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

To: Klingerg who wrote (8717)	8/15/1999 8:56:00 PM
From: Klingerg	Read Replies (1) \| Respond to of 11417

Business Week Article on Ann Livermore, Head of HP's E-Business effort....You need to register to access site businessweek.com@@RJc4s2cAA9z6TAEA/premium/99_35/b3644121.htm Interesting excerpts... ".....Working with a team of longtime HP managers and cyber-savvy consultants, she quickly pulled together the E-services strategy. The idea is that in the future, more corporate customers will want to outsource computer operations to companies like HP and its partners, who can manage complex applications and Web sites for them. And rather than charge customers for computers and related technology, Livermore thinks as much as 80% of HP's enterprise revenues could one day come in the form of monthly service fees--much like utility bills--paid for the outsourcing. ''An electric utility doesn't get paid for its power plants--and they cost a lot more than computers,'' she says....." Gee, howcould HP charge/collect those revenues? I wonder.... "....MARCHING ORDERS. To make deals happen in Internet time, she began ''timeboxing'' them--that is, setting dates by which a deal had to be done. When talks began to provide Web application host Qwest Communications (QWST) with $500 million in HP equipment in exchange for a cut of future Internet service billings, she laid down a law for the negotiating team: ''At no time during our negotiations do I want to get a call that we're moving too slow.'' It worked. HP landed a deal that could bring in $1 billion in revenues during the next three years. So far so good. While HP's stock has jumped 50%, to 106, since March on surging printer and PC sales, E-services could bump it to $130-plus in short order, says Salomon Brothers Smith Barney analyst John B. Jones Jr. That hinges, however, on execution and whether she can pull together technologies from inside HP and its partners. These technologies range from information appliances to software that links customers to suppliers....." Remember that Q-West commercial about the motel where the customer is able to see any movie ever shot? Just food for thought while we await tomorrow....

To: Klingerg who wrote (8717)	8/18/1999 12:23:00 PM
From: Klingerg	Read Replies (2) \| Respond to of 11417

HWP E-Services Initiative And WAVX/Embassy/VerSecure Role.... I posted this on RB but I wanted to see if those here had any comments too. I'm not a techy but look at this and tell me that HWP's E-Services doesn't focus on VerSecure (ie.Embassy) 1-Go to HWP Web page for Enterprise Computing (http://www.enterprisecomputing.hp.com/ ) and click on "Internet Business Solutions" under Products and Solutions 2-At "Internet Business Solutions" ( internetsolutions.enterprise.hp.com ) click on the site map 3-On the Site Map ( internetsolutions.enterprise.hp.com ) look under Product Information, Enabling Technology. There under Security is VerSecure. And what is VerSecure? It's Embassy! Everything else listed as an Enabling Technology for HWP'S E-Services concept appears to be software enhancements to servers etc. But I'm not a techy? What do you think? And what do the Techy's here think?