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Technology Stocks : Compaq

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To: rudedog who wrote (22669)3/20/1998 2:12:00 PM
From: Chris McConnel  Read Replies (1) of 97611
 
Hi Rudedog,

that's right, I remember now, Tandem was doing some "Bet the company" stuff with NT long before the were bought by CPQ.

>>> IMHO DEC Unix can only be a serious contender if there is official or unofficial backing from MS which generates volume for the product. <<<

That would not make sense, unless it was some kind of concession on MSFT's part. They want Windows EVERYWHERE. Unless they were thinking the unthinkable, like moving SQL Server to Unix. Nah, they wouldn't do that, even though IMHO it would be in MS's best interest. Infiltrate and assimilate until they were ready to conquer, as it were.

So DEC Unix is the wild card in this. Sounds like a careful balancing act for CPQ. But HWP has a good Unix business and MS is (was?) buddy/buddy with them, too. It may just come down to, whatever it takes to get MS into the enterprise and if takes coexisting with Unix for the next 10 or more years to do it, they may have no choice in the matter. They are doing a port of IE4 for Unix, maybe more apps will follow.

It sounds like MS has a hell of lot of work ahead of them to get NT to be industrial strength.

- Chris
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