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

To: Kenneth E. Phillipps who wrote (36786)	11/17/1998 10:52:00 PM
From: Red Scouser	Respond to of 97611

Good points. So you are saying that computer sales will nose ( swan } dive. Sorry about your new computer. Neil

To: Kenneth E. Phillipps who wrote (36786)	11/17/1998 11:59:00 PM
From: Lynn	Respond to of 97611

Precisely my concerns when I posed my question here after being shot down over on the SUNW thread. There is a lot of euphoria over the judge's decision on the SUNW thread this evening and the far ranging implications of this decision on other corporations is of little interest or concern tonight. Short term, I do not see this doing CPQ any good at all. Besides business purchases of PCs being delayed, there are a lot of individuals out there who want to buy a PC with the latest version of Windows, not one that will be modified within 90 days. This could translate into delayed Christmas presents. Some of these people do not want to (potentially) spend extra money for the program modification (or upgrade?). Other people, those who are basically computerphobic, are going to hesitate about making any "changes" once their software is installed. Also, given that Windows 98 is still new and has a few bugs to be smoothed out, there could be additional people who just decide to wait figuring out the new version of Windows 98, the one that complies with the court order, will, in addition, have less bugs in it. I hope I'm wrong, but I have the gut feeling that the price of CPQ is going to stagnate or go down near term. Lynn

To: Kenneth E. Phillipps who wrote (36786)	11/18/1998 12:02:00 AM
From: Night Writer	Read Replies (2) \| Respond to of 97611

I wouldn't wait. Heard on NBR that decision won't be final until some time next year. MS will appeal. Besides you get a better version of WIN 98 if you buy now rather then later. IMHO Removing from market doesn't mean pulling the sold copies back from consumers. NW

To: Kenneth E. Phillipps who wrote (36786)	11/18/1998 9:47:00 AM
From: rudedog	Read Replies (1) \| Respond to of 97611

Given that even if MSFT is forced into this ridiculous strategy, OEM's will still be able to ship the current product for anything manufactured before mid-February of '99, which will make it possible to buy current windows systems well into March 99' I can't imagine it will affect the holiday season. I can imagine a rush of folks who want to use the current versions driving sales up in 1Q (which is typically slow), which would be a good thing for all the box makers. Unfortunately for JAVA fans, this is a really bad move for the future of JAVA. HP has already created their own 'clean room' JAVA variant. This will further split the JAVA community as MSFT, HP and others will now be forced to create and market their own versions instead of the 'real' JAVA. It pretty much dooms the notion of an industry-controlled and widely accepted JAVA and turns it into another proprietary SUN product. Too bad - Scott McNealy has turned his personal feud against MSFT into a disaster for JAVA supporters.