CPQ with together with Tandem, with MSFT NT 5.0 plus Tandem's NonStop is going to be a big factor in taking market share away from UNIX, this I way I own CPQ. The below snip is a little from a research report on the above you can find the rest by going to this url techstocks.com
Take notice of the database possibilities. MSFT would love to shut up the loud mouth from ORCL pus that hockey puck head from SUNW. <<Headline: Microsoft Corp: Tandem's NonStop ------------------------------------------------------------------------------ * An overlooked component of the Compaq/Tandem merger is Tandem's NonStop software initiative and its impact on Microsoft's enterprise strategy.
* NonStop's SQL/MX provides Microsoft with a large scale NT database by year end 1997, and is filling a performance gap that exists between NT 4.0 and 5.0 and SQL 6.5 and 7.0.
* Nonstop SQL/MX on NT scales to a 64-processor environment, providing all of the functionality of large scale Unix servers and databases with superior price performance.
* Since the merger, Compaq and Microsoft are being seen by corporate IT as credible enterprise players, with SQL/MX an important factor in addressing issues of scalability.
* NT/NonStop is helping to broaden Microsoft's addressable market from 1600 to 4000 targeted accounts, expanding Microsoft's incremental NT opportunity at a much faster rate than once thought.
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With the ongoing war of words between Microsoft, Oracle, and Sun Microsystems over NT scalability, we thought it would be important for investors to refocus on the under-appreciated software component of the Compaq/Tandem merger, Tandem's proprietary database. Called NonStop SQL/MX, we believe this database is becoming an integral component of both Microsoft's and Compaq's enterprise strategies. We believe that this partnership is beginning to have a meaningful impact on the high end Unix market and the database vendors who support this market.
NonStop is Tandem's proprietary software initiative which includes database, middleware, and other applications. For years, Tandem's proprietary database NonStop has had foothold in markets traditionally held by Unix where reliability and scalability are of utmost importance. >> The above is also a good reason to buy MSFT next year in the spring or late winter after we get a few slow qr. out of the way.
Also, DELL has to address the above inorder to stay competive. It is one of the things I worry about along with not having a sub $1,000.00 computer.
Greg |
