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

To: Kenya AA who wrote (54298)	3/21/1999 12:36:00 AM
From: Aitch	Read Replies (1) \| Respond to of 97611

That's huge! I wonder what the long term impact on CPQ would be?

To: Kenya AA who wrote (54298)	3/21/1999 8:38:00 AM
From: Richie	Read Replies (1) \| Respond to of 97611

WOW! What else can be said.......MD the eventual new CEO of IBM........ the only problem that I see with this is the same problem CPQ is facing with their channel partners. RichieH

To: Kenya AA who wrote (54298)	3/21/1999 10:59:00 AM
From: John Koligman	Read Replies (1) \| Respond to of 97611

I guess I could see an 'alliance', but a merger? Dell has been a strong growth story that is beginning to slow as they get larger and larger. I can't see Dell playing second fiddle after building his own company. Gerstner signed a five year contract last year I believe (although I suppose he could always step aside). There is also the question of market cap, Dell with any premium would not be too far from IBM's. Finally, what happens to potential appreciation of Dell's stock in any merger? I could see a pretty strong selloff were this to occur (come to think of it, maybe it's already started <ggg>). This does not jive with what Gerstner has been saying in regard to the 'slow fade' of the PC and rise of internet appliances. John

To: Kenya AA who wrote (54298)	3/21/1999 12:01:00 PM
From: Windseye	Read Replies (2) \| Respond to of 97611

I like it; makes a lot of sense. And accounts for the extreme and rapid fall of CPQ like no other info does. The merger would give the new CPQ/DEC/Tandem conglomerate a run for the same set of biz activities (servers, enterprise, and PC boxes.) Very, very competitive entity would result from such a merger. Would Dell's world wide biz improve with this relationship? Probably... IBM is likely to be everywhere that CPQ is, plus. Has Dell moved into the sub $1000 range? yep. I wonder if the major money is "reacting" AS IF this is true, regardless of actuality? Doug