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


To: Mao II who wrote (56496)4/10/1999 12:11:00 AM
From: Andreas  Read Replies (1) | Respond to of 97611
 
DEC Assimiliation? What assimiliation?

You're apparently out of the loop on the dec deal. CPQ has managed according to my broker, to lose more than 20% of the dec business. DEC's originally planned positive impact to the bottom line has been diminished greatly!! The dec deal has turned into a basically marginal deal with much of the positive bang lost due to extremely poor execution. Morale stinks at the dec side of the business. Former high quality dec personnel are leaving in droves. There is no way in hades that cpq will hit 50 billion anytime in next two years.



To: Mao II who wrote (56496)4/10/1999 12:23:00 AM
From: Kenya AA  Read Replies (1) | Respond to of 97611
 
M2: OUCH!! Glad you did not load the boat.

Someone mentioned that Jan and Feb must have been really bad.

Yeah, that was me in response to she_x's comment that March was better than January and February combined.

Also calls into question DEC assimilation...

It calls everything into question as far as I'm concerned. I wouldn't invest another dime in this company until Mason (at the very least) is history.

K