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

To: Roads End who wrote (18545)2/28/1998 10:50:00 AM
From: WTSherman  Read Replies (3) | Respond to of 97611
 
I'm not a CPQ owner, but, I see an awful lot of short term risk in this stock related to DELL's marketshare gains and the Digital takeover. The history of such large takeovers, especially between two very different cultures is that they take a very long time to pay off, if ever. Digital will be a huge drag on CPQ for at least two years, beyond that if CPQ management is really on top of things it may turn around, but, that's speculation.

Corporate mergers on this scale are immensely complex and prone to failure. Can anyone give me a good example of one that showed positive results in the first two years, especially in the high tech industry?



To: Roads End who wrote (18545)2/28/1998 11:32:00 AM
From: John Koligman  Respond to of 97611
 
Reichers - I wouldn't write off web sales too easily. Last I heard, Cisco was doing over a billion a year in sales (last year) over the web, and it wasn't to consumers. I think Dell already has special sites for corporate use, and you can bet they will expand on it and do quite well with it. It could almost become a direct model version of EDI...

John


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