Norman	Respond to of 3276

Yo_Tom............................Glad to help out. I am on the DEC thread daily every day for over a year as I trade in and out of DEC. It just happens that this is the first time in all the time I have lurked the thread that I have had something worth posting! Cheers-Norman!

To: Tom M who wrote (2689)	1/8/1998 2:41:00 PM
From: Tom M	Read Replies (1) \| Respond to of 3276

That's enough uncertainty for me, this DEC bull's out for now (kept 100 because I just have to hold common if Palmer ever gets the boot). Still great potential for DEC's future but guaranteed uncertainty for a while now, IMO. What if: - there goes "all that cash" - and future discounts until a new settlement - new settlement is years in comming/lawsuit/money - DEC gets fab/leadweight back - Has to re-motivate engineers who they planned on abandoning to Intel (or those who couldn't go) - Savings from personnel who were going to Intel eliminated I can't think of much of a plus side to this development unless they say Intel has to pay the original $3B figure. I thought DEC would have a strong chance of making a dent this year but with this added to the Asian earnings question, I'll wait for the report with earnings. The investigation has dragged out Intel's Chips & Technology acquisition and therefore CHPS shares since last summer, I just don't have a good feeling this will be resolved too quickly. good luck all, Tom