Compaq Message Board - Msg: 470022

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Technology Stocks : Compaq

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To: Leo Francis who wrote (783)	11/20/1996 11:18:00 PM
From: hpeace	of 97611

LF.. the price is only issue. netware is still leader by long shot.. talk to netwrok analsyt.. they are going backwards if win nt goes to backbone.. the synergy is there plus the intranet product is super to go with already best network backbone. There is also a strength in groupware and intranet and the internet.. novell has a groupware although I think it is weakest link. the 10k is one thing but talk to ten netwrk engr and maybe all ten say they want netware for backone and maybe NT for some feature rich apps. the apps in engr and the win Nt are most promising. .. no fair talking to gates...do random sample. PS..I bring this up for one reason... our discusions lately are boring...same old thing.. remember LF ... I've been stressing this cpq to 88-90 for three months.

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