In a message dated 2/11/02 12:26:32 PM Pacific Standard Time,
[log in to unmask] writes:


> What is still unclear in my
> mind is "what is HP getting for $25 billion?"  Is it worth it?  How long
> till payback?  My guess is that venture capitalists look at this and
> shudder, because that's how they analyze things.  But maybe Carly and the
> Board see something that they don't...maybe they see value and a quicker
> payback than most others.

Maybe we all could "help" Carly find some other ways to spend $25 billion???

Lets say we 'allocate' only $100 million for beefing up MPE.  That leaves us
$24.9 billion to go... How about buying Zebra which we have been discussing?
That's a nice market niche that HP isn't involved with.  Anybody know what
Zebra stock is worth?  Now what else?  How about a dye sublimation printer
manufacturer?  Fargo perhaps?    Another market that HP isn't part of.  How
about a manufacturer of high quality lenses that could be marketed with HP's
digital cameras?  How about buying up some small PC software comapnies and
bundling the software with related HP hardware products like scanners?  I bet
HP has to pay royalties or license fees for lots of the software that they
are bundling in with the hardware right now.

I could go on.  Anybody else have any additional ideas to "help" Carly with
her spending?

Wayne Boyer

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