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

To: rupert1 who wrote (53862)	3/18/1999 1:29:00 PM
From: rudedog	Read Replies (1) \| Respond to of 97611

Victor - The comments about booking revenue apply to "Classic Compaq". The revenue model for the high end lines is different. It is not unusual to have a large pre-payment (i.e. ahead of shipment) with order for the Tandem Himilaya shipments, since they are largely custom built, and take a while to build. Likewise some of the high end Alpha systems. Also, the emphasis on back-end loaded revenue seems to have been on these high end lines. I suspect that there are large sales pending, probably Tandem sales, which are big enough to affect the numbers. I know some people at Tandem but they are not talking except to say that they are well ahead of plan and are getting a lot of e-commerce business (i.e. systems to support e-commerce). Tandem and the top end Sun (UE 10000) have the performance and scalability lock on big servers, and Tandem has much better reliability (about 100 times better than the UE1000).