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

To: John Koligman who wrote (17385)	2/13/1998 11:26:00 AM
From: Mohan Marette	Read Replies (2) \| Respond to of 97611

Oh well,nothing wrong with HP speculating, we will have to wait and see how things develop,it might turn out to be nothing more than wishful thinking,at least let us hope so for the time being.It would have been nice to hear what Compaq has to say about it just to even things out besides the guy is assuming CPQ is going to neglect the Unix business and the DEC Pc business,what CPQ has in mind only time will tell. Lim predicted that the merged Compaq-Digital would not pay much attention to the Unix business,opening the way for HP to get into large existing Unix-based corporate accounts.

To: John Koligman who wrote (17385)	2/13/1998 6:16:00 PM
From: George Dvorsky	Read Replies (3) \| Respond to of 97611

RE: "Lim predicted that the merged Compaq-Digital would not pay much attention to the Unix business,opening the way for HP to get into large existing Unix-based corporate accounts. " That's funny. If HP goes after DEC's Unix business with HP Unix, why would a customer trade all his DEC hardware in for (slower) HP hardware? Why not keep his DEC hardware and load NT? It runs on Alpha. I think HP should be more concerned about CPQ going after HP's Unix business. If they run Alpha machines, they have the most seemless path out there to go from Unix to NT. They also have a faster Unix. gd p.s. Don't worry about the service business stuff either. Where are they going to go? To a second tier company that doesn't work weekends (or do 'Windows')? They will win some and lose some. gd

To: John Koligman who wrote (17385)	2/14/1998 12:47:00 AM
From: ed	Respond to of 97611

If HP can not steal DEC's business when DEC is alone, I do not quite understand how HP can steal DEC's business now when CPQ/DEL married . Actually CPQ/DEC may steal HP's business. Just read today's CPQ 22% price cut on servers. SUN already feel the heat !!!!!!!!!!!!