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Technology Stocks : Compaq
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To: Eddie Kim who wrote (32690)9/10/1998 9:51:00 PM
From: rudedog   of 97611
 
CPQ has played their cards perfectly here IMO - they have gotten MSFT to come as close to 'endorsing' Unix as MSFT will ever get, giving CPQ an opportunity to sell Unix into a mixed NT / Unix environment with the tacit support of MSFT, since CPQ can later sell NT on those same machines, something that HP IBM and Sun cannot do. MSFT has an incentive there to help CPQ sell as many of those as they can, since CPQ has the only story that leads to NT.

As far as the actual NT development, we don't know how much has been going on behind the scenes but Maritz said NT5 first release would not contain this technology. That's not surprising given that NT5 is nearly complete in terms of coding (it takes nearly a year to go from complete code to released product on a big program like NT).

We know from several sources (such as client-server news) that 64 bit NT is being developed on Alpha. That is where I would expect advanced technology like the Tandem and DEC components to show up. DEC has very advanced 64 bit capability and both companies have a lot of clustering and file systems technology. Tandem has advanced networking and I/O capability as well as the best fault-tolerant database in the business. They demonstrated this database running on NT more than a year ago. It's hard to tell from the material in the press just what is covered in the agreement but I would expect MSFT to move as much of this stuff as they can into NT, since it directly addresses a lot of questions enterprise customers have about scaling and reliability (Tandem systems scale to hundreds of nodes and have downtimes measured in seconds per year).

So I would expect that the first release of 64 bit NT would have some of this technology. The date for that has been variously reported as early 2000 to late 2000. That's somewhere between 1 and 2 years from now. But the developers kits and beta products which will allow people to create applications for 64 bit NT will be out a year or so ahead of the real deal, if history is any guide, so I would expect to see that stuff next year. Guess what - it will only run on Alpha since merced will be a 2000 product.
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