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

To: E_K_S who wrote (51968)	3/7/1999 1:55:00 PM
From: hlpinout	Read Replies (1) \| Respond to of 97611

Eric, This is the link to Company Sleuth web site. There is no cost to join and you can customize your portfolio. They are very good about e-mailing you every day so you can keep up on the most recent items including patents.The site provides some very unique information and I think you will enjoy it. companysleuth.com hio

To: E_K_S who wrote (51968)	3/7/1999 4:48:00 PM
From: rudedog	Read Replies (1) \| Respond to of 97611

Eric - It sounds like a "software Hub" to me. No, this is a key component in "Multi-path I/O" which is a requirement for high availabiltiy clusters if they are to do sub-second failover. It builds on Tandem patents. It is even more important than it appears. It allows multiple servers to own the same I/O devices, and allows the I/O data connection to go through multiple independent host systems concurrently. only valuable, of course, if you can have the I/O remote from the host box (another CPQ patented technology...) and also the cluster technology to have data and I/O hook up in a device independent way (IBM and CPQ both have patents in this area).

To: E_K_S who wrote (51968)	3/7/1999 6:22:00 PM
From: hlpinout	Respond to of 97611

Novell rumored to be in talks with Compaq-Barron's Reuters Story - March 07, 1999 13:43 NEW YORK, March 7 (Reuters) - Barron's reported that Novell Inc. is rumored to be in talks with Compaq Computer Corp. to create a new range of products. In its latest issue, Barron's said that Eric Schmidt, the top executive at Novell, which makes network management software, is rumored to be in "deep negotiations" with the world's largest PC maker to create a new range of "cache products." The products would give organizations the capacity to store local versions of popular websites on their office networks, eliminating the need to repeatedly download information from the Internet. If the rumors prove to be true and a deal can be struck, Novell could be "propelled to the top of this promising new market," Barron's said. Last year, sales of caching devices totaled just $207 million, but could mushroom to a $4.1 billion business by 2002, Barron's quoted. Bullish analysts say the deal could turn out to be a "huge success," adding also that the company is "well positioned" to cash in on the explosion of Internet business over the next few years. Some analysts expect it to double its earnings from 29 cents a share in the fiscal year ended October to 55 cents for the current fiscal year, while sales of certain core software applications could continue to grow by 40-50 percent a year, Barron's reports. Its stock could rise to $30 from $20 before long, reaching $80 in the next five years or so, Novell's fans told Barron's. Novell closed at 20-1/8 on the Nasdaq on Friday.