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

To: John Koligman who wrote (25654)	5/6/1998 1:02:00 PM
From: rudedog	Read Replies (1) \| Respond to of 97611

That is correct, even the product known as Sphinx (SQL 7) is not an Oracle killer but is designed to keep Oracle from moving down into MSFT's traditional SQL market. This is one of the reasons that there has been reasonable cooperation between redmond and redwood shores, MSFT sees Oracle NT sales as incremental volume taken from the Unix guys, not database sales taken from SQL. There are a lot of strange alliances in this business if you look closely. CPQ buys the fibre channel chips from HP. HP buys completed fibre assemblies from CPQ - they make the chips but not the assemblies. IBM sells token ring technology to CPQ and at the same time pays them royalty on those sales because CPQ gave IBM rights to some of the PCI technology they had developed. I could go on and on... At the engineering level these are practical companies, they do whatever makes business sense.