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

To: Eddie Kim who wrote (32690)	9/10/1998 9:09:00 PM
From: JRI	Read Replies (1) \| Respond to of 97611

Eddie- Still think you'll be able to pick up Dell at 45? Think again.... 09/10 17:58 Dell <DELL.O> says Q3 "great" despite world's woes DALLAS, Sept 10 (Reuters) - Dell Computer Corp <DELL.O> Chairman Michael Dell said on Thursday his company was having a "great" third quarter in spite of economic and financial turmoil around the world. "The third quarter is going great and there is no change in our outlook from what we said at the end of the second quarter," Dell told reporters in Dallas, where he spoke at an economic forum. He did not give further details, but said he did not expect economic crisis in Asia and turmoil in the world's financial markets to drag down his company's growth. "It is true that some of these markets might be in a period of economic contraction, but that doesn't mean Dell can't grow even in that period," he said. Dell has consistently exceeded expectations for its growth and its founder and chief executive said Thursday he expected the company to continue to outpace the market and pick up market share from its competitors. He said the industry has shown annual percentage growth rates in the mid-teens and that those rates should continue for at least the next three to five years. "I don't think the personal computer industry is impervious to economic turmoil but I think companies and organizations are using computers as a way of getting ahead and driving productivity so in some senses this is not discretionary spending," he said. Dell also said consumer demand was being fuelled by the increasing popularity of the internet, a steady decline in the price of components and new technological advances. "When you get new features and functions, computing finds its way into places it has never been before: small and mid-sized business, emerging markets, countries that haven't had as much technology as they might have in the future," he said.

To: Eddie Kim who wrote (32690)	9/10/1998 9:51:00 PM
From: rudedog	Respond to of 97611

CPQ has played their cards perfectly here IMO - they have gotten MSFT to come as close to 'endorsing' Unix as MSFT will ever get, giving CPQ an opportunity to sell Unix into a mixed NT / Unix environment with the tacit support of MSFT, since CPQ can later sell NT on those same machines, something that HP IBM and Sun cannot do. MSFT has an incentive there to help CPQ sell as many of those as they can, since CPQ has the only story that leads to NT. As far as the actual NT development, we don't know how much has been going on behind the scenes but Maritz said NT5 first release would not contain this technology. That's not surprising given that NT5 is nearly complete in terms of coding (it takes nearly a year to go from complete code to released product on a big program like NT). We know from several sources (such as client-server news) that 64 bit NT is being developed on Alpha. That is where I would expect advanced technology like the Tandem and DEC components to show up. DEC has very advanced 64 bit capability and both companies have a lot of clustering and file systems technology. Tandem has advanced networking and I/O capability as well as the best fault-tolerant database in the business. They demonstrated this database running on NT more than a year ago. It's hard to tell from the material in the press just what is covered in the agreement but I would expect MSFT to move as much of this stuff as they can into NT, since it directly addresses a lot of questions enterprise customers have about scaling and reliability (Tandem systems scale to hundreds of nodes and have downtimes measured in seconds per year). So I would expect that the first release of 64 bit NT would have some of this technology. The date for that has been variously reported as early 2000 to late 2000. That's somewhere between 1 and 2 years from now. But the developers kits and beta products which will allow people to create applications for 64 bit NT will be out a year or so ahead of the real deal, if history is any guide, so I would expect to see that stuff next year. Guess what - it will only run on Alpha since merced will be a 2000 product.