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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: James F. Hopkins who wrote (14868)	3/9/1998 9:37:00 PM
From: yard_man	Read Replies (1) \| Respond to of 94695

Agree that this will mean real competition to IBM. It's the overall fundamentals of the sector. Some say there is no capital investment cycle any more with respect to IT equipment. Don't know for sure, but there are warning signs beginning to show up. I think the merger makes sense, just not sure it's time to buy it. I won't back the truck up on any stock until this market has corrected (read plunged), not dipped. I'm not particularly fond of Wintel's garbage or IBM either, but don't have a choice. Business wise I hope CPQ-DEC makes some real inroads! Sprint couldn't bill me correctly for the plan I chose in Missouri. I fought and I fought with them. Wound up getting about $250 worth of credits then I switched to AT&T. 2 hrs free long distance each month for the rest of the year. Call anywhere in the states, anytime for $0.10 for 4.95 and they waived the 4.95 for the first 6 months. Sprint called and asked why I told them how dissatisfied I was. Tried to get somebody in our office interested in investigating them, but I couldn't. Prices ought to be dropping more. There are thieves and there are telco providers ...

To: James F. Hopkins who wrote (14868)	3/9/1998 10:23:00 PM
From: Andreas	Read Replies (1) \| Respond to of 94695

Sprint isn't jack shit to AT&T. AT&t has over 50% of the long-distance market and sprint has barely 10%. MCI has over 30%. Sprint is not a real player in the long-distance market. By the same token, as I have posted before - there are plenty of anal-cysts on wall street who believe and are telling their clients that DEC is going to get killed in the first quarter. Sales are down and so are profits according to these yo-yos. But these yo-yos have been right lately. That worries me. If they are also right about DEC results - look out.

To: James F. Hopkins who wrote (14868)	3/9/1998 11:51:00 PM
From: Chris McConnel	Read Replies (2) \| Respond to of 94695

Have to agree with you. By buying DEC, CPQ is becomming a full service computer company. Don't think they have a real choice in the matter, a PC company is not going to make enough money just selling boxes alone anymore, not at the prices they are selling them for. The client market is now a commodity market more then ever, and the server market is starting in that direction. The companies that can come in and provide a full range of services will be the ones to win the big contracts. With DEC, CPQ gets some quality hardware and software support people, and Alpha for the high end servers. CPQ is looking beyond DELL and Gateway. Also, MSFT's new Windows Terminal Server (AKA Hyrda) will take a big bite out of client profits. Big companies will be able to leverage their 386 and 486 hardware by loading the Hyrda client and running all the apps on ther server. No money will be made on the clients, but they will need lot's of support services on the server end.