CPQ CONFERENCE...good comments listed
by: it_expansion 01/26/01 10:05 am EST
Msg: 214623 of 214625
The following are some of good comments from Compaq's conference meeting with the Stock Analysts:
MC
* We Believe We're Best in class in "Partnerships" upstream and downstream
* High Energy & Morale
* 4Q Revenue Up 10% +$4B, +19% in constant currency
* Op Expanses Down, Op Margins rising 80%
* Model Improving On Track: 1999 5% Growth, 2000 10%, Gained 1% Margin, Op Costs Down
* Compaq runs 12 of 14 Stock Exchanges
* Won 6 of last 7 Supercomputer Contracts
* Business Model "Mix Shift Improving" Across Business Segments and Balanced in Geographies
* #1 Price:Performance in Unix & Industry-Standard Servers
* We Have Faster-Time-To-Market
* Seeing Upswing in Customer Brand Loyalty
* Wildfire Hit Target
* Compaq #1 NT Servers and Linux Servers
* Proliant 360 Thin shipped 3X dense servers of next three competitors combined
* Enterprise Storage GR better than 50%
* iPaq Pocket PC ended year at $1B run rate sold out
* Windows2000 is absolutely picking up
* Compaq has 60% Market Share of CommerceOne and 90% of Global Trading Web eMarket places
* 4 Wins "Powered by Compaq" for Microsoft, CommerceOne, Walt Disney, and Yahoo Networks to 300M users
* From Oracle ralationship have 42% of WindowsNT market
* Oracle will use Compaq "Superclusters" and joint Services of the companies
* Windows will come up the underbelly of Unix market
* Employee surveys favorable Compaq improved in 26 of 29 issues
* Indendent Survey Showed Compaq #3 IT Company in Innovation
* Richest Product Set We Ever Had; R&D full speed; Continuing Show Momentum in Marketplace
* We transitioned from "18 yr Mainframe era of computing" to "Client/Server era" and "Internet era" with applications really built for the Internet being built out now for wireless and tons of PERSONALIZED CONTENT delivered to many devices closer to the user in cars, handheld devices,etc. (which is "edge of net" Servers with Oracle and our Storage)
* Compaq and Cisco Developing Next-Generation Content Server
* Compaq and CommerceOne..Next-Gen B2B Server
* Compaq and Ericsson..Next-Gen Wireless Server
* Compaq and Yahoo..Developing Next-Gen Scalable Server
* Differentation will continue to be engineering innovation, wrap them together, reach into 200 countries with Services |
