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

To: John Koligman who wrote (15212)	1/27/1998 1:27:00 PM
From: Tom M	Read Replies (1) \| Respond to of 97611

John, thanks for the post. I was a DEC investor & will be building a position in Compaq over time. Glad your post mentioned the biggest misconception that "they paid too much". In reality they're handing over cash (and fresh paper), and then getting the cash back. That's why some DEC threaders don't think it's enough. The stock had held in the 50's a short time back so it seems little premium when it feels like DEC's being purchased with its own cash. Long run this should be great. Regarding someone's concern over being more dependant than ever on Intel, I'd like to point out that Samsung and Mitsubishi are both alternate sources for Alpha and have been very aggressive about shrinking it and increasing performance. Intel will NOT be a sole source supplier on this one. I'd also like to point out that I'd find it unlikely CPQ let Alpha fade away. With Alpha, comes DEC's 64 bit UNIX. 64 bit NT won't be shipping till early 99 as per an announcement last week. (BTW, MSFT's domain name server runs DEC's 64bit UNIX on Alpha). I think the DEC purchase will give CPQ awesome leverage by providing "choice" on OS's & CPU's. IMO, this makes CPQ much more powerful in getting cooperation from both MSFT & INTC. regards, Tom

To: John Koligman who wrote (15212)	1/27/1998 2:27:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 97611

John: Great news and thanks. The best news I have heard since the merger announcement,WOW. So doing some extrapoation here,it looks like in principle it will only cost Compaq some 3.5 billion dollars,as it seems over 63% of the total price of 9.5 billion will be paid by DEC themselves.NOT BAD JOHN,NOT BAD AT ALL. To top it all off, you add the cost reductions,increases in efficiency & productivity,synergies and such esoteric phenomena,I think we are into money here. As for Altavista-hey they can name it whatever they want,I am not even gonna say a word,not even in jest.<<gg>