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

To: Tumbleweed who wrote (21367)	3/11/1998 9:27:00 AM
From: Windseye	Read Replies (3) \| Respond to of 97611

You're right, a good read... I'm long, and it's still good. His assumption is that DEC's culture will prevail, rather than CPQ's, or that minimum, DEC's culture will be SO resistive to change that it won't work as well as CPQ management would like. Pfiefer has a good track record... and the old DEC employees already on staff know a bunch about DEC, so... it might still work. Maybe the rate of successful integration will be the major unknown, rather than IF they can integrate it well enough. My reckoning is that the enterprise network installations that are being built now, and that will be built in the future will be much easier to integrate successfully in the future... putting CPQ servers running WinNT 4.0 & 5.0 connected to Alpha DEC machines running Win NT as well, all serving bunches of PCs scattered throughout, bridged to DEC Alpha machines running Dec systems, etc., seem much more likely to work when they are essentionally both provided by and serviced by the one comnbined company. In response to DELL threatening to get a different service company they might even figure out how to placate them into staying with DEC as the service provider, and consequently be better able to keep up with any changes in the DELL line that might be good to know about at a nitty-gritty level.