Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Ramsey Su who wrote (49736)	3/4/1999 12:04:00 PM
From: Knighty Tin	Respond to of 132070

Ramsey, Compaq and HWP are already loading Linux into workstations and servers, as are IBM and Dell. I don't see where this alliance gives IBM and Dell any advantage with a free, open OS. Yes, using Linux would cut the cost, but where is the rest of the software going to come from? I think some will be developed, again, open to all competitors. So, I don't see this as an advantage to either firm or a big disadvantage to other players. At the high end, Compaq is number one in many areas and HWP is gaining market share. Dell is doing ok, while IBM is losing share across the board. This year, a new Hitachi high end server is likely to chop IBM's share even more. So, they are desperate to keep those hardware revenues from falling like a rock every quarter. MB

To: Ramsey Su who wrote (49736)	3/4/1999 12:09:00 PM
From: RealMuLan	Respond to of 132070

<<This alliance should hurt their competitors, the only question is how much. Other than HWP, everything else is up. >> My explanation is that this is just a short-term tech. rebounce. Tomorrow's employment number will have a much bigger impact for the market goes one way or another. And IBM and Dell is up for different reason. IBM got a deal. Dell will split next Monday. I read from Dell thread, quite a few dell head said they will sell half of their position after split. So the trend for Dell is down. Split will not stop it.