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

To: Mohan Marette who wrote (17271)	2/12/1998 9:01:00 AM
From: Roads End	Read Replies (1) \| Respond to of 97611

Mohan..Figure this one. Paine Webber just downgraded SUNW based on what the CPQ/DEC deal will do to them. I have to agree with them and this is the reason I own CPQ and sold SUNW when the deal was announced.

To: Mohan Marette who wrote (17271)	2/12/1998 9:05:00 AM
From: Donna Carey	Read Replies (1) \| Respond to of 97611

Mohan, I bought in back @31.50 and have just been lurking here to glean some info. I thought your reaction to the article was informative and rational. Thanks for your posting your opinion. Donna

To: Mohan Marette who wrote (17271)	2/12/1998 11:23:00 AM
From: greg nus	Respond to of 97611

Mo, Here's is a view for you. www3.techstocks.com

To: Mohan Marette who wrote (17271)	2/12/1998 11:26:00 AM
From: F. Lynn	Read Replies (2) \| Respond to of 97611

How does one calculate ROIC?

To: Mohan Marette who wrote (17271)	2/12/1998 12:37:00 PM
From: George Dvorsky	Read Replies (1) \| Respond to of 97611

RE: "DEC's PC business is not all that big, I believe their total pc sales amounted to just a billion dollars or so, and i am confident Compaq will easily handle this problem most likely by integrating the operation into CPQ's PC business. " The DEC PC sales are all direct to corporate customers. The integration tasks I see are getting DEC's costs in line with CPQ's (Compaq should have an easy time of that) and getting the DEC line used to making money.... The first will be easy, the latter difficult but pleasant. gd