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

To: The Duke of URL© who wrote (69714)	10/23/1999 11:43:00 PM
From: rudedog	Respond to of 97611

Duke - CPQ does not have a "mainframe" business in the sense that IBM has. The Tandem Himalaya business is at the high end - even above IBM's top offerings - but in a very specialized niche. There is zero chance of Y2k problems on those machines, since Tandem controls almost everything that goes on them - applications, interfaces, even programming conventions - and has been working Y2K compliance since 1997. The DEC business Dan is referring to is the VMS business. Back in the heyday of the mainframe, DEC was #2 in revenue into that market. There are two views about their exposure - 1) Much less COBOL "Business" programming was done on VMS => less exposure 2) Those are often mission-critical systems => more risk I don't know the real answer. Maybe someone who is closer to the current VMS base could answer - say Terry Shannon who has followed that stuff closely. I'll see if I can get a response from him.