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

To: Carl Wysocki who wrote (15113)	1/26/1998 9:27:00 PM
From: Bazmataz	Read Replies (1) \| Respond to of 97611

Anyone else worried about the fact it only took "two weeks" to arrive at the actual deal? To me, this suggests a lack of adequate preparation and thought. I know, they were talking about this for at least two years, but to have so much happen in just two weeks in my mind suggests inadequate think-through. Anyone? BC

To: Carl Wysocki who wrote (15113)	1/26/1998 9:35:00 PM
From: Nazbuster	Read Replies (2) \| Respond to of 97611

Compaq is acquiring a poorly managed company and needs to turn around the operations and expand the business. Hasn't CPQ shown they can do this with their own operations? Steve, (are you there?), how well do you think CPQ will be able to apply the process improvements they have implemented over the years to the DEC manufacturing and corporate environments?

To: Carl Wysocki who wrote (15113)	1/27/1998 1:35:00 AM
From: ed	Respond to of 97611

Before the acquisition , CPQ is eating IBM and HWP's lunch in their front yards; after the acquisition, CPQ is eating IBM and HWP's lunch at their back yards, the core business of both IBM and HWP.

To: Carl Wysocki who wrote (15113)	1/27/1998 11:26:00 AM
From: otter	Respond to of 97611

Carl, thanks for the thoughts...... Now, I'm going to go negative in the hopes that it sparks some discussion (I HOPE that what I'm going to say doesn't prove to be true) We have an old (as it goes) East coast establishment company being bought up by an agressive Texas company. The potential for significant culture clash is strong. We have a Wintel company buying another whose UNIX non-proprietary systems are at the end of the day - proprietary. Technology clash. We have a company moving to a BTO model buying another whose technology supports dedicated local infrastructures. Differences in sales and support philosophies. A company whose customer base is retail and institutional (but focused on business users) buying a company whose customer base is technological - back office (a big characterization - but more true than not) So. If my characterizations are more true than not....... Just how does Compaq delete the overhead that comes with the core asset, and how does it incorporate core assets into the company?????!!!! My thoughts without any particular insights into either company are that unless these questions can be answered, the risk is that Compaq becomes #1 in volume and a whole lot less than that in net revenue. Thoughts, comments, anybody??