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

To: Jack T. Pearson who wrote (25924)	5/9/1998 7:24:00 AM
From: rudedog	Read Replies (1) \| Respond to of 97611

Jack - CPQ and DEC internal requirements accounted for about 70% of the DEC service business, Dell was not a big contract for DEC. CPQ already considered that most of the outside contracts would go away, in fact is counting on it since CPQ plans on using all of that capacity internally. BTW I don't think CPQ is planning any layoffs in the service organization, in fact is planning on expanding that group, possibly by further acquisition. That was covered in the press and on this thread about a month ago in remarks by John Rando, head of the DEC Service business. I agree that Dell will probably not buy a service provider but only because they are not really doing anything to go after the high end enterprise business, they just need break-fix for their PC business.

To: Jack T. Pearson who wrote (25924)	5/9/1998 1:03:00 PM
From: Night Writer	Read Replies (1) \| Respond to of 97611

Jack, Let's explore my motive for seeking discussion and information. 1.) I don't know garbage about Unisys except they have struggled to survive. (One of my neighbors retired early from the company. She is not a communicator to say the least, and thus a poor source fo information.) 2.) Could Unisys become a large profitable service provider? If they can, they might be or become a buy out target. Hmm, is this worth throwing a few bucks at? 3.) Would purchase of Unisys by a Dell competitor create future service problems for Dell given that "....they have a problem with is services provided by a major competitor..." It appears alternatives are shrinking. 4.) Does Dell need a service operation? If so, should Dell purchase a service operation or build a service operation? If purchasing a service operation, what companies are viable targets? If building a service operation, how much and how long will it take to complete? Remember these may be 'far out,' or 'off base' thoughts. The thoughts are extrapolated from various articles and postings made by organizations and individuals serving various conflicting agendas. However, it might also represent some strategic boardroom thought processes. NW