Compaq Message Board - Msg: 3777592

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Technology Stocks : Compaq

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To: Chris McConnel who wrote (22658)	3/20/1998 8:33:00 AM
From: rudedog	Read Replies (3) of 97611

Great summary, just right IMO. Regarding Tandem non-stop, Tandem used to have the Netshow video of the Tandem-MS press conference on their web site. At that event Steve Ballmer announced that MS was paying Tandem $30M to move key portions of non-stop technology to NT, so at least at that time MS was pretty interested in that technology. I think that the question of how CPQ manages DEC Unix, and how MS reacts to that, is one of the keys to understanding what CPQ is up to. Remember that DEC and CPQ are both very closely linked to MS development. Both companies have large development groups on site at Redmond. It is unlikely that CPQ/DEC would embark on a major strategic shift unless MS was on board. IMHO DEC Unix can only be a serious contender if there is official or unofficial backing from MS which generates volume for the product. The big Alpha machines today are roughly on a par with the high end sun boxes (fewer but much faster processors) and DEC can easily move upstream there, especially with a little injection of Tandem technology - remember that Tandem has done systems with more than 100 processors which scale to more than 95%. I have been watching closely but I still don't know how this will play out. I see the potential for a big win for CPQ/DEC if they can get traction with HP/Sun while still maintaining or even enhancing their close relationship with MS. Remember that CPQ placed a big bet on NT as a server platform in 1992 - they ended up with 80% of the NT server market at one point, and still have better than 60% in some areas, like SAP on NT. They may be setting up to do the same thing with 64 bit NT (and by extension the high end of 32 bit). This kind of long term thinking has been a hallmark of CPQ management over the last 7-8 years and is one of the reasons I am long on CPQ

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