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

To: rupert1 who wrote (70924)	11/3/1999 10:17:00 PM
From: rupert1	Read Replies (1) \| Respond to of 97611

Courtesy of Helpinout Sprint, Compaq spill more ASP plans By Dan Briody InfoWorld Electric Posted at 10:16 AM PT, Nov 3, 1999 DENVER - At the ASP Summit conference here Wednesday, Sprint and Compaq both clarified their intended roles in the emerging ASP market amidst the confusion and hype of this fast-growing industry. In a keynote speech addressing the role of the telecommunications giant amongst ASPs, Jeff Anderson, vice president of strategic development at Sprint Business, boldly predicted that ASPs are "on the verge of shaking up the world." In recognizing the ASP trend as such, Anderson identified market's key challenge in going forward as the need to forge complex partnerships required for seamless solutions. "The delivery model is only as strong as the service level agreement for each component," Anderson said. "They all have to work in harmony." Sprint, for its part, prefers to act as both an enabler of ASP infrastructure as well as serving as an ASP itself for large enterprises. Through its Preferred Partner Program, the company hopes to qualify "best of breed" ASP partners to do co-branding and co-marketing for small and medium businesses. In addition, Sprint has announced a partnership with Deloitte Consulting to provide customized ASP service to Fortune 1000 companies. "In essence, Sprint itself has become an ASP," Anderson said. Following Anderson was Eduardo Pontoriero, vice president of Compaq's eService Providers Practice, who also portrayed Compaq as an enabler of ASP technology. Though Pontoriero did not go so far as to say that Compaq would serve as an ASP itself, he did reconfirm the hardware giant's commitment to serving the marketplace. Originally, Compaq's intentions in the ASP space were unclear. But Pontoriero's speech made it clear that Compaq's position in the market is to provide the necessary technology to enable the space. Pontoriero also warned ASPs against trying to promise high availability to every customer, saying that only certain types of clients will need the costly hardware and network systems required for "99.999 percent uptime." "You need to identify what customer's really need," said Pontoriero. "Do they all really need 99.999 percent? In going from 99.5 percent to 99.95 alone will double their costs."

To: rupert1 who wrote (70924)	11/3/1999 10:59:00 PM
From: Captain Jack	Respond to of 97611

Hey 5-fer--- No matter how much sugar they put on the AV sale it is still BULLSH!T,,,,,,,,, yOU ARE RIGHT THIS TIME..

To: rupert1 who wrote (70924)	11/4/1999 8:05:00 AM
From: Lynn	Respond to of 97611

Although I am one of the people here who did not think CPQ should have sold AV, it sure sounds to me as if EP is embarking on a campaign to "salvage" his reputation. To quote from the article Victor obtained from helpinout: "I do not know what the reasoning of the board was in selling AltaVisa, but the company gave away a major presence and a major capability that would have given Compaq a major place in the Internet/e-commerce market," Pfeiffer said during an interview Wednesday. [end quote] EP does, "not know?" I find it really, really hard to believe that there was basically zero dialogue between EP _and_ EM and the board when it came to AV. I read EP's statement and all I see is someone who seems to want to absolve himself from all responsibility for the disastrous state CPQ was in when he, "resigned." This claim is step one. It will be interesting to see what he has cooking for step two. Wasn't EP on the Board? If he was, as I recall, it sure sounds to me as if he is alluding to, "the board," everyone listed in the back of the annual report, and "THE Board," a smaller, inner group that makes decisions on their own then bullies everyone else into agreeing with what they decide since from what EP states, they do not provide explanations for their decisions. EP comes across as a embitter, angry man from this short article. I do not know the man, but whatever aspirations he may have had a year ago, whether in terms of CPQ or elsewhere [i.e. ultimate desire to be CEO of some other company, say GE] the rug was pulled out from under his when he, "Resigned." EP seems to want to now hurt CPQ. Maybe he realizes and maybe he doesn't, but for him to be even partially be successful is to hurt us, existing shareholders. Lynn