|Based on what I am seeing here, it is ComPaq that is increasing server revenue rapidly, they have the "mindshare" momemtum on Server platforms/& Win2000 Server Rollouts.|
BTW, I am getting thoroughly and indubitably impressed with the whole new .Net strategy of Microsoft as well as their new products in the BackOffice family such as
** BizTalk, Bye Bye EAI STC/CrossWorlds , MSFT is coming for you
** The new Universal Runtime engine, wow, what a concept
I am very, very impressed again with MSFT products, and suggest anyone consider their company for investment.
Microsoft is back, it's business is mature, but it's a LOT better than some others like IBM.
Dell, unfortunately, is still sick from the neck up, with a misguided (but very rich) idiot who thinks that selling PC's direct is the same business as selling
** Enterprise Systems, 8 to 32 way and later, above
** SAN & NAS systems to corporations, Hell he could not EVEN make the Network Appliance linkup work, and NTAp is the BEST, and could have thought him a bit about the business, NTAp indicated that Dell's bottom basement salesreps could not/would not learn & be able to sell "semi to complicated systems" even an end-to-end solution like NTAP's products.
So I am bullish , a lot on MSFT, moderately on SUN, and not a hell of a lot on DELL.. If I had to buy a system vendor, I think ComPAq is the best positioned now for growth. BTW, I think their big purchases of DEC & the other one are starting to pay off in the realm of 8 way Plus & 16/32 processor systems with win 2000.