Re: HP Buys Compaq

Jim,

A bit granted, but, per the InfoWorld article today:

"It is unclear how the merged entity will address the hurdles faced 
separately," said Ashok Kumar,
an industry analyst with U.S. Bancorp Piper Jaffray in Menlo Park, "PCs 
represent a third of
revenues for HP, with 8 percent operating margins. For Compaq, [PCs] represent 
about half of its
business, with operating margins at or below break-even."

Chuck

Jim Damato wrote:

> Compaq is a bit more than a PC company these days, particularly since they
> bought DEC.
>
> -Jim
>
> James P. Damato
> Manager - Technical Administration
> Dollar General Corporation
> <mailto:jdamato@dollargeneral.com>
>
> -----Original Message-----
> From: Chuck Lewis [mailto:clewis@iquest.net]
> Sent: Tuesday, September 04, 2001 8:33 AM
> To: midrange-nontech@midrange.com
> Subject: Re: HP Buys Compaq
>
> Heard that on the radio on the way into work this morning Chris and am not
> sure WHAT to make of
> it. Off the top of my head, I don't see WHY HP would want Compaq. We were a
> BIG HP user where I
> used to work and we are a big Compaq user where I work now (PC's) and I have
> nothing against
> either. I just don't see why HP would want to bring on what basically is a
> PC company when they
> already have that. Especially at this time. Granted, it will make them a
> bigger PC company (but
> still behind Dell at # 1 !), but PC's are such a commodity... HP is
> diversified enough that they
> tend to weather the PC problem, but they have also been in AND out of the PC
> business too !
>
> Time will tell...
>
> Chuck
>
> Chris Rehm wrote:
>
> > To me this was a pretty big story, but I haven't seen much discussion of
> it.
> > I haven't really digested it myself.
> >
> > http://www.nytimes.com/2001/09/04/technology/04DEAL.html
> > --
> > Chris Rehm
> > javadisciple@earthlink.net
> > If you believe that the best technology wins the
> > marketplace, you haven't been paying attention.
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