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Technology Stocks : Digital Equipment Corp. (DEC) -- Ignore unavailable to you. Want to Upgrade?

To: hossein hosseini who wrote (3110)	4/15/1998 1:55:00 PM
From: Satish C. Shah	Read Replies (1) \| Respond to of 3276

To: Thread Does anyone know when is the share holders' meeting to vote on CPQ/DEC merger/acquisition? I know that FTC approval is not in yet (the European approval is.) Thanks. Regards, Satish

To: hossein hosseini who wrote (3110)	4/16/1998 7:59:00 AM
From: Tom M	Read Replies (2) \| Respond to of 3276

Looks like blowout earnings for DEC: .65 from opps., congrats to all longs: biz.yahoo.com Very puzzling since DEC asked analysts to lower the estimate to .43 @ last earnings. Opp revenue slightly down from same Q, product revenue down from same Q, but Service revenue up a hair. I don't see where they made it up on first glance. Hossein, I only had hardcopy on that sum of the parts I mentioned and will look for it & type some in. (Hpeace, can you comment on what happened to the dropping of the other shoe?) regards, Tom

To: hossein hosseini who wrote (3110)	4/17/1998 1:25:00 PM
From: Tom M	Read Replies (1) \| Respond to of 3276

Hossein, I found the info I was referring to about the "sum of the pieces". Sorry for the wait, I've got piles of stuff all around me. It's from a PainWebber report that didn't actually give a breakdown of the pieces, but said: "We are also maintaining our $70 price target (derived prior to Compaq's bid) based on our 'sum of the pieces' valuation analysis." This is actually their DEC valuation. They didn't give a DEC + CPQ sum of the pieces unfortunately. They also had a caveat: "We continue to believe that the primary risk for DEC remains the ability to generate significant interest in its flagship Alpha platform, even with Intel as its manufacturing arm. The company has superior technology in the Alpha chip, but has been unable to execute effectively on its marketing plans." should be interesting.... Sorry there's no numerical breakdown. Tom