Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: Charles Tutt who wrote (7274)	1/26/1998 4:16:00 PM
From: uu	Read Replies (1) \| Respond to of 64865

Do you know if DEC is now going to be called Compaq or will the company continue to have its own identity? Yes, I also was disappointed to see DEC to be assimilated! - Addi

To: Charles Tutt who wrote (7274)	1/26/1998 5:20:00 PM
From: cfimx	Read Replies (6) \| Respond to of 64865

Charles, I HAVE To hand it to you for your UNCANNY ability to SPIN everything that is happening in computing as POSITIVE for your baby, sunw. The facts are that DEC is not going away so you don't have to "hate to see DEC go." Also, DEC customers have just had a large cloud lifted. Put yourself in their shoes. Would you feel better, or worse if your computer vendor was just acquired by the fastest growing LARGE computer company in the world, now second in size to IBM? You'd feel RELIEVED and excited. Charles, you are one of the biggest cheerleaders here, and I am sure you are appreciated for that. But ignoring the changing dynamics will not make the strengthening competitve challenges go away. This is bullish for DEC's customers, ALPHA, and DEC's effort to spread their UNIX. Also, see what happens to Alta Vista now. And new customers will give DEC a second look now that Compaq will be running things. Oh, and this is nothing but BEARISH for Sunw, just as the "glossed over" announcement that Netscape will no longer invest in Java is. In fact, Netscape's troubles can't bode well for Sunw. Need I remind you that Corel is now trading under $2 because of their misguided java effort. And where are the NCs, and Lotus's java based answer to MS office? You can't simply point to the stock price as an answer to these questions Charles.

To: Charles Tutt who wrote (7274)	1/26/1998 8:18:00 PM
From: cheryl williamson	Read Replies (2) \| Respond to of 64865

Charles, RE: Your UNCANNY SPINning capabilities - As we have come to expect, twister, the dipshit, has once again offered up an opinion that has no conceivable logical basis. CPQ (the GIANT "computer manufacturer") is nothing more than a resales channel for Intel. They aren't going to be able to do anything with DEC that DEC hasn't been able to do for itself, which isn't much. So, where is the threat to SUNW in this merger? There isn't a threat to SUNW. Period. DEC has tried to push NT on their Alphas for some time now, to no avail. Ultrix is weak and I don't know how many customers are using VMS. DEC has been having trouble innovating, unlike SUNW, for some time, and CPQ isn't going to innovate squat. Since they don't develop anything down in Houston, when someone mentions "innovate" they probably think of Bill Gates. I agree with you, that CPQ is most interested in DEC's support & service base. They're gonna need it when they start trying to support NT in the next couple of years. cheers, cherylw