Martin, I think you just like to get me worked up.
<< I didn't see the CNBC interview ..I was working...what was I doing ..? designing an ATM
highspeed backbone for a fortune 100 compnay that is what I do for a living now...I don't need
some geek at CNBC tell me what is going on or what hot and what not. >>
So that's why you didn't understand that COMS was going to tank? You thought the technology was the best so surely the stock will perform the same way? Tell that to the people who shorted BOST while eating in their restaurants. Great food liked by everyone but bad stock. Poor argument, Martin. You could make the same case for AAPL or SGI. Great products loved by many but bad stocks. Don't quit your day job.
<< I live it....there used to
be many players in the NIC market.and there will be two now..coms and INTC. >>
Obviously you don't have clue. There will be three. INTC/CPQ/COMS. I will let you put them in the right order of importance.
<< COMS NIC cards are of a much superior design and performance along with the intelligence they are bulding to these cards for managability will give them the upper hand >>
Oh, really? So why did CPQ align themselves with INTC instead of COMS for NIC development? CPQ is pushing to have their channel partners specify CPQ NIC's.
From this article:
techweb.com
Lutz's team also found that the Compaq distribution channel was not
aggressively specifying Compaq NICs when it sold Compaq PCs or servers.
Compaq has also instituted its "Burgers and Fries" strategy, a marketing plan that
is designed to get its distribution partners specifying Compaq-branded networking
products with its PCs and servers.
But it was Compaq's most recent networking move that drew the most attention.
Two months ago, Compaq and Intel Corp. announced a vague networking
technology alliance that involved "the advancement of high-performance
networking technologies, products and specifications." The companies will
cooperate in the development of network interface controllers, adapters, switches,
hubs, xDSL technology and remote-access servers. The net effect of the alliance
is the teaming of two companies that seem to be on the same general course in
the networking arena. Why team with a company you compete with on so many
levels?
"Well, we had two choices: Intel or 3Com. The fundamental reason we chose
Intel is that we think its technology is better," says Lutz. "We compete with the
other potential partner so if you're going to do a dance, you've got to figure out on
which days of the week you're a competitor and which days you're a
collaborator."
Sharing the R&D and product development investment, analysts say, makes a lot
of sense in the new realities of the networking market. But choosing Intel over its
sometimes partner 3Com Corp. seemed a peculiar decision-one that took many in
the industry, particularly 3Com, by surprise.
Strange Bedfellows
"We compete with Intel in PCs and servers," says Lutz. "Intel provides chips and
boards to clone manufacturers. Our lives would be a lot easier if it didn't do that,
but, frankly, we understand the relationship with Intel as it has evolved."
Compaq has chosen sides and has decided to hang out its shingle in the
networking business. 3Com, by default, has become the enemy. In the coming
months, Compaq will make a series of moves and announcements that will
establish its positioning in the networking market.
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How do you think COMS stock is going to react to these announcements of CPQ encroaching on it's territory? |
