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Technology Stocks : Compaq

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To: Captain Jack who wrote (65440)7/22/1999 10:08:00 AM
From: fooledalot  Read Replies (1) of 97611
 
Thread:

FWIW..........The SUNW thread is enjoying this:

To: High-Tech East who wrote (17715)
From: High-Tech East
Thursday, Jul 22 1999 8:31AM ET
Reply # of 18050

.... Sun Microsystems says thank you Compaq Computer

edited from "Wall Street Journal, Thursday, July 22, 1999 - from page B4 of New England
edition - by Gary McWilliams

Compaq Quandry: Client Losses - .....The new computers Volkswagon recently
installed to manage its North American operations are from Sun Microsystems Inc.
Similarly, America Online Inc, which became the largest U.S. Internet company on
Compaq servers, also switched to Sun as part of a strategic alliance last November
.....

..... But what is hurting Compaq most, analysts say, is a lack of new technology at the
top of its line. Compaq has yet to offer the same superfast switch technology available
from Sun and Hewlett-Packard Co. on its most advanced computers .....

..... Volkswagen's computer operation, which chose Sun computers to run its new
financial and manufacturing systems, had been running its operations on Alpha. Sun
received the contract because it better met the company's performance goals, says
Roman Pelaez, an operations manager at the VW technology unit, called Gedas.
"Compaq was an old partner for us," he says. But Sun's top-of-the-line Unix computer
"was the best for our operations." .....

..... AOL's switch to Sun cost Compaq as much as $500 million in product and service
revenue over the next several years. The amount is what AOL agreed to spend on Sun
hardware and services as part of an alliance to promote one another's products for
the Internet ..... "The two companies leading in the Internet are Sun and IBM. Sun
among internet service providers and IBM in corporate," says Joyce Becknell, a
researcher at market-watch firm Aberdeen Group in Boston.
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