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

To: Bipin Prasad who wrote (71409)	11/9/1999 10:21:00 PM
From: Jimbo Cobb	Read Replies (1) \| Respond to of 97611

How about CNXS, that one's in Minnesota also ?? So you are saying you know too much about NETP to invest in it, or what ?? Jimbo.

To: Bipin Prasad who wrote (71409)	11/9/1999 10:24:00 PM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 97611

Compaq set to unveil new Vista PC By Joe Wilcox Staff Writer, CNET News.com November 9, 1999, 6:25 p.m. PT Compaq Computer will attempt to jump-start its beleaguered PC business tomorrow by unveiling slick new models and announcing new content partnerships. The strategy, which will be unveiled at a press conference in New York, centers on simpler PCs that Compaq claims are easier to manage and that will come with specialized Internet content and services. Rick Belluzzo, the former SGI chief that took over Microsoft's content and consumer division, and executives from CMGI and Intel, will be on hand for the presentation. The companies will collectively participate in the strategy, which emphasizes "products, services, relationships, and partnerships," said a source close to the companies. {STOCKBLOCK cpq left] The computer at the center of it all is the Vista, which blends some of the best attributes of PCs and Internet appliances, according to sources. Compaq chief executive Michael Capellas in a recent interview with CNET News.com said that convergence is one of the major trends in corporate computing. "There will be a natural cannibalization of traditional [PCs] with Internet access devices, the Internet appliance, particularly in large companies where application people are writing more server-side applications that exist on the server," he said. This type of device makes the most sense "particularly if its wireless" and if "provided as a utility through an ASP, an application service provider," said Capellas. ASPs host software programs that large companies access remotely rather than running and managing locally. Intel earlier this year opened an Internet services center offering data and application hosting Vista sheds archaic ports and connectors, such as ISA expansion slots in favor of USB for easily connecting peripherals and NICs for connecting to corporate networks and the Internet. Compaq is also looking into offering wireless networking with the Vista, building on a solution recently introduced for Armada notebooks. Compaq isn't the only PC maker moving in this direction. IBM yesterday said it would introduce a simpler, Internet-ready PC, code-named EON, early next year. Hewlett-Packard unveiled the e-PC, a sealed-box system for accessing the Internet that will also come out in 2000. "It's the era of land-fill computing," quipped Technology Business Research analyst Lindy Lesperance. "As the cost of PCs go down and people focus on total cost of ownership it becomes cheaper to just get rid of PCs and buy new ones rather than upgrade what you have." Compaq will sell Vista for well under $1,000, said sources familiar with the project. The PC will likely be distinguished by new Internet content and services, sources added. Such a push would dovetail with Capellas' vision. "It's no secret that if you can't sell Internet services, or some services with the box, you won't make very much money," Capellas said last week. "So with the compression of the device, the compression of the prices on it, and really with the commoditization of it, yes, you have to bundle some level of service." Related news stories • IBM plans PCs with new look and feel November 8, 1999 • HP's Internet appliance really just a small PC November 5, 1999 • Capellas details plans for Compaq revival November 5, 1999 • Compaq to aim stylish PCs at businesses November 3, 1999