Compaq Message Board - Msg: 10994592

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Compaq

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: John Koligman who wrote (66734)	8/18/1999 11:53:00 AM
From: rudedog	Read Replies (1) of 97611

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 CPQ has been taking share from Sun in the web server space at a huge rate - they took 1st place from Sun in late 97 and now have more than twice Sun's share. They are also starting to hit Sun's high end business with Tandem machines configured to do e-business. Sun has probably been losing business to CPQ at GM. GM previously used CPQ servers extensively but not for e-business. I think Sun will be playing an increasingly defensive game there. BTW DELL has not grown web server share much over the last few years and is behind Sun, IBM and HP in that space. No one has even half of CPQ's share and DELL is at about 1/3 of CPQ in that market.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next