Charles,
I HAVE To hand it to you for your UNCANNY ability to SPIN everything that is happening in computing as POSITIVE for your baby, sunw. The facts are that DEC is not going away so you don't have to "hate to see DEC go." Also, DEC customers have just had a large cloud lifted. Put yourself in their shoes. Would you feel better, or worse if your computer vendor was just acquired by the fastest growing LARGE computer company in the world, now second in size to IBM? You'd feel RELIEVED and excited.
Charles, you are one of the biggest cheerleaders here, and I am sure you are appreciated for that. But ignoring the changing dynamics will not make the strengthening competitve challenges go away. This is bullish for DEC's customers, ALPHA, and DEC's effort to spread their UNIX. Also, see what happens to Alta Vista now. And new customers will give DEC a second look now that Compaq will be running things. Oh, and this is nothing but BEARISH for Sunw, just as the "glossed over" announcement that Netscape will no longer invest in Java is. In fact, Netscape's troubles can't bode well for Sunw. Need I remind you that Corel is now trading under $2 because of their misguided java effort. And where are the NCs, and Lotus's java based answer to MS office? You can't simply point to the stock price as an answer to these questions Charles.
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