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

To: rudedog who wrote (66736)	8/18/1999 12:28:00 PM
From: John Koligman	Respond to of 97611

Thanks for the response Rudedog. Looking at Sun and it's financial performance over the past few years tells me that it has wisely focused on profitable large servers and does not have the 'problem' of the box business weighing it down. I guess you are also telling me that GM's E-business wants large fault tolerant server capacity provided by the Sun/IBM type machines, else why not go the Intel/Microsoft route with cheaper hardware??? I hear you on CPQ's server share, I look at it as their 'last stand' and hope they can defend it and start taking share, instead of the other way around. Look at HWP, derided for years, then a couple profitable quarters and the stock moves up what, around 70 points??? Regards, John