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Technology Stocks
Digital Equipment Corp. (DEC)
An SI Board Since May 1996
Posts SubjectMarks Bans Symbol
3272 14 0 DEC
Emcee:  Dave Gahm Type:  Unmoderated
I am surprised at the lack of interest in DEC on this board. The stock performance has certainly been less than awe inspiring but that could change.

S&P Outlook recently raised DEC to 4 stars citing improving PC sales. The just announced 4100 series servers should maintain the performance edge and keep Alpha sales momemtum going. At least one industry analyst thinks DEC's new NT clustering software should be good for a 4-5 percent server market share gain within a year. And how about the Alta Vista software product line, it may not add a lot to the bottom line for awhile but it looks like a very astute strategy. Later this year look for the Microsoft alliance to begin to pay off when corporations begin upgrading to NT 4.0.

At 55 this stock is just too cheap, estimates for 97 earnings are 5 a share for a forward PE of 11.

Whats holding down the price? My guess is that mutual fund selling is the main reason. The company is out of favor because of the last quarters disappointment in PC's. A couple of analyst upgrades and good earnings for the quarter would get us back to 70 pretty quick.

Hope to hear from some other DEC followers, especially the bears who must have other reasons for selling besides technical.
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3272Hi all I've a big Problem: I was employed at DEC from 1988 to 1997 and parHausi-12/7/2019
3271Ken Olsen was one of the pioneers of the computer age, and his company, DEC was John Sladek-2/15/2011
3270End of the story, from now on .. a Legend. Kenneth Olsen dies at 84; co-founderBruno Cipolla-2/9/2011
3269The processor wars Part I, “The death of Alpha”: Q&A with Nebojsa Novakovic Bruno Cipolla-3/13/2006
3268Old DEC gets mentioned positively, but not Compaq ... DJ POINT OF VIEW: FiorinaPiotr Koziol12/10/2005
3267I checked out www.vmware.com - it doesn't look like it has anything to do wiJohn Sladek-1/18/2004
3266Hi, I'm an old DECie. I wonder whether you would know whether VMWare, the cMuthusamy SELVARAJU-1/18/2004
3265george, tom, me too want yer private msg! Bruno (senior consultant, OpenVMS)Bruno Cipolla-1/15/2004
3264Look like DEC is flat... The message board is quiet, as usual. I sent you a priGeorge Dvorsky-1/15/2004
3263You still around George? A belated happy holidays to you (and all who bother toTom M-1/4/2004
3262Hey George, yes we live in interesting times. I'd love to see some of theseTom M-3/16/2003
3261Hi Tom, I'm seeing stocks at 5 year lows that refuse to go lower. The reveGeorge Dvorsky-3/15/2003
3260That's how bad DEC's marketing was - they couldn't even beat vapour!John Sladek-3/14/2003
3259And we're still waiting for Merced... That had to set some kind of record foTom M-3/14/2003
3258Bruno, I get to use it every day! <i>VMS uber alles!!!</i> RegardJohn Sladek-11/29/2002
3257VMS uber alles!!! Bruno (former OpenVMS partner)Bruno Cipolla-11/28/2002
3256Let's just say I think Windows sucks and Gold doesn't ;-). VMS is the OTom M-11/26/2002
3255Tom, Which barbaric relic are you talking about, Gold, or the VMS operating systJohn Sladek-11/26/2002
3254John, do I see that you have an interest in "the barbaric relic"? rTom M-11/3/2002
3253Does anyone have any clues as to how much of AMD's brand new chip has its orMuthusamy SELVARAJU-8/6/2002
3252George/all, anyone liking the gold's yet??? Many have arisen from penny staTom M-3/25/2002
3251Hey George/all! Sorry I'm so tardy, didn't want to fill the thread witTom M-2/3/2002
3250yes, happy holidays everyone..!! B.Bruno Cipolla-12/22/2001
3249Tom, Good timing on the cpq buy. Even though DEC is gone I think DEC's ghoGeorge Dvorsky-12/21/2001
3248Tom, <i>I agree it'll take a while to weed out all the overlap from mJohn Sladek-9/21/2001
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