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

To: Nick who wrote (18861)	3/2/1998 11:11:00 PM
From: Adwiz	Read Replies (5) \| Respond to of 97611

Negative WSJ Article on CPQ/DEC Merger I'm sure it didn't cause the drop today, but a negative view of the DEC acquisition on the op-ed page of the Wall Street Journal this morning didn't help any either. In "Manager's Journal," Gary Hamel wrote an article entitled, "Will Merger with DEC be Compaq's Last Hurrah?" The gist of his clearly flawed logic is that Compaq (and other "former" industry visionaries such as Microsoft, Sun, and Intel) has lost its edge and is reduced to buying other companies as a "safe" approach to growth. Quoting from the last sentence, "If this merger signals a retreat to safety, it will be remembered not as the birth of a new industrial star, but as the flaring of a dying one." Mr. Hamel is chairman of Strategos, a Menlo Park, California-based strategy, research and consulting firm and a visiting professor at the London Business School. Further proof of the old adage, "those who can't...teach and "those who can't teach...consult." This guy does both, so he's in a category by himself --clueless. Just my opinion, of course.