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

To: PCSS who wrote (78302)	2/15/2000 4:12:00 PM
From: Captain Jack	Read Replies (1) \| Respond to of 97611

SAN FRANCISCO, Feb 15 (Reuters) - Dell Computer Corp. <DELL.O> Chief Executive Michael Dell said on Tuesday that he expected adoption of Microsoft Corp.'s <MSFT.O> Windows 2000 software to be "strong," distancing himself from an industry report suggesting slow uptake. After delivering the keynote speech of a three-day official launch event for Windows 2000, Dell said previous comments on the subject may have been misinterpreted. Microsoft stock dropped more than 5 percent last Friday, its weakness linked to Gartner Group's report on the operating system, as well to Dell's comments. "I believe the adoption rate will be strong," Dell told a news briefing after his address. "The adoption rate of Windows 2000 will not be determined by my speeches, it will be determined by customer acceptance of the product, itself." "We see a lot of interest in Windows 2000, and our Dell technical consulting practice has seen a lot of demand," Dell said. He declined to give exact figures of sales or forecasts of how quickly the operating system would be adopted, saying, "How fast it happens I don't really have any idea."

To: PCSS who wrote (78302)	2/15/2000 4:23:00 PM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 97611

Compaq in server deal with Unisys By Joe Wilcox Staff Writer, CNET News.com February 15, 2000, 12:45 p.m. PT Compaq will likely rely on another computer company for its most powerful Windows 2000 machines instead of building its own, sources said today. Compaq has cut a deal with Unisys for 32-processor server computers running Windows 2000, said sources familiar with the deal. Under terms of the agreement, Compaq will resell the servers under its brand but Unisys will make them. Compaq's chief executive Michael Capellas will announce the plan at a keynote address tonight in San Francisco, sources said. Compaq refused to comment. Blue Bell, Penn.-based Unisys has been developing the technology behind the servers for more than two years. They will run Windows 2000 Data Center, which is expected to ship in about 120 days. The deal could be a big boost for Windows 2000 as it competes alongside large Unix servers from Sun and other computer makers. The arrangement also gives Compaq a foothold against IBM, which in September acquired Sequent. Sequent makes a competing technology to that used by Unisys, which IBM has been quickly integrating in its server products. Called non-uniform memory architecture, or NUMA, the server architecture scales up to 64 processors with plans of 256-processor support. Unisys' server technology brings its own strengths, such as the ability to run disparate operating systems, such as Windows 2000 and Unix, on the same system. This could be attractive to larger corporations looking for an inexpensive way of supporting existing Unix installations, while investing in a server running Windows 2000. The deal is potentially a big boost for Unisys, which has an attractive technology but doesn't move large volumes of servers, an area where Compaq excels. In 1999, the Houston-based computer maker accounted for 31 percent of all server revenue, according to International Data Corp. Capellas is scheduled to deliver his keynote at 6:30 p.m. PST during the three-day Windows 2000 launch event. Related news stories • Windows 2000 launch festivities begin February 15, 2000