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Technology Stocks : Compaq
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To: Captain Jack who wrote (74660)12/30/1999 8:31:00 AM
From: Elwood P. Dowd  Read Replies (1) of 97611
 


interesting wildfire reading
from SKC:
brian_cranston
12/30/1999 01:13 am EST

acersoft.com

i like this bit about how Wildfire could add $1 billion in revenues right out of
the gate:

WildFire systems have been up and running at seed sites for almost two
months, and Compaq reportedly is experiencing extremely strong demand
for the new high-end servers. When DEC introduced the AlphaServer 8x00
TurboLaser in April 1995, the firm boasted of more than 1K firm orders on
Day One. Given the year-long delay in the availability of WildFire, SKC
expects that pent-up demand will translate into a significantly higher Day
One order rate when WildFire makes its formal debut in 1CQ00. Indeed,
Compaq may be able to claim close to 2K orders when WildFire reaches the
First Revenue Ship milestone. (Sun Microsystems' Starfire, by contrast,
took almost a year to reach the 1K shipment level).

Using even a conservative 1K order rate, WildFire will significantly contribute
to Compaq's FY00 AlphaServer revenue stream. Assuming a relatively
modest average system price of $1M, WildFire should boost Compaq's
high-end revenues by as much as $1B right from the get-go. (SKC believes
two factors led Compaq to opt for a 1CQ00 Wildfire launch date. Production
constraints—the new GS-series systems are being built in Compaq's
soon-to-close Salem, NH facility—and Y2K lockdown issues probably
caused the firm to schedule a CY00 rollout date.)
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