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

To: ben. who wrote (32627)	9/10/1998 12:56:00 PM
From: Satish C. Shah	Read Replies (1) \| Respond to of 97611

Hello Ben: Your writing bothered me from the begining. Further bothered me when you said you do not need any education and then you said you are in the technology longer than rudedog is alive. Probably you are still dealing with electron tubes and eniacs and all that. Your writing did not bother me after that because I hit the next button. Regards, Satish

To: ben. who wrote (32627)	9/10/1998 3:45:00 PM
From: rudedog	Read Replies (5) \| Respond to of 97611

Ben - I feel your post requires a definitive response. I hate to burst your burbles, but the data you referred to is not very credible. My data is from IDC and Dataquest, the two most credible sources in the industry. where is your data from? Chances are, I am twice as educated as you are, and besides, I have been in the technology field longer than you have probably been alive. On the education front, I have an undergraduate EE majoring in processor design, and a masters EE majoring in control theory. I started working in the industry in 1966, so I have been involved for more than thirty years. I started a company which developed industrial computer systems. We were successful enough that I was able to retire before age 40, but got back into the game as a consultant because I missed the excitement. My client list over the last 3 years has included Microsoft, Oracle, Compaq, Sun, HP, and DEC among others. In the last 2 years I have had 1:1 meetings with Bill Gates, Larry Ellison, Steve Ballmer, Ray Lane, Paul Maritz, and many other key thinkers in this business. I would like to know your credentials since by your submission they are much more impressive than mine. You sound more like a guy who is married to a stock, oblivious to marketing blunders. Remember IOMEGA?. I am not married to any stocks but I go steady with some. If you checked my profile you would know that I am long in CPQ, Dell, MSFT, LU, and INTC - these comprise about 80% of my portfolio. Not every stock I pick is a winner but I am up about 270% in the last 3 years, so I'm not embarrassed by my investment strategy. I have not followed IOMEGA so I don't get your point there. I visit ten to fifteen offices weekly in my line of work. I can tell you that very few of the big ones use the proliant. 100% of the fortune 1000 use ProLiant. Maybe your line of work doesn't take you to where they are used. On NT, ProLiant has 45% of SAP installations and 60% of Exchange installations. Have you heard of SAP and Exchange? Your lack of knowledge of high end PC is Laughable. If you had a basic knowledge of this field, you would have known that the major difference between most high-end workstations and off the shelf PC has to do with the graphics and cache size. Do you know anything about bus architecture? Do you know what TAG RAM is? Do you know the maximum assignable cache line for different Intel chipsets? Maybe you can tell me how many desktop chipsets can address more than 1GB, and how many can cache more than 512MB? (Hint - the answer is zero). How many desktop systems support hot pluggable disk array cards with redundant failover? How many support MAC level aliasing? Don't tell me how much you know about this. It is obvious you are talking through your hat. If you keep posting this drivel I will expose your lack of knowledge remorselessly on this thread and anywhere else you post your inaccurate opinions. Quit while you are ahead. I don't get my technical knowledge from PCWEEK.