Compaq Message Board - Msg: 11265953

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Technology Stocks : Compaq

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To: rudedog who wrote (67659)	9/15/1999 11:24:00 PM
From: paul	Read Replies (2) of 97611

"... most estimates are that the UE10000 drags as much as 5X revenue in related sales" Sun aquired the UE10000 from Cray 3 years ago I dont think it is impacting 50% of their business. I disagree that "Mainstream" IT environments are moving to large farms of small boxes - I speak to many IT environments every year and they are physically sick of the "rack and stack" approach of taking a server which is dedicated to a single applications and runs at 20-30% system utilization (true for unix and nt). Not only does it lead to wasted capacity but it is entirely unmanageable (much much worse on NT) if anything the trend in IT environments is to consolidate applications onto larger and more powerful Servers - sorry but Microsoft is not a player here. as far as the ISP marketplace goes - yes they prefer smaller servers and always have Linux and Solaris have the edge due to their robustness and scalability. Sun has many 1-2 cpu systems tarteted at this market and the venerable Ultra 2 is the workhorse of the small ISP - Your right the Starfire is a niche product but its a niche that is essential for Compaq/DEC to be in.

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