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Technology Stocks : Compaq
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To: Richie who wrote (41347)12/27/1998 8:43:00 PM
From: rudedog  Read Replies (1) of 97611
 
Richie -
The plans for the storage initiative were well advanced at both DEC and CPQ before the merger, targeting '99. Much of the work in 2H98 was to get the product offerings combined and develop a solid distribution plan. I expect to see these offerings in early '99, adding to the StorageWorks line as well as CPQ's other enterprise lines. Storage could be a $10B business all by itself within a year, if present trends continue. I expect CPQ to kick EMC's butt in the high end multivendor space - they have better offerings and a much better integration capability.
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