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

To: Elwood P. Dowd who wrote (63779)	6/21/1999 1:20:00 PM
From: Jimbo Cobb	Respond to of 97611

El...Did U see this ??? PTEC is suddenly an INTERNET play !!!!!!!! quote.yahoo.com Over 2 million volume !!!!!!!! Finally PTEC gets some attention/respect !!!!!!!! Wonder if Tim Oliver is still holding ???? jajajaja Jimbo.

To: Elwood P. Dowd who wrote (63779)	6/21/1999 5:26:00 PM
From: Jimbo Cobb	Read Replies (3) \| Respond to of 97611

stop complaining and help your company out... athome.compaq.com I love my Presario notebook I bought a few months ago !!!!! Wish I could say the same for CPQ stock I bought a few months ago !!!! jajajajajajajaja Jimbo.

To: Elwood P. Dowd who wrote (63779)	6/21/1999 6:03:00 PM
From: J.Maz	Respond to of 97611

El & Thread: Here's the text of an interesting column in this week's PC Week by John Dodge: Things looked grim at Compaq eight years ago, too. It dug itself out then with cheap PCs, but the problems are much different now. Without a CEO and with many of its top execs racing for the door, the company seems to be in a tailspin. Last week, it said a sweeping reorganization will save $2 billion in annual costs and that layoffs will be incurred. How did things go awry? I can still hear former Chief Financial Officer Earl Mason's words about a year ago when he said the Digital acquisition would turn a profit or break even by the end of 1999. Chairman Ben Rosen says pressure on PC pricing (a constant in the business), inadequate revenue growth and a burdensome cost structure combined to hurt the company in the past two quarters. Given that it has $14 billion to $15 billion in current assets, its financial situation looks stable. But it's hard to tell if those assets are cash or even liquid from the data on the Compaq Web site. My prescription? Scrap Eckhard Pfeiffer's overly ambitious revenue targets. Concentrate on PCs, servers, networks and migrating to the Dell direct model. As for Digital, sell off all but the services division. Compaq has neither the resources nor the expertise to continue supporting all legacy Digital architectures. At its core, Compaq is a PC company, not a diversified computer company like IBM or HP. By the way, Compaq, about twice as big as Microsoft in revenues, has averaged 1.15 press releases a day in 1999. How can Compaq pull out of its dive? Write me at john_dodge@zd.com. John Dodge is a very savvy guy who's been around the PC industry for a long time. It should be interesting to see what kind of suggestions he receives. Regards, JMaz

To: Elwood P. Dowd who wrote (63779)	6/21/1999 6:06:00 PM
From: J.Maz	Read Replies (2) \| Respond to of 97611

El & Thread: FYI, here's the latest scuttlebutt about CPQ in the Rumor Central column in today's PC Week: "Will Compaq Nation turn its lonely eyes to ... Jack Shields? That's the word from a Tabby tipster who reports that Shields is in the running for the Houstonians' vacant CEO spot. El Gato's first question: Who the heck is Jack Shields? The answer: an ex-Digital executive and one of the company's first 100 employees, who started Digital's services business but bailed out after a falling-out with Ken Olsen over the initial Alpha strategy. After that, Shields did a stint in the early '90s as CEO and president of Computervision. Shields, contacted late last week, said the rumor was news to him and that he's not interested. Another subject of much speculation is David House, who stepped down as president and CEO of Nortel Networks last week. House, who's done stints at both HP and Intel, would be a natural to lead either Compaq or HP. But speculation is all Rumor Central has right now, as both companies remain as tight-lipped as ever. As one Compaq insider noted, "Everyone was told at DECUS that talking to the press would be career-limiting." Compaq's toughest job must belong to its Webmaster. With all the executive departures, the management team page at Compaq's site changes faster than His Hirsuteness can hit the reload button on his browser. With the business shake-up proceeding apace, Compaq's product teams aren't standing still. A source told the Tabby to expect a line of Compaq-branded thin-client terminals, which Compaq will offer to customers that purchase its Windows NT servers supporting Microsoft's Terminal Server Edition or Citrix's MetaFrame." Have a nice evening folks. JMaz