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Technology Stocks : Dell Technologies Inc.

DELL 137.35

-2.3%

12:01 PM EST

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To: BGR who wrote (81244)	11/18/1998 11:19:00 PM
From: rudedog	Read Replies (2) of 176387

Apratim - Cynicism requires me to conclude that the days of CPQ's UNIX and VMS businesses are numbered Yes, and the himilaya and integrity business at Tandem too, but I don't expect that to happen before CPQ is satisfied that MSFT can carry the load, those are some stellar accounts (unforgiving too). I would expect Unix to last the longest, but CPQ needs to get into the top 3 to stay alive in the unix game. the similarity between this and JAVA is real ... interesting! You are really pretty sharp!! It's so similar it might almost be a negative image... I thought CPQ have more competent s/w developers than MSFT? CPQ has great talent in Operating systems development, and enterprise glue - clustering and middle ware. They have almost no applications people, and you need both types to make a complete environment. That's one of the reasons I am impressed with this initiative, on paper at least. But many a partnering deal has gone sour with those fun-loving boys from redmond.

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