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Technology Stocks : Compaq
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To: jim kelley who wrote (75341)1/6/2000 10:06:00 PM
From: rupert1  Read Replies (1) of 97611
 
jim: My Compaq Deskpro (1997) also freezes up a lot, too. So it is not special to the EZ or Presario. From what I can gather the EZ freeze up because they are fitted with inadequate software which will be made adequate for the production models (but it does smack of a hasty launch). The Presario because there are compatibility difficulties with old software. And the Deskpro, EZ and Presario for essentially the same reason - processors overwhelmedby too many programmes feeding off too little memory. But dont' ask me to explain this - I dont even understand it.

I have my own reservations about all the fuss being made about the iPaq and the EZ2000 in the media. The iPaq is an important cog in a co-ordinated strategy to win more revenues and profits in the enterprise sector through the sale of complete systems and to stem losses in commercial PCs. The EZ is an attempt to preserve market leadership in the consumer sector. But neither, in and of themselves, will contribute much to COMPAQ's operational turnaround. Indeed the prominence they are being given is in danger of reinforcing COMPAQ "weaker" image as a boxmaker.

However, in terms of stock market perception and share price - which is what interests me more than freeze-ups - I suspect the iPaq and the EZ will give the COMPAQ steak a sizzle, and sizzle sells.
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