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


To: John Biddle who wrote (16420)2/3/1998 4:55:00 PM
From: StockMan  Read Replies (1) | Respond to of 97611
 
John,
Re -- DEC's direct sales...

Having two avenues (direct and indirect) will cause problems with CPQ's channel partners -- even if the brand is different. furthermore using a different brand does not take advantage of CPQ's economies of scale.

The most likely scenario for DEC's PC business, is to take what CPQ doesn't have (products) and dispose of the rest.

Stockman