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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: David Lawrence who wrote (12021)	1/25/1998 8:22:00 PM
From: jhild	Read Replies (1) \| Respond to of 22053

Japan and South Korea at least seem to think that the NFC is going to win. They're starting their Super Bowl rallies early.

To: David Lawrence who wrote (12021)	1/26/1998 9:38:00 AM
From: Moonray	Respond to of 22053

Convergence to enrich data network 3Com Corp. Chairman and CEO Eric Benhamou speaks Tuesday to a gathering of information-technology executives at the Comnet conference in Washington, D.C. As a leading maker of networking products, Santa Clara-based 3Com faces high stakes because the lines of distinction between voice and data telecommunications equipment are becoming blurred. Benhamou shared his thoughts on the topic with Mercury News Staff Writers Jon Healey and Adam Lashinsky. An edited transcript follows. sjmercury.com o~~~ O

To: David Lawrence who wrote (12021)	1/26/1998 12:54:00 PM
From: Moonray	Read Replies (2) \| Respond to of 22053

Compaq to Buy Digital Equipment for $9.6 Bln 12:11 p.m. Jan 26, 1998 Eastern NEW YORK (Reuters) - Compaq Computer Corp. has agreed to buy Digital Equipment Corp. for $9.6 billion in the biggest acquisition ever in the computer industry, the companies said Monday. The bold move broadens Compaq's reach by adding Digital's high-end Alpha chip technology and servers -- machines to link computers into networks -- to its fast-growing personal computer business. Compaq, the world's largest maker of PCs, will issue about 150 million shares of common stock and pay $4.8 billion in cash for Digital, a maker of computers and network systems. ''Compaq is looking to move up into the higher-margin server business and Digital will do that for them,'' said Philip Williams, a market researcher at Dataquest in London. ''It's pretty positive.'' He said the deal was likely to lead to layoffs and possibly a management shakeup in the United States. ''It will be difficult to justify having two management organizations in place and the Compaq style is more aggressive than the Digital style, so there may be cultural differences,'' Williams said. ''There will certainly be areas where the two organizations can't co-exist,'' he said. Compaq, No. 1 worlwide in PCs, is also No. 1 in Europe, with 16 percent market share, according to Dataquest. Consolidation of the companies in Europe will probably proceed more slowly than in the United States, analysts said. Under the agreement, Digital shareholders will receive $30 in cash and 0.945 share of Compaq common stock for each Digital share. Digital will become a subsidiary of Compaq. Compaq said the deal should increase its earnings within a year. ''Customers will benefit from the complementary strengths of both companies,'' Digital Chairman Robert Palmer said in a statement. Compaq President Eckhard Pfeiffer said Compaq would invest to build Digital's service business, its Alpha chip technology, as well servers and software. The deal is subject to approval by Digital shareholders and is expected to be completed in the second quarter, the companies said. Digital stock jumped $11.375 to $56.81 while Compaq fell $1.625 to $30.125, both in late-morning composite trading on the New York Stock Exchange. Copyright 1998 Reuters Limited. All rights reserved. Republication and redistribution of Reuters content is expressly prohibited without the prior written consent of Reuters. Reuters shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon. Anyone think this will Delay/Stop CPQ's acquisiton of a REAL networking company? o~~~ O