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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Captain Jack who wrote (62878)	6/11/1999 10:05:00 AM
From: BillHoo	Read Replies (2) \| Respond to of 97611

<<Why would he want it now if he did not want it then,,, bigger discount?>> ENTERPRISE In Apple's reorganization, the current iCEO Steve Jobs made a rumoured deal with Bill Gates to stay away from enterprise for 4 years in return for token infusion of $150 mil and a promise by MSFT to revamp development of MS Office for Mac. In the bargain, Steve Jobs also promised to kill the Newton Project so that MSFT could put pressure on CPQ to abandon their Win95 handheld in favor of a WinCE handheld (another rumour in the valley). Back in 1997 this looked like a good move to Bill Gates. At the time, there was no hope for an APPL recovery. Now the company is strong. They are cash rich compared to DELL, GTW and CPQ. Market share is increasing on the home and education fronts. APPL is poised to own the digital video and streaming markets with Quicktime, Firewire and Final Cut Pro. The only void is the enterprise market. Compaq has a strong brand for enterprise that would work nicely. In 1996 Compaq had developed and was getting ready to realease a Macintosh clone. Steve Jobs came along and killed clone licenses by making them to pricey for developers. Compaq then cancelled their plans to enter the Mac market. A Compaq-branded Mac for enterprise could be a lucritive partnership for Apple as they reorganize with OSX Server and other software products. Their strong relationship with the Palm Pilot development team could also be added to the enterprise mix (those guys spun off from Apple's Newton team). All sorts of things could spin off from such a partnership; high-quality, cheap computer video conferencing wih Quicktime technology --- handheld that tap into Palm's 72 percent market share (Other 28 percent is shared by the likes of HP, Cascio, Sony, CPQ, and a dozen others) --- laptops that draw on the compact, low power, fast and extrmely cool IBM PowerPC G3 processor (ever notice that Mac Powerbooks have longer battery life and don't need cooling fans for the processor. Apple needs leverage these advantages into an ultra-slim laptop. CPQ has good experience making these even hampered by the bulky Pentium). Of course these are just random musings and probably would never happen. It just seems all the stars are aligned for it now. In six months the whole constellation may change. -Bill_H