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Technology Stocks : Compaq

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To: rudedog who wrote (67638)9/14/1999 4:21:00 PM
From: Harry Landsiedel  Read Replies (2) of 97611
 
Rudedog. Re: "Kumar seems a little out of his depth here. Thanx for your very informative post. If 4-way and 8-way is the key battle area, CPQ should be able to hold its own.

Re: "NT is a couple of years away from high reliability except in those carefully controlled configurations above." How big a negative is this for CPQ? Is this part of the reason for their push behind Tru64?

Kumar also predicted: " If you look at the multitude of UNIX flavors, the dominant players are Sun's Solaris and then Tru64 from Compaq (CPQ), Hewlett-Packard's (HWP) UX, and IBM's AIX, and Monterrey, which is IBM's relationship with Santa Cruz Operation's (SCOC) operating system, and then finally you have Linux. Clearly, there isn't enough support for all these flavors. When the dust settles, there will be two or three players left standing. One will be Solaris, and we think there will be Monterrey, and then we think there will be Linux."

Do you agree? It seems to me that HP's UX would be a player too, BWDIK Do you see any vulnerability for CPQ here?

HL
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