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

To: rudedog who wrote (91121)	5/7/2001 1:39:58 PM
From: Tomcat	Read Replies (1) \| Respond to of 97611

Rudedog - My guess is Santeler was told to take over the clustered servers area when Mike Clark left. Santeler got screwed by AMD when they could not deliver on the K5 several years back. CPQ took a chance and Santeler had a group of people working closley with AMD on verifying the K5. AMD could not deliver and the group was dissolved. Soon after AMD bought Nexgen and got the K6 and CPQ signed a new cross-licensing agreement with INTC. The CPQ classic guys tried very hard to work with the DEC guys. They do have a bunch of very talented and sharp individuals. They are very understaffed and behind schedule on their own projects. It just never clicked. The Tandem guys are working closely with CPQ classic on Infiniband. Brad Anderson is a nice guy. It may be that his hands are tied, i.e. very tight budget. But he is still adverse to taking any type of engineering risks. Play it safe must be the McKenzie philosophy. Another area CPQ is avoiding risk and not doing very well is in server appliances. I don't know if this is the fault of John Young or that he is restricted in what he can do.