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

To: mariner who wrote (30236)	8/2/1998 6:47:00 PM
From: enginer	Read Replies (1) \| Respond to of 97611

Sticking with 32 bits is like saying Henry Ford is doing fine with black model Tees. Why should we investing a paint factory that makes colors? Also, whether the best prevails or not, the fact is that Compaq will be offering the best, the cheapest, and most powerful computers for the Enterprise market, with support for the forseeable future. It will take Intel at least 6 months to a year to catch up to the Alpha in raw speed, if and when they do. The real question is whether Compaq is willing to try to raise public conciousness that Alpha is a valid (and long-lived) alternate to "Intel Inside" Also, Microsoft NT5.0 dominance is not a done deal. When relatively low cost Enterprise servers are available running Apache on Linux, and supported by Compaq, MIS managers may make the same leap that destroyed the "no one has ever been fired for buying IBM" myth. Current NT4.0 reliability under heavy load is much poorer than Linux, according to ssc.com.

To: mariner who wrote (30236)	8/3/1998 2:02:00 AM
From: Aitch	Read Replies (2) \| Respond to of 97611

Mariner, Compaq has a major advantage over Intel in the 64-bit arena right now. Merced has been delayed by "at least" another 18 months. There is a lot of development going on ITO Alpha and 64-bit NT. I believe that if Compaq gets it's marketing team into gear and does a better job of promoting Alpha, we will have a winner. The Alpha is a huge performer and with decent marketing and R&D focus has the ability to capture a substantial portion of the high end Enterprise market. Roll on Compaq ProLiant Alpha servers! No reason to divest. Commenting on today's lack of glamour regarding the Alpha, it is a pure result of DEC's (lack of) marketing for the product. Someone once said that if DEC was marketing Sushi, they would advertise it as "cold, raw, dead fish". (Not sure of the exact quotation, but it says it all...) Compaq sales people are actively pitching the 18 month lead we have over Intel Merced to their clients. Look for mare activity in this arena. Regards, Harrigan