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

To: Elwood P. Dowd who wrote (71133)	11/6/1999 10:40:00 AM
From: rupert1	Respond to of 97611

El: That analyst is far too conservative respecting potential gains in Compaq in the next 6-9-18 months. But you notice how they all say its "cheap". Jubak says, too cheap to buy, others say the opposite. But if you consider the p/e it is not cheap at all. It's p/e is in the high 20's, probably 30 after yesterday's rise. IBM and HWP are in the low 20's. Only DELL in the 50's is higher. By all other measures it is cheap. I think that the market wants to adjust the p/e in line with the other measurements by increasing earnings estimates for year 2000 but MC won't co-operate. So we have an anomaly. Maybe that's what they are going to unveil on 10th November in New York - an ANOMALY.

To: Elwood P. Dowd who wrote (71133)	11/6/1999 11:26:00 AM
From: Captain Jack	Read Replies (1) \| Respond to of 97611

NOV 6, 1999, M2 Communications - Compaq today announced that America Online, the world's leading interactive services company, has agreed to purchase additional Compaq AlphaServer systems running on the Tru64 UNIX(r) operating system. The new AlphaServer systems will be used in addition to existing Compaq NonStopTM Himalaya and AlphaServer systems currently installed at AOL. A Compaq customer for more than five years, AOL now boasts more than 18 million members and has reported over 1,200,000 simultaneous users during its "prime time". Based on the Compaq Alpha chip, the industry's fastest microprocessor, AlphaServer systems deliver users high-speed processing for fast navigation in this demanding environment. Terry Laber, vice president of Systems Operation at America Online, said, "Our key priority at AOL is to ensure that our members continue to have the best possible online experience, and as we continue to rapidly build our network, we're pleased to build on our relationship with Compaq. Compaq, with its breadth of solutions, is able to help us deliver a network that is both scalable and reliable." Gareth Cadwallader, Compaq's UK enterprise director said; "AOL and other leading ISPs and ecommerce companies are building their businesses on Compaq servers and NonStop solutions to create an infrastructure that meets the 24 x 7 demands of the internet age." AOL uses Compaq NonStopTM Himalaya and Alpha Servers systems with the Compaq NonStopTM SQL/MP database to support several of its business functions. Today at AOL, the Compaq NonStopTM Himalaya system is tightly integrated with servers from Compaq and other vendors. Compaq NonStopTM Himalaya systems, widely regarded as the world leader in business-critical availability and massive scalability are increasingly attractive as powerful engines in large-scale Internet-based infrastructures. Their ability to deliver both availability and scalability is proving to be particularly valuable to large ISPs, government infrastructure providers, and global enterprises that are building large Internet-based business environments. Compaq's working relationship with AOL reflects its commitment to be the industry leader in helping companies exploit the advantages of Internet-based enterprise computing. As part of the Compaq NonStopTM eBusiness strategy, the company provides a broad array of platforms, solutions, and services, designed to provide the customer with the 24 x 7 availability, scalability, and data integrity that Internet-based computing requires. This agreement is in addition to AOL's strategic relationships with other technology providers. Company Background Compaq is the second largest computer company in the world and a leading provider of hardware, software, solutions and services to provide customers with competitive business advantage in today's Non-Stop eBusiness world. Compaq was established in the UK in 1984 and is headquartered in Richmond, Surrey. Its products and services are sold and supported through a network of marketing partners across the UK. Customer advice, reseller locations and information about Compaq and its products can be found at compaq.co.uk or by calling the Compaq Call Centre on 0845 270 4000. This is the Compaq UK telephone number for publication (all clients are charged at local rates).