Wednesday, September 5, 2001

HP/Compaq to merge

HP and Compaq have announced plans to merge. Together, the two companies make up a powerhouse the size (and now the competitive muscle) of IBM. This is such a monster merger that it’s going to take everyone some time to grok. Rather than posting some form of snap analysis, we’re just sending you to Yahoo’s coverage. Frankly, it’s going to take a while to think this thing through before we’re ready to do any sort of pontificating. The only advice I’m willing to give right now is to not read anything into the merger — it’s too big to be the result of any one factor in the market. Just wait, watch, and continue to follow the news. — DG

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