JFD, HP and CPQ, well, I think, from a simplistic viewpoint, two separate companies will buy more processors from Intel than one merged one. Marketing from each would have expectations that they could sell more than they end up doing, being marketing.
One good thing about the merger could be that, together, they could get behind and push Itanium servers out the door faster (once they decide what consolidations need to be done, which could be a drag, actually). Thinking more about this, fortunately, there is significant NON-OVERLAP in intended Itanium products from the 2:
Compaq Himalaya (non-stop stock exchange type use): unique to Compaq now and going forward.
Compaq VMS base: unique now but could be de-emphasized over a long period of time.
Compaq Tru64: like an HPUX, up for grabs.
Compaq Industry Standard Servers, ProLiant IA64: HP would have an equivalent. Up for grabs.
HP Superdome: PaRisc, HPUX, like a Compaq Tru64, up for grabs.
HP Industry Standard Servers, IA64, Compaq equivalent in ProLiant. Up for grabs.
Kind of see just putting some half-assed opinions down here (emphasize the h-a a lot), how complicated a consolidation this merger would be, and this is only part of it (storage, services, etc.).
One of the ISS consultants that CNBC had on answered the question as to would the merged company use Compaq notebooks and kill off the HP ones, as YES.
Tony |
