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.

Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: John Hauser who wrote (116939)	4/13/1999 12:35:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

From the CPQ board...FYI.... <<Compaq IS Remaking Itself...... One of the primary reasons I have aligned myself with Compaq has to do with their work with Novell. Getting away from commodity fence-sitting (direct/indirect) box distribution strategy will require that they dig deep into new channels. They are doing this with companies like Novell right now. This is a major move which will differentiate Compaq going forward and lay the foundation for a whole new world of ongoing service-based revenues. This transition looks very messy right now, but if you can get out from behind Wall Streets "boxed" judgement you will begin to understand the vast potential. This is a post from the SI Novell board - see the clips below.... ====================== To: PJ Strifas (26618 ) From: PJ Strifas Tuesday, Apr 13 1999 9:55AM ET Reply # of 26633 Here's a small news clip regarding Novell and CPQ - seems that caching may be just the tip of the iceberg for this alliance. I can see a few more "appliances" in the works such as VPN, webservers, printer servers, email servers, firewalls..... I could go on and on. This could have a very positive impact on the perception that Novell really does help the internet grow and run faster. Once directories really start to become more mainstream with serious consumer applications, Wall Street will zero-in on Novell and the stock price will climb. Peter J Strifas ____________Compaq Targets The Appliance Market____________ Compaq plans to plunge headlong into the appliance market and sell stripped-down hardware and software bundles dedicated to particular applications. The company recently announced that it would sell Web caching appliances in conjunction with Novell but plans to go much further than that. Compaq is developing a file-serving appliance that will compete against a similar box available now from Network Appliance and Dell Computer, and many more appliances are in the pipeline. "We're going to do this for a range of applications," says John Young, Compaq's director of appliance and communication servers. "Appliances can offer performance gains and simplified management over general servers." He said Compaq is going further than Dell by building a framework for dedicated application appliances using its InsightManager tool set, which would offer better integration and management capabilities between different boxes. The first appliances under development are for Web caching and file serving. But also "under investigation" are dedicated devices for security, database, telecom, Internet serving, and mail and messaging. -- James Governor, InformationWeek UK >>