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

To: Salah Mohamed who wrote (77542)	2/5/2000 6:09:00 PM
From: rudedog	Read Replies (1) \| Respond to of 97611

Salah - I am exactly in synch with this analyst... he points out that "the bulk of its business comes from integrated storage attached to Proliant servers" which clouds the part of the business which does not - the multi-vendor StorageWorks part. After the acquisition of DEC and the integration of the CPQ, Tandem and DEC storage efforts, there was a lot of talk about how that business would grow. If the StorageWorks business is growing well, we don't know it and the street does not either, because the financial contribution is dwarfed by the ProLiant-attached storage, which is growing with ProLiant sales... My point is that the StorageWorks business needs a tighter focus and more visibility if it is to compete effectively with EMC... throwing the ProLiant numbers into that mix just confuses things and there is, as far as I can tell, nothing in common except both parts of the business use disk drives. My understanding is that StorageWorks has good technology. Just look at what has happened to EMC in the last few years - I would like for this business to follow a similar trajectory. I am concerned that it will not do that effectively while buried in with the captive ProLiant storage business.