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Technology Stocks : Dell Technologies Inc.

DELL 138.94

0.0%

Dec 5 9:30 AM EST

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To: BGR who wrote (80969)	11/17/1998 12:18:00 PM
From: rudedog	Read Replies (2) of 176387

is it worth the development effort given the future predicted market share of OpenVMS and OSF1 there are still more than 300,000 high end VMS sites, and that business generates more than $4B in revenue. This strategy gives those customers a way to start applications development in an environment where their existing hardware can be converted to Unix or NT and the apps will still run. That's a pretty good reason to do it - it protects that investment for the customers and keeps the business for CPQ. Also, how is this going to affect CPQ's relationship with MSFT (NT) and INTC (MERCED)? It is fully supported by MSFT as announced in September by Paul Maritz. Intel is probably not happy but it's their own fault given MERCED delays. CPQ will undoubtedly use this as an opportunity to get 64 bit mindshare. CPQ will also have a strong MERCED story with a good claim to being the NT vendor with the best 64 bit experience (in fact the only NT vendor with that claim). Also, does CPQ have the necessary internal culture for engineering development components? CPQ has more than 4,000 software developers, including some of the best in the business at Tandem and DEC. They will be developing many of the components for next generation NT products. They have a much stronger team in clustering and high availability work than anyone else in the game including IBM, and way more than MSFT. That was the other key part of the September technology announcements with MSFT. Seems to me that they run a major risk of losing focus as well as angering present development partners I agree that focus is the key issue. CPQ has inherited a smorgasbord of technology pieces. I think they are culling that, selling off components to MSFT and others where they don't fit the CPQ business model and integrating and expanding where they do have synergy. Execution will be the key to success here. So far I am impressed with the choices they have made - a good integration of AltaVista technology into the mainstream products, inclusion of clustering and silicon capability into the hardware lines. But they still have a lot of work to do. It's just that I haven't seen too many customers using it. The former OSF/ DEC Unix is the #4 Unix. They need to get into the top 3 in market share to be long-term viable. Maybe the NT interoperability and tight integration will get them there, maybe something else will be needed. But #4 is still a respectable market share.

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