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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Mary Cluney who wrote (50580)	3/13/1998 1:19:00 AM
From: Paul Engel	Read Replies (4) \| Respond to of 186894

Mary and Intel Investors - Compaq, Intel and Microsoft will make a joint announcement at CeBIT. I guess the Compaq-Intel relationship isn't totally dead. Paul {==========================} Thursday March 12, 1:09 pm Eastern Time Compaq to unveil small business strategy MUNICH, March 12 (Reuters) - Compaq Computer Corp (CPQ - news). said on Thursday it planned to outline a new worldwide strategy for selling computers to small and medium-sized businesses next week at Germany's CeBIT computer trade fair. The company, which a week ago shocked Wall Street with a warning about profits and slackening demand, said that chief executive Eckard Pfeiffer would detail a new range of products and services at a news conference on March 19. The company, in an invitation to the event, said representatives of chip maker Intel Corp. [Nasdaq:INTC - news] and Microsoft Corp. [Nasdaq:MSFT - news] would participate in the announcement. Late last week Compaq said it would only break even in the first quarter, a result far below expectations, and said demand was weakening as it sought to move inventory that had built up at retail outlets and computer dealers. The company, the world's largest PC maker, has also apparently hit turbulence as PC demand has shifted to machines priced below $1,000 and in turn put pressure on margins for servers. Servers, brawny computers that control networks and the Internet, have provided a large share of the Houston company's profit. More Quotes and News: Compaq Computer Corp (NYSE:CPQ - news) Intel Corp (Nasdaq:INTC - news) Microsoft Corp (Nasdaq:MSFT - news)

To: Mary Cluney who wrote (50580)	3/13/1998 8:15:00 PM
From: Tony Viola	Respond to of 186894

Mary, >>>"In any case, to bring this discussion back on topic, Is there a mainframe world north of AS400 and south of system 390 that is fertile grounds for Merced? And how big is that world (market)?"<<< Absolutely. Sun Microsystems E series machine E3000, E4000, E5000, E6000, E10000, (E1000 gets up to $3,000,000 for the biggest configuration). These Suns run Solaris, Sun's version of UNIX, so will Merced, as well as other forms of UNIX. Tandem Himalaya series, OK, on this one the customer would have to change operating systems as Tandem's is proprietary. Customers may be just as resistant to doing this as they would be of dropping MVS. Unisys, NCR, Bull Woops, gotta go. I'll finish this later, Monday at the latest. I think you get the idea with just the above, though. Tony