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

To: Elwood P. Dowd who wrote (16179)	2/2/1998 3:48:00 PM
From: Satyr	Read Replies (1) \| Respond to of 97611

Some time after THE FALL <GGG>

To: Elwood P. Dowd who wrote (16179)	2/2/1998 3:56:00 PM
From: Thomas Dremel	Respond to of 97611

I think the DEC announcement has certainly hut CPQ's price over the short term. The market doesn't like risk, and the DEC merger has plenty of risk. The question I have is what CPQ mngt. will do to turnaround the DEC business - they haven't been able to do themselves for years. In the long term I have confidence the CPQ team will be able to integrate DEC and make it a more efficient business. They should be announcing big layoffs of upper DEC management once the deal is finalized. Patience, patience... long term investors will win. Traders beware. Tom D