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To: Brian Malloy who wrote (50329)	3/9/1998 8:50:00 PM
From: Barry A. Watzman	Read Replies (1) \| Respond to of 186894

>re: "It is unlikely that there will be a price war between CPQ and DELL" I don't know about that, the Compaq conference call on Friday sounded like a declaration of war to me. Intel COULD be the winner (higher volumes), but I doubt if you'd see it until 2nd quarter. My own view is that its going to be a rough 1st half for EVERYONE in the PC business.

To: Brian Malloy who wrote (50329)	3/9/1998 10:29:00 PM
From: John Koligman	Respond to of 186894

Brian - Actually, the cost of the merger between CPQ/DEC goes down with each drop in CPQ price. The merger has a fixed ratio of stock/cash, so if CPQ pays with cheaper shares they make out. Now, if it goes low enough, that may not make the DEC shareholders very happy... John