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To: Paul Engel who wrote (47039)	2/3/1998 1:02:00 PM
From: Mary Cluney	Read Replies (2) \| Respond to of 186894

Paul, >>>This positions Compaq for continued sales and growth and gives them a ready-made customer base for high end Merced Enterprise Servers in a year or two when they become available.<<< Are you being a little too complacent about this? What happens if Compaq doubles than triples Alpha sales in the next two years? And Compaq outlines a migration path to higher performance Alpha's? Is this purely paranoia and ignorance on my part? Mary

To: Paul Engel who wrote (47039)	2/3/1998 1:07:00 PM
From: Kirk ©	Read Replies (3) \| Respond to of 186894

Paul I agree with your analysis of DEC/Compaq merger (or buyout). It does remind me of when HP bought Apollo....The results were not good yet they bought for almost identical reasons. Well, HP was already in the workstation business so it should have gone smoother. This "merger" of cultures will be even more difficult. I don't think I'd want to own Compaq now as it tries to digest DEC, but that is my humble opinion and subject to change. 8) My worry is that DEC is a boat anchor bringing down Compaq's short term numbers. more at suite101.com suite101.com regards Kirk out