Compaq Message Board - Msg: 3730975

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Technology Stocks : Compaq

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To: Jason W. France who wrote (22119)	3/16/1998 8:08:00 PM
From: Spots	Read Replies (1) of 97611

I don't know about CPQ's relationships with customers. Tandem and Microsoft entered into a partnership before the CPQ buyout of Tandem to port the tandem (patented, by the way) fault-tolerant and not-just-incidentally linearly expandable message and file systems to NT clusters. You can buy this today in the NT enterprise server. It puts the core of the now-famous "Himalay Junk" available in the NT-Cluster arena. Of course there's a lot of infrastructure to support all this on the H-Junk that didn't get ported. Also before the CPQ buyout, Tandem had developed and licensed to CPQ, NEC, and others, the ServerNet system area network technology. Another patented system. Now CPQ owns these technologies instead of licensing them. They can call shots where before they had to get in line. These aren't opinions; these are facts of record. I'm about at my end of this discussion, as everybody knows all I know anyhow. But there's no point in trying to apply yesterday's inferences to today's marketplace, except as the most general guidelines. We're going to wait and see. Maybe we'll win; maybe we'll lose; maybe we'll get rained out. Those of us in the ballpark, that is. <ggggg>

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