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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (66732)8/18/1999 11:44:00 AM
From: John Koligman  Read Replies (1) of 97611
 
While on the subject of market share, I noticed an article in News.Com the other day where McNealy of Sun was talking about how they are supplying GM with servers and hardware for their E-business. I remember in the recent past that on the PC side GM was a CPQ customer, which may have been 'helped' by the fact that EP was on the GM board. It looks as if they may have lost at least some of the higher margin server business to Sun. Perhaps Rudedog might know more...

Regards,
John
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