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

To: Jason W. France who wrote (21816)	3/14/1998 8:55:00 PM
From: Ibnbatutaa	Read Replies (1) \| Respond to of 97611

A few pointers that may help you in your search. I had posed similar queries previously, and some replies make sense. I must say that I admire the tenacity with which you have engaged the thread, on your debut! Welcome. With the commoditization of the retail PC business, and to some extent the low end commercial PC business (read lower margins,more players and competition)I think you will agree that CPQ's focus needs to change. My understanding is that CPQ benefits from acquiring DEC because of : 1: DEC's multi-platform service and consulting group/ existing customers 2: DEC's cash hoard 3: Future apparently cheap access to alpha chips, Intel and Merced chips as a result of the DEC vs Intel lawsuit settlement as CPQ focuses on high end computing solutions 4: intellectual property / patents Additional info at exchange2000.com Now whether this enhances "shareholder value" is not a given, but I feel it is a move in the right direction. Net assets will go up in the long-term....but if you want a guaranteed share price boost you take your post DD chance. Regards Ibnbatutaa

To: Jason W. France who wrote (21816)	3/16/1998 10:02:00 AM
From: robbie	Respond to of 97611

Jason, re: <<agreed on the 92% gain but hindsight is of course 20/20>> It wasn't hindsight for me, it was foresight. I bought more when CPQ bought Tandem, just like I am buying more now when everyone is screaming that the DEC merger won't work. The bears have taken over this thread which is an extremely bullish indicator. I'll be posting the same note to you next year reminding you of the big gain you missed out on (again). BTW you spend an awful lot of time harping on a company in which you own no stock. Robbie