Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: James R Mohr who wrote (15572)	1/29/1998 9:17:00 AM
From: Johnnie W.	Read Replies (3) \| Respond to of 97611

An analysis showing why CPQ/DEC is a great buy! CPQ has around 160 million shares outstanding that earn $1.19/share. It will issue 150 million more shares to acquire DEC and each DEC share now makes $2.10 per share. This averages $1.19 + $2.10/2 = 1.645 per share. Although there will be some initial merger charges these may be immediately offset by accretion and corporate growth (i.e., just look at the Tandy deal, etc.) So given a growth rate of 30 % the stock is worth 30 x $1.65 = $49.50. END OF STORY! ANY COMMENTS!

To: James R Mohr who wrote (15572)	1/29/1998 10:41:00 AM
From: Tom M	Read Replies (1) \| Respond to of 97611

>>are Alpha servers that much/any better than Merced???<<< Which Merced servers are you comparing to which Alpha servers? No offense, but you're comparing Apples to vapor at this point, and for probably the next 1 1/2 to 2 years in any reasonable volume. Current Alpha performance specs already beat planned Merced specs. Intel has already mentioned their second generation Merced will be the real performer. CPQ should be able to sell a ton of Alpha NT workstations and servers while we're waiting for Merced (DEC's marketing blew this), and then can offer Merced boxes. The consumer will be able to choose the CPU and OS (CPQ 64bit Unix or MS NT etc) that best fits their task. Imagine what an Intel Alpha shrunk to .18mu wired with IBM's new copper process could do while we're waiting for Merced! (not saying this combination with IBM's process has been seen in print, I just like the potential) regards, Tom