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

To: Jason W. France who wrote (22119)	3/16/1998 8:08:00 PM
From: Spots	Read Replies (1) \| Respond to of 97611

I don't know about CPQ's relationships with customers. Tandem and Microsoft entered into a partnership before the CPQ buyout of Tandem to port the tandem (patented, by the way) fault-tolerant and not-just-incidentally linearly expandable message and file systems to NT clusters. You can buy this today in the NT enterprise server. It puts the core of the now-famous "Himalay Junk" available in the NT-Cluster arena. Of course there's a lot of infrastructure to support all this on the H-Junk that didn't get ported. Also before the CPQ buyout, Tandem had developed and licensed to CPQ, NEC, and others, the ServerNet system area network technology. Another patented system. Now CPQ owns these technologies instead of licensing them. They can call shots where before they had to get in line. These aren't opinions; these are facts of record. I'm about at my end of this discussion, as everybody knows all I know anyhow. But there's no point in trying to apply yesterday's inferences to today's marketplace, except as the most general guidelines. We're going to wait and see. Maybe we'll win; maybe we'll lose; maybe we'll get rained out. Those of us in the ballpark, that is. <ggggg>

To: Jason W. France who wrote (22119)	3/16/1998 8:33:00 PM
From: Dulane U. Ponder	Read Replies (1) \| Respond to of 97611

Jason, a bit off topic but ... if you are bullish on Dell longterm, then you must not share the concern of many on this thread, including me, that pc's will become commodity items, at least on the retail level (excluding that small portion of the retail market which always demands high-end products [the Sub-Zero refrigerator or Macintosh sound system components, for example]. You must also refute the notion that enterprise computing is a threat to the pc as it is most commonly defined today. Would appreciate yor thoughts. dulane