RE: HP Buys Compaq

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I see one other, albeit probably small, ripple this merger will have.
Funny how the August 13 issue of Barron's had an article about HP titled
"Carly's Challenge" and subtitled "The only way to save HP may be to
scrap everything but its printer business".  Boy, what a difference
three weeks makes, eh?

Anyway, the article has an interesting point of view of HP and their
printer business.  "HP's position in the PC market impedes growth in
printer market share because their PC competitors have legitimate
disincentive not to sell HP printers."  Also, this quote given by a
portfolio manager: "If you were Compaq or Dell, the odds are you would
rather do business with Canon, Epson, or Lexmark."  Now with the
acquisition of Compaq, I have to wonder if HP's printer business will
expand.

Just my .02.

Dan Bale
IT - AS/400
Handleman Company
248-362-4400  Ext. 4952
D.Bale@Handleman.com

> -----Original Message-----
> From: Leif Svalgaard [SMTP:leif@leif.org]
> Sent: Tuesday, September 04, 2001 11:06 PM
> To:   midrange-nontech@midrange.com
> Subject:      Re: HP Buys Compaq
>
> I just heard on the News a discussion about the purchase
> concluding that the server market is what HP is after.
> With Compaq, HP gets a slice of the Wintel portion of the
> market.