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

To: ben. who wrote (32648)	9/10/1998 4:39:00 PM
From: Eddie Kim	Read Replies (4) \| Respond to of 97611

ben, i can't say quit while you're ahead...because you're were already miles behind when you started to argue with rudedog. He is one of the most knowledgable posters here. As for DEC...they didn't go under...CPQ bought them. As for Novell...i think they're still alive and kicking. Netware 5.x just came out and Schmidt seems to making some smart moves. Earnings were better than expected...They just need to grow again. As for SAP and NT on your machines..I have NT and Netware on my machine. I also have a Unix account. Don't ask me to explain any of it to you though because i don't have the fogiest. A highschool kid was in my office the other day. I asked him some questions and learned that Java, Javascript, Java Beans were all different things.

To: ben. who wrote (32648)	9/10/1998 5:09:00 PM
From: Senator949	Read Replies (1) \| Respond to of 97611

*why did DEC go under if they were so good?.* Excuse me for stepping in, but DEC did not go under. They were showing a profit for the last few quarters and their profits for the June quarter were the main reason CPQ's .02 loss wasn't much worse. EP realized DEC could be had for a song once someone told him the stars of their second last ad campaign were obtained form the board of directors to save costs. In return for this pittance we the CPQ shareholders have received some real jewels, ie. Alpha, Digital Unix, OpenVMS, Altavista and last but not least the best Service organization in the industry. Robin

To: ben. who wrote (32648)	9/10/1998 5:44:00 PM
From: rudedog	Respond to of 97611

ben - peace and good investing. I am not into vendettas, and much prefer civil discourse. As to your question about why DEC went under, it was not from a lack of good technology or good customer loyalty, but IMHO from irresponsible financial management. I have been involved with DEC one way or another since the early 70's - I wasn't avoiding the question, but 'what happened to DEC' could easily run to a couple of hundred pages. To get a good feel for what's happening in the market, take a look at Sun. The data shows we're both right. Sun lost significant business in their desktop lines to various Intel / NT products, most noticeably the professional workstations, but also to plain vanilla NT desktop machines. They lost units, and they had to drop prices to defend share. Supports your argument exactly. But in their high end business, revenue, margin, and units went through the roof. The 10000 series has been a terrific product for sun, and by itself more than made up for all of the shrinkage in the desktop systems. And Sun's business is growing well ahead of market growth rates. So this shift to the high end kept both revenue and margins under control. This is where CPQ intends to go with their high end lines. Supports my argument perfectly. So at the end of the day, an interesting question and maybe the beginning of an educational discussion all around... but I gotta go for now.