| T.R | Title | User | Personal
Name | Date | Lines |
|---|
| 466.1 | Source and date? | SUBSYS::JAMES | | Thu Jan 09 1997 09:00 | 3 |
| 466.2 | Here it is: | CSCMA::BALICH | | Thu Jan 09 1997 09:26 | 9 |
| 466.3 | I'll take the 80%. But I don't believe it will happen | SMURF::STRANGE | Steve Strange, UNIX Filesystems | Thu Jan 09 1997 17:20 | 5 |
| 466.4 | what about Dell? | PCBUOA::KRATZ | | Tue Jan 14 1997 16:56 | 9 |
| 466.5 | | DECCXL::WIBECAN | That's the way it is, in Engineering! | Tue Jan 14 1997 17:20 | 8 |
| 466.6 | | vaxcpu.zko.dec.com::michaud | Jeff Michaud - ObjectBroker | Tue Jan 14 1997 17:33 | 16 |
| 466.7 | Takeover ? We'll see ... | RTOEU::KPLUSZYNSKI | Arrived... | Wed Jan 15 1997 03:09 | 12 |
| 466.8 | | BEGIN::ROTITHOR | | Mon Jan 27 1997 10:40 | 3 |
| for more publication on this rumor see:
http://www.techweb.com/investor/newsroom/tinews/0127cpq.html
|
| 466.9 | the talks are dead | PCBUOA::LIBKIND | Sam Libkind - PC Support Engineering 276-9465 | Mon May 05 1997 11:12 | 21 |
| Monday May 5 4:18 AM EDT
Compaq( Compaq Computer Corp ),Digital talked merger in '95,'96-WSJ
NEW YORK, May 5 (Reuter) - Compaq Computer Corp held high-level talks
with Digital Equipment Corp in both 1995 and 1996 about a possible
takeover of the company but discussions broke down last summer, the
Wall Street Journal said in Monday's electronic edition.
According to people familiar with the events, the two firms reached a
general agreement on a purchase price for Digital of between $9 billion
and $10 billion but Digital moved back from the deal, the newspaper
said.
The Journal said talks broke down over management and structural
issues.
Compaq renewed talks in mid-1996 but both sides decided a transaction
did not make sense by September, the paper said.
People close to the events say for now, the talks are dead, the Wall
Street Journal reported.
Compaq and Digital were quoted as declining to comment.
The Journal said Digital's $6 billion services organization was one
reason behind Compaq's interest.
|
| 466.10 | | ACISS2::LENNIG | Dave (N8JCX), MIG, @CYO | Tue May 06 1997 11:08 | 4 |
| Might be interesting to see if/how these general dates align with
some of our internal re-orgs, as well as stock prices and volumes.
Dave
|
| 466.11 | Opportunity still remains | SUBPAC::POTENZA | Sic parvis magna | Tue May 06 1997 23:10 | 6 |
|
Well, if Compaq isn't going to buy us, then who will they buy?
Potsy
|
| 466.12 | | YIELD::HARRIS | | Wed May 07 1997 09:53 | 3 |
| Maybe Micron and/or NCR, for different reasons.
-Bruce
|
| 466.13 | RE: .-1 - NCR ????????? | TWOTOO::COLE | Assumption is the MOTHER of all screw-ups! | Wed May 07 1997 09:56 | 1 |
| With whose money???
|
| 466.14 | | PCBUOA::KRATZ | | Wed May 07 1997 11:00 | 7 |
| Dell is about our size and has about our cash...
and they're desperate to become COMPAQ#2. It also could be argued
that COMPAQ has already accumulated the enterprise experience that
DIGITAL could have once offered, while DELL hasn't. They also
have a market cap of $15 billion (@$90/sh * 175m) and could easily
satisfy a lot of DIGITAL shareholders in a stock swap.
.02 Kratz
|
| 466.15 | We must have fewer part numbers, it is the way to success | BBPBV1::WALLACE | john wallace @ bbp. +44 860 675093 | Wed May 07 1997 12:39 | 6 |
| Dell already sell 2100s and 4100s too, they'd not even have to change
model numbers. (Their 2100s and 4100s are nothing to do with ours,
unfortunately).
regards
john
|
| 466.16 | Should we buy the company? | VFOVAX::ZITELMAN | | Thu May 08 1997 02:22 | 22 |
|
Should Digital's own employees buy the company?
At today's stock price, we have a market value of $5B.
Less our $2.3B in cash, at $30/share, we could buy the
company for $50K per employee.
As a comparison, Compaq's market value is $22B.
With $3B in cash, their 20K employees would each
need to invest just under $1M to buy the company.
HP's market value is $50B less $3B in cash. Their
112K employees would each need to invest $400K.
I'm the first to admit that it not quite that simple.
But from a risk/reward point of view, it's a compelling
investment idea.
/j
|
| 466.17 | | AMCFAC::RABAHY | dtn 471-5160, outside 1-810-347-5160 | Thu May 08 1997 09:44 | 5 |
| re .16:
Perhaps we already own a significant portion? It only takes 51% (or maybe even
less) to control. The trick is getting us coordinated. As joint owners, what
is it exactly we would do different?
|
| 466.18 | not Gateway, anymore. | NPSS::BENZ | I'm an idiot, and I vote | Tue May 13 1997 11:36 | 11 |
| >> Well, if Compaq isn't going to buy us, then who will they buy?
Time magazine supposedly has/will have an article saying that Gateway's
CEO backed out of a Compaq/Gateway merger/buyout at nearly the last
minute (as in either hours or days before it was to be announced).
This blurb came yesterday across the Reuters news wire that hits my
beeper (which I'm wearing for my pregnant wife, not for business !)
Maybe Compaq's interest may return to Digital ? Who knows.
\chuck
|