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

To: rudedog who wrote (66800)	8/19/1999 10:59:00 AM
From: John Koligman	Read Replies (2) \| Respond to of 97611

Somewhat OT - The CPQ thread has attained 'near legendary' status<ggg>.. This is from an article in an upcoming issue of Money mag... John Silicon Investor (www.techstocks.com) Lay of the land: Nicknamed SI by its users, Silicon Investor is the upscale neighborhood in town, attracting a high percentage of advanced investors and active traders. Anyone can read the messages for free, but to post your own thoughts you have to pay ($200 lifetime, $60 half-year). The fee may give SI an elitist air, but it's just steep enough to deter the less serious from joining, and many discussion threads are earnest indeed. "Stocks go down ultimately for fundamental reasons," writes dppl, the founder of the popular Technical Analysis for Shorts and Longs thread. "But these reasons are often foreshadowed by technical indications [that] can show the writing on the wall before the wall is even visible." Highlights: Not surprisingly, considering the site's address, tech discussions are by far the most popular forums. Some, like Dell, Intel and Compaq, have attained near legendary status, thanks to the variety and intelligence of their posts. But there are also good forums that are not focused on individual stocks, such as Market Gems, with its bent toward short-term trading, or Ask Michael Burke, where a guy named, yep, Michael Burke, opines on subjects ranging from economics to John Travolta. Fitting in: Like a gated community, SI quickly escorts rule breakers out of town. Those who violate the site's hallowed Terms of Use by posting advertisements or abusive or obscene comments get booted without a refund. It's probably no accident, then, that unlike at most message sites, many participants here feel comfortable enough to post under their real names rather than kooky handles. Warning: Even the best neighborhoods have back alleys. You should avoid the $5-and-under forums not only here but wherever you travel, since those areas tend to attract users more interested in pumping stocks than analyzing them.

To: rudedog who wrote (66800)	8/20/1999 1:07:00 PM
From: rudedog	Read Replies (4) \| Respond to of 97611

Don't know what this means - just received it. CSN 313-02 Compaq Said To Be Killing NT-on-Alpha Compaq is ditching its NT and Windows 2000 efforts on Alpha as part of its latest economy drive, according to usually reliable sources who say they are echoing reports out of Compaq itself. Compaq corporate PR in Houston, however, denied that Compaq was terminating over 100 NT engineers at what was DECwest, the enclave DEC maintained in Bellevue, Washington that is thought to house the bulk of Compaq's NT resources. Sources, who swear the reports are true and that Houston isn't current, say the termination notices will be distributed September 1. Supposedly, information about the termination packages Compaq will offer is already up on an internal web site that outsiders can't access. Only staff that is working on Service Pack 6 is being retained, according to e-mail accounts said to be emanating from DECwest. It is unclear because no reference was made to it what fate may lie in store for 64-bit NT-on-Alpha, whether it alone will be retained, or whether Microsoft, which has been doing a lot of its development work on the thing in the absence of Merced silicon, will soldier on alone. Microsoft, DEC and Compaq together have of course promised NT running on 32-, 64- and even 128-way machines and Compaq pulling the plug would of course go down as a defeat that Sun CEO Scott McNealy could gleefully exploit. Microsoft just lost another potentially high-end OEM in SGI, which backed off NT completely a few days ago in favor of Linux. It is going to sell off its new workstation unit which is draining it of millions of dollars and dedicate its Intel server line, which will ultimately replace its very high-end Mips boxes, to Linux. In the past NT has lost both the Mips chip and the IBM- Motorola PowerPC as platforms as they lost any chance at serious volumes. Compaq is said to be doing too little business in NT-on-Alpha to make it viable under the company's present circumstances. The move, attributed to poor marketing, will reportedly affect both workstations and servers, which reportedly bring in only about 15% of Alpha revenues carrying NT. Samsung's Alpha Processor Inc, which DEC and after it Compaq set up as the Alpha's conduit into the mass market, was reportedly blindsided by the reports. The reports are consistent with what Compaq said Tuesday at a press conference in New York. Compaq enterprise chief Enrico Pesatori in the presence of Compaq chairman Ben Rosen described Alpha, in what little was said about it at all, as the company's high-end which was focused almost exclusively on Tru64 Unix, the brand of Unix software Compaq inherited from DEC. OpenVMS will also still go out on the platform as may Linux. - MOG