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

To: Jason W. France who wrote (22000)	3/16/1998 8:51:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 97611

OT: why are you throwing the same link i posted back at me,any particular reason othher than annoying CPQ bulls????? Just curious.

To: Jason W. France who wrote (22000)	3/16/1998 8:55:00 AM
From: BeachBum	Respond to of 97611

Jason Everyone is speculating on short/long term issues of the Tandem and Dec deal. For one thing the DEC deal will not even be done until the middle of the year therefore any speculation of how CPQ will handle this is just that, speculation. As far as Compaq management making comments on long term strategies they can't until the deal is done. But you can bet when that happens we will be told their strategy and probably very quickly. BTW, If I remember correctly CPQ has a very high institutional ownership, until I see the stock dropping on higher than normal volume for a significant amount of time I won't worry about it. But then again they could do it quietly over a long amount of time but the trend should still become obvious. JMHO Bill

To: Jason W. France who wrote (22000)	3/16/1998 4:46:00 PM
From: Gene Lee	Respond to of 97611

Jason: There's nothing really new in that article from UPSIDE; ... 1. Culture CLash Of course, there will be culture clash. That's why one is CPQ, and one is DEC; one is buying and one is selling. Many intelligent people have left DEC's bureaucracy slow dancing party, and some have joint CPQ, these people knows DEC's problem more than DEC knows DECs, and they will help CPQ well prepared to handle the culture clash. The "Digital apparatchiks who have fought and survived a dozen reorganizations and downsizings during the past decade", will fight before going down. Of course, they'll fight, but this time its DIFFERENT type of fight. The old fight was internal power struggle, those made their contributions during DEC old glorious day are deeply rooted in DEC's power structure, and they created a system and culture to protect the power structure, that's why no one can really change their culture from internal. But this time the fight is blood change. People who doing real work will not be let go. 2. Channel Conflict: UNIX competes NT Why not? As long as customer happy! Looking around, S420 competes E420, I328 competes I528, town car competes continental, it is not about compete but rather to provide customer with more choices. Remember, you can not be an enterprise computing provider with PC shop only to offer. 3. Service With a Smile? The calculation is misleading. in most case, service contract is closed upon sale of hardware and/or software with minimum additional sals/marketing/admi/RD expense. To simplely subract 1/4 expense from service revenue shows how little the author knows real world biz practice, accounting, cost analysis. 4. "Size Ins't Everything" Nothing is everything! Size is certainly not the major gain of this deal. Of course it is more challenge to CPQ leaders to manage enterprise computing. But before we know cpq's detailed merger plan, it is too early to assume the worst case that this deal brings almost nothing to the table. Wish I have more time to go through the details of this article.