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Technology Stocks : Compaq
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To: John Koligman who wrote (88848)1/15/2001 10:39:42 AM
From: Captain Jack  Read Replies (1) of 97611
 
El-- they may be able to take a bite out of server sales from the big guys but at least for a time it may be difficult to get a business to take multiple chances. A new chip to save a few bux on power when the server farm could easily be put in an area outside of SV where power is cheap and aboundant. LINUX should be fine for the OS since they are talking servers and not boxes or laps. Most business' that rely on their servers to survive may want to wait until it seems extremely probable they will survive------ although not a DOTcom,,,, it may not be the best time for them to start. I'd throw a few bux at the IPO price though-- more of a gamble or trade than investment!
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