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

To: rupert1 who wrote (55226)	3/30/1999 3:57:00 PM
From: Jimbo Cobb	Respond to of 97611

CMNT breaking out nicely...hope everyone loaded up cheap like Jimbo did when he told u 2 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! jajajajajajajaja YES !!!!!!!!!!!!!!!!!!!!!!!!!!!!! GO CMNT !!!!!!!!!!!!!!!!!!!!!!!!! Jimbo.

To: rupert1 who wrote (55226)	3/30/1999 9:15:00 PM
From: rudedog	Respond to of 97611

good piece but a few factual errors - But no sooner, in hindsight, had Compaq bought Tandem with its MIPS legacy than it also bought Digital, with its Alpha legacy. It quickly cut down its chip legacy from two 64-bit processors to one -- the Alpha microprocessor. The MIPS chip is a 32 bit chip, not 64 bit. MIPS is discontinuing development of the chip line used by Himalaya so CPQ had no choice but to begin development on a new chip. There are no IA64 chips to develop on, and may not be for several years. Key features like lock-stepping required for the Himalaya nonstop architecture are not available in Intel's design. So Alpha was a logical choice. When Compaq was just another name for Compatible Quality (hence ComPaq) An often repeated tale, but not true. According to Gary Stimac, one of CPQ's founders, they wanted to call the product "Compact PC" to reflect the idea of a small luggable version of the IBM product, but could not trademark the name. By changing the last letter to "Q" they were able to get a trademark. The connotation of the "Q" with quality was a much later marketing spin. the NT versus Unix battle This is not a "battle" - CPQ has already announced that they intend to condense their UNIX development to Tru64, which will absorb the Tandem UNIX as well. Their strategic direction is NT. They will continue to support NSK and VMS for the particular customer segments where those products are dominant, which are multi-billion dollar businesses. But these are "specialty" operating systems. They of course continue to do extensive qualification for Win98 (and Win95 and back revs of NT), and will continue to do the work to assure that other operating systems which customers want to run on CPQ hardware, including Novell, SCO Unix, and Linux, run best on CPQ hardware. They also test and qualify IBM's OS/2 and Solaris (x86). But they do not have development people working on those operating systems.