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

To: Elwood P. Dowd who wrote (38552)	12/4/1998 10:13:00 AM
From: rupert1	Read Replies (1) \| Respond to of 97611

Elwood: Well, you've been waiting for ML a long time. But this is not very stirring is it - very Low Church! He's girding his loins to make an upgrade two days after earnings.

To: Elwood P. Dowd who wrote (38552)	12/4/1998 11:36:00 AM
From: Bruno Cipolla	Read Replies (1) \| Respond to of 97611

Digital's impact on CPQ earnings... of course CPQ makes money on PCs, but ... how much comes from Digital? this is a repost/adaptation of a couple of months old posts in the DEC thread -------------------------------------------------------------- "From: Bruno Cipolla Thursday, Oct 30 1997 7:25PM ET Reply # of 3175 according to WSJ... DEC's yearly Savings obtained by giving Intel the responsibility of manufacturing ALpha (and Digital Semi) are: 100M$ annual loss for Digital Semiconductor 150-250M$ for Plant upgrades (new technologies) DEC's estimated annual Intel discounts on Pentia are: 80-100M$ the annual revenues from royalties on Pentia are estimated at 60-70M$ for the ten year cross-licensing agreement. that translates into a total of 410-520M$ per year of savings/income that is: 25-30ç/CPQshare of potential extra profit for the next 5-10 years. This is from Digital alone, not counting extra profits due to savings from DEC headcount reduction (ongoing) Bruno ------------------------------------------------------ CPQ got DEC dirt, dirt, dirt cheap you know... DEC was profitable at the time of the acquisition, so the Intel money adds to CPQ bottom line.. bc