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

To: Jim McMannis who wrote (14907)	1/26/1998 10:15:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 97611

Next thing you know Wall Street will be out in force downgrading CPQ and then when the unsuspecting investors have dumped the stock on the cheap at a loss,wouldn't you know they will back with their 'buy' recommendations. Jim: Since when does Wall Street know anyting about business,let alone computer business <<gg>>.Their main objective is to rip-off customers/investors coming and going,no?

To: Jim McMannis who wrote (14907)	1/26/1998 10:15:00 AM
From: John Koligman	Respond to of 97611

Jim, One reason IBM and HP are successful in the enterprise is that they have the people in sales and service support to back the systems up. CPQ has stated they are going after the enterprise in a big way, and they don't have the support infrastructure (people) today. DEC has a large service/support arm, and I think that is what CPQ wants. Remember, DEC as a hardware company has pretty much been gutted, they sold Alpha to Intel, and their networking arm to Cabletron. It's obvious that Palmer (CEO), was prepping the company for sale. Also, if you look at IBM's growth, most of it over the past few years has come from their services arm, so this business is a strong one. With Merced coming out not too long from now, CPQ management is positioning the company for continued enterprise level growth... John

To: Jim McMannis who wrote (14907)	1/26/1998 10:16:00 AM
From: Andreas	Read Replies (3) \| Respond to of 97611

To Jim, CPQ down $2 1/8!! Acquisition of DEC will take a major bite out of cpq's eps growth for 1998. Opinion mongers are saying cpq overpaid and deal is obviously dilutive to cpq shareholders. I guess that's what happens when a company has $6+ billion in cash. Peter Lynch wrote in his book "Beating the Street" to watch out for companies in the acquiring mode because they tend to buy solely for the sake of growth (at any cost)

To: Jim McMannis who wrote (14907)	1/26/1998 10:22:00 AM
From: Rob Rob	Read Replies (2) \| Respond to of 97611

To all: Dec had about 2 1/4 billion dollars in cash before this deal. Does Compaq now own the rights to this? I believe they do. They still have money to grow through acquisition and/or internal investments. Rob Rob