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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Salah Mohamed who wrote (62925)	6/11/1999 8:37:00 PM
From: joel3	Read Replies (2) \| Respond to of 97611

Thread, Check out this article posted by Microsoft about the eBay outages. microsoft.com They claim that the problems stem from Sun Microsystems system. The solution...Compaq NonStop Himalaya Servers. Joel

To: Salah Mohamed who wrote (62925)	6/11/1999 9:01:00 PM
From: Elwood P. Dowd	Respond to of 97611

Salah..... very nice message. My problem with what's going on is the total silence from Rosen. He promised to be honest and to keep the shareholders informed. What we get from him is exactly the same treatment as we got from EP. No communication from headquarters, then a bomb from Kumar, then more silence from headquarters. Too much like the way Q1 played out to suit me. El

To: Salah Mohamed who wrote (62925)	6/11/1999 9:15:00 PM
From: E_K_S	Read Replies (2) \| Respond to of 97611

Hi Salah - I too was trying to figure out Mr. Kumar's comments. Your observations are quite helpful. However, my longer term concern is with CPQ's consolidation of DEC, specifically their service division. I have been accumulating CPQ below $25 for the last six months with the expectations that CPQ will develop a consulting/service division similar to what IBM has done over the last three years. Do you have any opinion as to how CPQ is transforming their DEC and Tandem merger in general and if they appear to be on track in building their service business like IBM? I see this as a very important transition period for CPQ. If Service Revenues can grow as a percentage of total product revenues, CPQ should be able to maintain a good growth rate going forward. CPQ has a lot of excellent assets and patents.....I am looking for a new management team that can take these tangible assets and mold them into new products and services. EKS

To: Salah Mohamed who wrote (62925)	6/12/1999 6:44:00 AM
From: hlpinout	Respond to of 97611

Hello Salah, Excellent post and analysis. Looks like Compaq will take a hit for sales last month in the higher margin server market but with e-bay down time and references to it being a hardware problem (Sun systems), perhaps customers will re-evaluate Compaq's fault tolerant servers in lieu of white boxes. Ebay suffers another outage By Jaikumar Vijayan Popular online auctioneer eBay is still working on a major system problem that has disrupted service since last night. A bulletin posted on an announcement board by the company at 8:15 a.m. Pacific time said that it still didn't have a "definite time for bringing the system back up,'' although estimates were that that service should be restored around 2 p.m. "based on the nature of the problem." EBay's latest outage is its second major service disruption this week alone, and continues a string of service outages that have plagued the company since the beginning of this year. Engineers working on fixing the latest problem believe they've finally identified the cause, according to the bulletin posted today. Though the company didn't offer details, earlier bulletins last night blamed a hardware issue relating to eBay's database servers. Hardware-related problems have already caused several other outages at eBay this year. The problems have ranged from failed memory and system boards to I/O subsystem failures and disk crashes. EBay's site is powered by Unix servers from Sun Microsystems Inc. The servers include Sun's highest-end, 64-processor Ultra Enterprise 10000 systems, touted by the company as fail-safe, reliable platforms for Internet applications. Both Sun and eBay hadn't returned calls before deadline. hio