The negotiations between DEC and Cray Research Inc (CI No 1,804) for distribution of the Y-MP EL line are already hurting Convex Computer Corp’s shares which fell 11.1% on last week: analysts believe that the deal will negatively impact Convex as the company derives a substantial majority of its revenue from sales to customers who are essentially DEC customers, and to the extent that DEC is marketing Cray’s line, customers may start to demand the Cray architecture.
