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

To: KAD who wrote (16328)	2/3/1998 12:23:00 PM
From: John Koligman	Respond to of 97611

KAD - Thanks for the article. It backs up the discussions many of us have had on the tread in regard to how much cash CPQ is 'really' laying out here. It seems that this transaction is pretty close to 'cash free' for CPQ if you dig deep enough into DEC's balance sheet. The thing I like is that when all is said and done it looks as if CPQ will still have a cash hoard not much smaller than that prior to the DEC purchase.... John PS - As we all know, the Street can be a funny animal. One week they might not 'like' the merger, then analysts all of a sudden might start 'touting' it as being visionary (after their firms have loaded up on the stock, of course). I think Intel is a good example, a couple of weeks ago the word was lower ASP's, PII not selling, etc. etc. Of course the stock promptly moved up 15 points. With INTC and CPQ, when Merced gets closer, just watch them move...

To: KAD who wrote (16328)	2/3/1998 12:31:00 PM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 97611

KAD...CNBC just had a guest analyst on from Credit Suisse First Boston who confirmed that they like technology issues and ESPECIALLY the box-makers. She wouldn't mention names, because she was not allowed to by a very conservative employer, she said, but I think we know one that she WOULDA mentioned. Stephen

To: KAD who wrote (16328)	2/3/1998 12:42:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 97611

KAD: Good stuff and a great job. Thanks for brining it to our attention,much obliged.

To: KAD who wrote (16328)	2/3/1998 2:35:00 PM
From: Stonehenge	Respond to of 97611

How I love this. Thanks Kad.

To: KAD who wrote (16328)	2/3/1998 4:40:00 PM
From: Thomas Dremel	Read Replies (2) \| Respond to of 97611

KAD, thanks for the article from Credit Suisse. Wall Street is obsesses with EPS and growth rates. I think the article points out to the fact that CPQ is paying much less than 9.6 billion for DEC. The DEC deal is a good deal! Improvement in inventory turns and reducing DEC's aging of A/R's are definitely in the cards. CPQ has made dramatic improvements in these financial areas over the last couple years - it's plausible they can do some of the same at DEC. Tom D