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

To: rupert1 who wrote (71816)	11/13/1999 3:47:00 PM
From: Bipin Prasad	Respond to of 97611

I believe so. All OEMs do. You'll see Bill Gates touting about 2000 at the COMDEX. later, InSook

To: rupert1 who wrote (71816)	11/13/1999 4:03:00 PM
From: rudedog	Read Replies (1) \| Respond to of 97611

Victor - Let me be absolutely clear - the legacy free version of the iPaq WILL NOT RUN with either NT or Windows9X - they require the legacy hardware to boot. Windows 2000 is the first OS which will support such a platform. However, CPQ, DELL, and most other big OEMs have been shipping the "release candidate" version of Windows 2000 for several months already, with a promise of free upgrade (CD or via the web) of the final product. They would certainly do that with the iPaq. The big corporate customers have great hand-holding from MSFT on issues like this through the Platinum support agreements.

To: rupert1 who wrote (71816)	11/13/1999 4:48:00 PM
From: hlpinout	Respond to of 97611

Hambrecht & Quist Senior Analyst, Walter Winnitzki, to discuss MSFT, DELL, AAPL, CPQ radiowallstreet.com Dell starts 3:15 CPQ 10:18 Summary for CPQ 1. POTENTIALLY a turnaround story 2. Two issues. a. Core pc business falling behind, needs more efficiency and reduce costs. Some signs of change but no evidence. b. Enterprise- Failure to take advantage of DEC. Made a comment that CPQ is scheduled to make an announcement next year regarding the enterprise arena. 3. iPAQ- Liked it but stated that being cheaper means compromise. Due to being cheap, units will go up but revenue growth will lag. 4. Referred to MC as an outsider but it is too early to judge but he was saying the right things. This is MC's first title of CEO and therefore has no track record. Being new does not necessarily mean bad and could be what CPQ needed.CPQ needs CFO to help determine quality of management. Much will depend on how large corporate customers embrace MC. 5. CPQ has done a good job of aligning its consumer pc to the internet but one of the largest problems were CPQ's inability to tie itself to the reengineering that is taking place in corporate America around the internet. 6. Wireless computers are nice but not a big enough space to really bolster CPQ. 7. CPQ has the resources for the turnabout. Rated Market Perform and waiting for a catalyst to spark an upgrade.