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

To: WTSherman who wrote (18546)	2/28/1998 11:25:00 AM
From: Mike Torrence	Respond to of 97611

I can't. For me it's a bet on EP and his people. They say accretive in quarter 4. It's a lot to swallow in a short time frame but these guys now have the chance to show a doubting investing public how good they really are. Mike

To: WTSherman who wrote (18546)	2/28/1998 12:32:00 PM
From: Maxer	Read Replies (1) \| Respond to of 97611

Can anyone give me a good example of one that showed positive results in the first two years, especially in the high tech industry? You might look at CPQ takeover of Tandem last year. Your comment suggests that you are long on philosophy (which is ok) but short on facts. I think you might not understand what kind of management is at compaq- Very experienced on takeovers.

To: WTSherman who wrote (18546)	2/28/1998 12:58:00 PM
From: Roads End	Read Replies (2) \| Respond to of 97611

GWM.. Since this is the largest merger in the industry no one can give you an example of one that was successful. An analogy would be the buildup of the auto industry though. Hundreds of automakers have come and gone and we are now left with just three. Or look at MSFT. Its history of growth has come in large part from one aquisition after another. In fact that is basically how it started. Or look at Proctor and Gambel, RJR Nabisco, MO, GE, yada, yada, yada. If you want to talk about merging cultures, that is just psycho-babble. An international company in any industry deals with cultural issues daily, within and without the corporate structure. DEC and CPQ have been doing it for years. If you walked into a European CPQ shop would you expect it to have the same cultural aura as the CPQ shop in Texas? Do you think the marketing strategy is different in different countries? Corporate culture differs within the corporation in every corner of the world and it also varies within our own different geographic regions of the USA. It is all Psycho-retoric on this level. You mention DEC as being a drag on CPQ for 2 years. Where do you come up with that one? EP says accretion this year. Do you know something he doesn't?