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

To: Ram Seetharaman who wrote (51505)	3/4/1999 10:02:00 AM
From: rupert1	Read Replies (2) \| Respond to of 97611

For such a big deal neither the DELL or IBM share price is doing anything very dramatic. CPQ did these percentages yesterday. I think the Street has a lot of questions. When the dust settles, there is going to be a lot of concentrating on why DELL and IBM feel the need to do this. There is going to be renewed scrutiny of the slowdown in DELL's core business. I don't think it was a pact/merger from strength, as you suggest. I think it was from weakness or fear of weakness. CPQ will have to suffer renewed doubts about the health of the PC sector, now. But as the story unfolds, I can see the Street becoming more informed and appreciative of CPQ's strategy and the fact that once it fully integrates DEC and spins-off AV, its costs and coherence will make it a formidable challenger to IBM and by extension to an IBM/DELL pact. For me the question, as always, is where to make the best buck.