Compaq Message Board - Msg: 11278034

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Technology Stocks : Compaq

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To: Aitch who wrote (67688)	9/16/1999 11:35:00 PM
From: paul	Read Replies (1) of 97611

Hi Paul, RE: ....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.... This was posted on SI a week ago or so... infobeads.com. What's your take? Its certainly possible that Compaq has the most volume in this area, though i have never heard of this research company - and i have doubts that Sun could have dropped so precipitously when it grew revenues by about 35% in the last quarter vs. compaq which grew - well you know the story there. This wouldnt preclude Linux, or Solaris however from being the OS since after all Compaq/DEC supports all these OS's. However what technology unique to Compaq is enabling such rapid growth in the PC Server web server market? They held this position with PC's for a long time and then Dell came in and ate their lunch.

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