RE: Interesting News..

More agreement. How many companies did AT&T buy only to drive them into the ground? How much advantage did Compaq take of the impressive Alpha technology? These mega mergers rarely produce anything much. Unless the HP strategy is to run Compaq's product line into the ground so more people turn to the HP products. That one might work...

Jay Miller

-----Original Message-----
Sent: Wednesday, September 05, 2001 7:16 AM To: Multiple recipients of list ORACLE-L

I agree. First of all there is no certainty that the marriage will ever be consummed (there has been a lot of corporate engagement break-ups in the past years. Remember GE/Honeywell, Jack Welch's apotheosis? German and French banks? Pharmacy?). There's too much overlap between the two (all those small NT servers ...), it will definitely translate into job-axing, bitterness, and a lot of people fleeing the companies (not the worst ones usually), which seldom has the best of effects on customers (there has been a time, during the Compaq/Digital merger, when in the whole greater Paris area there was ONE field-engineer to change controllers and the like for Alpha servers. Fortunate that MTBF is high). I am ready to bet that before long it will be such a mess, whether the merger goes ahead or doesn't, that Ms Fiorina will be thanked with a handsome cheque and that champagne will flow at Sun and IBM. In comparison, DaimlerChrysler will look like a major success story.

S Faroult.

Guy Hammond wrote:
>
> On the contrary, I'd say this is a godsend for Sun. Compaq made a mess
> of truly epic proportions when they tried to integrate DEC and Tandem
> into their operations. HP did just as badly with Apollo. There are going
> to be bitter turf wars between the HP/UX and Tru64 (or Ultrix or
> whatever it's called this week) camps, Alpha and PA-RISC, ProLiant and
> whatever HP's x86 servers are called, and so forth. Sun will walk right
> in and clean up in the workstation and midrange markets. And, when it
> comes to shifting x86 boxes, neither HP nor Compaq could match the
> efficiency of Dell, and in a commodity market, operating efficiency is
> all that matters. This merger will go down in corporate history as a
> mistake of epic proportions.
>
> Of course, I'm in the Solaris camp, so take my words in context :0)
>
> g
>
> -----Original Message-----
> Sent: Tuesday, September 04, 2001 7:30 PM
> To: Multiple recipients of list ORACLE-L
>
> I'm curious. What happens to Tru64 or HP-UX? One of
> them's got to go, would'nt you think? How about their
> Unix servers? I know they're both going to 64-bit
> Itanium eventually, but can they support both product
> lines? Wonder how VAX/VMS is going to fare? How does
> this effect Sun? I'd say this would have a negative
> impact on Sun.
>
> It'll be interesting to see what product lines get cut
> and which ones continue. Should be fun to see how
> things pan out over the next 12 to 18 months.
>
> mkb
>
> --- "Walthour, Jon (GEAE, Compaq)"
> <Jon.walthour_at_ae.ge.com> wrote:
> > Jared:
> >
> > It's the buzz of the office this morning. No one
> > here seems to have seen it
> > coming.
> >
> > Jon Walthour
> > Oracle Database Administrator
> > COMPAQ DBA Team
> > Cincinnati, Ohio
> >
> > -----Original Message-----
> > Sent: Tuesday, September 04, 2001 12:33 PM
> > To: Multiple recipients of list ORACLE-L
> >
> >
> >
> > HP Acquiring Compaq?
> >
> > Yow!
> >
> > That's big news!
> >
> > Anyone see this coming? I would have never guessed.
> >
> > Jared
> > On Tuesday 04 September 2001 07:02, Mark Leith
> > wrote:
> > > Thought this would interest you guys..
> > >
> > >
> >

>

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