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Technology Stocks : Compaq
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To: Richie who wrote (41333)12/27/1998 1:35:00 PM
From: rudedog  Read Replies (2) of 97611
 
Richie -
CPQ plans on targeting storage business on all of it's competitors' servers - I know SUN is a big target of the storage guys in '99. With DELL announcing its foray into 'multi-vendor' (i.e. server-independent) storage. CPQ is poised to become the leader in multi-vendor storage and they have a big technology lead - they hold a lot of key patents. I think this is CPQ getting ready to hand DELL a lesson in economies of scale and enterprise distribution capability.
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