Compaq Message Board - Msg: 4656532

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Compaq

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: rudedog who wrote (26806)	5/30/1998 4:00:00 PM
From: Techie	Read Replies (1) of 97611

So Alpha has been around since 91-92 and neither MSFT nor ISVs broke down Dec's doors but now they will because Merced is delayed by 6 months? I don't think I get it yet. Merced was directed to enterprise/mission critical systems. Dec has been in those shops for decades. It certainly doesn't need Compaq to open doors. Their failure has been to lay out a strategy/road map that would make CIOs comfortable with an Alpha direction instead of falling victim to a Wintel promise. As for HP, I agree with what you say, but at least they have the high end products to sell. Dell & CPQ are trying to enter the high end and therefore will be hurt more IMO. HP, Sun & IBM (and yes Dec) already play there and therefore the 6 months wouldn't mean as much to them. I also don't think CPQ has their act together enough to turn this into a victory. If they did, they wouldn't have let Dell sneak up their behind :) p.s. I know the press/spin doctors agree with your version of HP suffering the most.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next