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

To: StockMan who wrote (15003)	1/26/1998 3:01:00 PM
From: StockMan	Read Replies (1) \| Respond to of 97611

The big winner of the CPQ/DEC deal is Intel and Microsoft. CPQ gets a faster way to move its servers into the enterprise!!! Stockman

To: StockMan who wrote (15003)	1/26/1998 3:48:00 PM
From: Steve Porter	Respond to of 97611

Stockman, "It takes a lot of time (2 years) to set up a world wide service organization. CPQ with DEC is hoping for a quick way to have it." But it will take at least half that long to properly integrate dell. Another aspect that is worrisome is the fact that the deal cost $9.6B and then add another god knows how much for buy-outs and integration charges and you are very esasily looking at $12b if not $15b (by the time you figure lost interest, etc.).. Steve Cyrix/NSM Rule!