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

To: Pruguy who wrote (48674)2/17/1999 11:09:00 PM
From: Harry Landsiedel  Read Replies (2) | Respond to of 97611
 
Pruguy. Re: "is there a chance we will begin to see a split into 2 camps......msft/dell and cpq/aol/novl/orcl with intl in the middle."

I don't think so. CPQ and MSFT have a very strong link. Much stronger than Dell, from what I gather. While cpq states that they will support Digital's systems for another 5 years, their biggest plus is getting customers to standardize on Windows 2000 platform. That's how they see moving up the food chain in the enterprise.

Rather than 2 camps, a better graphic would be two overlapping solar systems, with intc and msft as the two suns and the various hardware and software folks as planets/stars. CPQ is now a bigger planet than Dell orbiting around both intc and msft, with several "moons" of Alpha chip, VAX, Tandem, Alta Vista etc.

It is a very dynamic system, with companies moving closer in some endeavors and farther away on others.

I don't know if this makes any sense, but it is one way to look at it.

HL



To: Pruguy who wrote (48674)2/18/1999 12:52:00 AM
From: Night Writer  Read Replies (1) | Respond to of 97611
 
Pruguy,
Not a chance of a split into two camps. Compaq is in bed with Microsoft and Intel. Compaq is their biggest and best customer. Also their best hope for keeping them out of legal problems with DOJ. More importantly Compaq is focusing on their clients. What ever the client wants, the client gets. As long as the clients want Microsoft and Intel, they get 'em.
NW


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