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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Proud_Infidel who wrote (16969)3/3/1998 9:00:00 PM
From: nnillionaire  Respond to of 70976
 
>I don't think WS currently likes the idea of taking over a troubled co. and fending off Dell at the same time. Can anyone explain why they are attracted to DEC?!?!<

It seems foolish to me. If they want to be IBM, they better be ready for that 19 p/e. The CPQ-DEC deal may be a case where Peter Lynchs' theory of di'worsification is in operation.

Good Investing