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Technology Stocks : Compaq
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To: The Duke of URL© who wrote (96713)4/1/2002 6:24:18 PM
From: rudedog  Read Replies (1) of 97611
 
CMP is the only big iron" at present for Microsoft Datacenter, so they are the poster child for that product. But no one has been buying as far as I know. A product that sells in the hundreds is just not on the radar screen. I think that the reason CPQ, HP and DELL dropped the box is that the support costs were not justified by the sales. This is not an environment where lab projects get a lot of slack, and with the new Foster boxes coming down the pike there is plenty of horsepower for all but the biggest jobs. I suspect that Hewpaq will have a homegrown "big box" fairly soon.
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