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

To: rudedog who wrote (66966)	8/27/1999 2:43:00 PM
From: John Koligman	Read Replies (1) \| Respond to of 97611

Rude or anyone - Have you heard anything new about a CFO, or do you think they might make the 'acting one' permanent?? Also, what is your take on CPQ's E-commerce and server farm plays so far?? Thanks, John PS - I also see that HWP is making a push in the thin client arena with their 'Entria' series of boxes. Wonder what CPQ thinks of this market??

To: rudedog who wrote (66966)	8/27/1999 8:15:00 PM
From: E_K_S	Read Replies (1) \| Respond to of 97611

Hi Rudedog: What impact will this announcement from Dell affect CPQ specifically and the industry in general? IMO it may reduce margins short term but help expand the overall market (with lower price product) and grow the enterprise service sector demand and eventually increase the (enterprise) hardware upgrade cycle. ===================================================================== Technology News Dell Enterprise Storage Push May Lower Prices (08/27/99, 12:22 p.m. ET) By Martin J. Garvey, InformationWeek Dell Computer Thursday said it is poised to enter the enterprise storagespace. Though it won't butt heads with EMC, HDS, and IBM when it comes to enterprise storage involving mainframe data, it will soon offer a storage system for Windows NT and Unix comparable to that of any other vendor. Dell's presence in the market will likely bring enterprise storage prices down to commodity levels. Dell is readying a storage area network (SAN) solution that can scale up to 16 terabytes of capacity, according to Michael Lambert, Dell's senior vice president of enterprise systems. Before this, Dell's high-end storage capacity was 4 terabytes. The new architecture includes four 4-terabyte storage systems attached via multiple Fibre Channel switches to as many as 20 NT servers, which initially will come from either Dell or Compaq. Dell will sell a fully loaded PowerVault SAN for less than $1.3 million, as much as 20 percent lower than the cost of competing enterprise storage systems. The PowerVault SAN with NT servers will eventually support data from Sun Solaris servers and, later, other versions of Unix. According to Lambert, Dell has had the network storage capability for a while, but wanted to make sure such high-end storage systems would fit its direct-sales model. After testing the four-server, 4-terabyte PowerVault solution with hundreds of customers, Lambert said the company is ready to make it generally available. "We made sure we didn't jump into the deep side of the pool and drown," he said. "Now the biggest thing we need is the software to understand it all." Dell will count on software partners for SAN management and other advanced storage features, such as remote mirroring, Lambert said. ===================================================================== I wonder if CPQ will be one of these new Dell software partners LOL! EKS