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

To: Pruguy who wrote (37791)	11/29/1998 2:52:00 PM
From: rudedog	Respond to of 97611

mike - Rudedog, can you expand on how the sunw-aol-nscp deal is likely to affect cpq. also what type of alliances and fights are current between cpq and sunw? Still formulating my thoughts on this, but some things are obvious. There is no possibility of an alliance between Sun and CPQ. CPQ has targeted Sun's server, workstation, and storage business with aggressive programs which include taking Sun equipment in trade on a CPQ product. CPQ's Alpha products directly map over the high end Solaris line, and CPQ's 64 bit Unix is in a three-way race with Solaris and HP-UX in the enterprise Unix space. The Sun spokesman who discussed CPQ participating with Sun in a non-MSFT appliance product was clearly smoking something that didn't come with a government tax stamp. But CPQ is well positioned both from a technology and manufacturing standpoint to do some kind of appliance with AOL, and this would fit with what I know of the consumer products strategy. CPQ could do something very competitive in that space, and they have done preliminary development on various similar products over the last few years, but have not taken any to market. If CPQ is involved in this AOL deal in some way, I would expect to hear either some news or at least some well founded rumors in the near future. I will keep my ear to the ground on this one.