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To: Larry J. who wrote (20665)3/8/1998 12:44:00 PM
From: John Koligman  Respond to of 97611
 
Larry,
Link to this article was posted earlier, but maybe this is the 'press release', as Mason concedes DEC is losing business, but that of course 'he expected it', being right 'on top' of things... There was some discussion a short time ago on the thread concerning statements by HWP to the effect that they would be targeting DEC because of merger uncertainties. Right now, it looks as if HWP and Dell are targeting CPQ/DEC, and having some success at it....

Mason also noted that Digital Equipment Corp. server
sales are off in the wake of Compaq Computer
Corp.'s proposed acquisition of Digital. He said
competitors are targeting Digital customers and
confusing them. "But that's life in the competitive
world," he said. "And I fully expected that to happen

John



To: Larry J. who wrote (20665)3/8/1998 8:17:00 PM
From: Mike Gordon  Respond to of 97611
 
Thanks for the response. Information from the press suggest that DEC is already cutting back on travel, meetings, unnecessary purchases, etc. Typically, this is one of the first signs where management is trying to pump EPS. There could be some major problems. At first, many thought this was in preparation for the merger. We'll know in a couple days,

Mike Gordon