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

To: Elwood P. Dowd who wrote (72133)	11/17/1999 7:55:00 PM
From: Captain Jack	Respond to of 97611

Somewhere I read where MC and "thier new partnership" CEO would make the announcement together tomorrow-- cannot find the damn thing now--- does this help anyones guess?? John Mason, marketing director for Compaq's commercial PCs, says the iPaq and the vendor's new B2E (business to employee) Web site "are both strong support points for our vision of moving everything to the Net." The site, scheduled to launch in January, initially will feature information such as news, product reviews, and expert advice for IT professionals. But Compaq says it ultimately plans to offer content tailored to a broad range of professionals, and also provide hosted services. Details on the initiative were scarce, however; Mason would say only that the site will include content from Compaq and other providers, and that Compaq is exploring partnerships with application service providers to offer enterprise applications via the portal. The site will offer IT-related products for sale online, as well. Compaq says it will take a share of the transaction revenue from selling products and could also offer premium content for a subscription fee. But some analysts are skeptical about the service. "The company's B2E portal lacks details on the differentiating features with respect to current leaders, such as MyYahoo and MyNetscape," says Ashok Kumar of U.S. Bancorp Piper Jaffray. On the positive side, some industry watchers say the iPaq could boost Compaq's flagging corporate PC business, which lost $169 million in the company's most recent third quarter (see story, p. 177). "This will allow them to differentiate themselves in the market," says Giga Information Group VP Rob Enderle. Maybe. The iPaq's debut comes just days after HP introduced its e-PC, also a low-cost, low-profile computer. It offers just three basic components: hard disk, power supply, and motherboard. "The idea is to significantly drive down cost of ownership," says Amelio Ghilardi, worldwide product line manager for HP's business desktop division. "There's no ISA slot, no PCI slot, and no bells and whistles that most business users don't care about."