Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: rupert1 who wrote (51498)	3/4/1999 9:30:00 AM
From: PCSS	Read Replies (1) \| Respond to of 97611

I/D deal 7yrs, DELL to spend $16B in equipment disk drives, etc Michael

To: rupert1 who wrote (51498)	3/4/1999 9:35:00 AM
From: PCSS	Read Replies (1) \| Respond to of 97611

Initial CPQ trades 34 3/16 (UP 5/16) Michael

To: rupert1 who wrote (51498)	3/4/1999 9:50:00 AM
From: Ram Seetharaman	Read Replies (1) \| Respond to of 97611

These are subtle forms of price fixing/stabilization. Too fat guys decorating each other to screw the competition. DELL has realized that it can't grow defying gravity for ever. Fat IBM that took such a beating three/four years ago and is on a turnaround now, could use some of DELL's 30+ % growth in form of product purchase promise. Two rich families marrying into each other, has happened so many times before. If CPQ doesn't get its act together, they could get squeezed! When they bought the shitty Digital few months ago, they diversified for sure. They cleaned house and reorganized. Now they have to show profit and sale growth and several new hit products. Otherwise DELL/IBM deal could pressurize them, since IBM is sharing patents etc. with DELL. CPQ wised up by spinning of Altavista. They better cut the fat out, quick and show sales and profit growth. Otherwise they will be distant fourth or fifth!