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

To: Windseye who wrote (64587)	7/3/1999 12:50:00 PM
From: OverSold	Respond to of 97611

Windseye, For starters why don't you go to their website and check out the presentation for there new products and capabilities. It's a streaming presentation. Then think of all the services CPQ provides that Dell & Gateway do not. Since the direction of the PC is service and Internet. CPQ is doing pretty good. Now offering their own Internet service for I think $11.00 per month with automatic updates and fixes for your Compaq PC. Then there's the services CPQ provides to businesses. This are is huge. Remember when everyone was counting out IBM, the stock was trading in the 40's after having traded as high as I think 140 maybe higher. They were calling IBM a lumbering giant, mainframes were in question and there business was grinding to a halt. Now look at them. The key here will be the right CEO, if we can get a visionary in there CPQ will do well. It will be interesting to see the outcome in a year or so. CPQ may just surprise us and get it together in time for the holiday boom. Good Luck To All!

To: Windseye who wrote (64587)	7/3/1999 11:01:00 PM
From: Jack Whitley	Respond to of 97611

<<What else can be done that would stimulate/activate the market participants (us included?)>> 1) It will take hundreds of thousands of continually more powerful servers (in server farms) and configuration expertise to support the growing NT 5.0/Windows 2000 "code beast". 2) I see Internet Caching Systems sales going through the roof. 3) E-machines notwithstanding, there are millions of customers who still want powerful clients, and if Compaq focuses on direct, they'll get it right eventually. 4) When many, many, people figure item 1 will not provide desired reliability for many high transaction e-commerce implementations, Alpha and Unix will be perceived as a more valuable component of the Compaq mix. jww