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Technology Stocks : Compaq

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To: rupert1 who wrote (61968)5/24/1999 9:55:00 AM
From: rudedog  Read Replies (1) of 97611
 
Victor -
This facility (which I actually toured several years ago when it was still just DEC) is in the old telephone building in Palo Alto. It has little to do with the "internet" in terms which would leverage any business for Compaq. It is a "hub" for high speed internet traffic, but one which is buried deep in the infrastructure.

I wondered at the time why DEC was in that end of the business - this is the rough equivalent of a telco regional switch. There is no easy way to link this into an ISP or any other part of CPQ's business - it is just a junction box. Since the acquisition, CPQ has been looking for a way to sell this to one of the infrastructure providers but there was little interest - it's just a complicated piece of technology which makes a little tarriff money, nothing more.
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