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Technology Stocks : Compaq
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To: John Koligman who wrote (17385)2/13/1998 6:16:00 PM
From: George Dvorsky  Read Replies (3) of 97611
 
RE: "Lim predicted that the merged Compaq-Digital would not pay much attention to the Unix business,opening the way for HP to get into large existing Unix-based corporate accounts. "

That's funny. If HP goes after DEC's Unix business with HP Unix, why would a customer trade all his DEC hardware in for (slower) HP hardware? Why not keep his DEC hardware and load NT? It runs on Alpha.

I think HP should be more concerned about CPQ going after HP's Unix business. If they run Alpha machines, they have the most seemless path out there to go from Unix to NT. They also have a faster Unix.

gd

p.s.
Don't worry about the service business stuff either. Where are they going to go? To a second tier company that doesn't work weekends (or do 'Windows')? They will win some and lose some.

gd
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