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

To: Elwood P. Dowd who wrote (72221)	11/18/1999 11:39:00 AM
From: John Koligman	Read Replies (1) \| Respond to of 97611

Here's what the Dow Jones Newswire ran on the CPQ/CW story.. Regards, John Dow Jones Newswires Compaq To Invest $200M, C&W $300M In Cos' ASP Venture By MARCELO PRINCE NEW YORK -- Compaq Computer Corp. (CPQ) will contribute $200 million while Cable & Wireless PLC (U.CW) will invest $300 million on their five-year initiative to sell hosted software and Internet services, executives said. Early Thursday, the two firms announced an agreement to create a global application service provider, or ASP, targeting small and midsize businesses starting Jan. 1. The ASP will be a unit owned entirely by Cable & Wireless, but the two firms will share any revenue it generates. David Sexton, chief executive of Cable & Wireless Global Markets, said the British firm will invest $100 million initially on base infrastructure and an additional $200 million over the course of the agreement to build out its data centers. Compaq, meanwhile, will contribute about $200 million in server applications, storage and services over the course of the deal, said Enrico Pesatori, senior vice president and general manager of the computer maker's enterprise solutions and services group. The executives declined to comment on how much revenue they expected the initiative would generate, noting only that Forrester Research forecasts the ASP market will reach $10.1 billion by 2001. "The ASP market is exploding today," Pesatori said, and although Compaq isn't interested in becoming an ASP, it is working to ensure its hardware is chosen by such firms. Sexton said the ASP initiative brings added capabilities to its global IP network, the backbone of which it acquired from MCI Worldcom last year. The new unit will eventually have a total staff of about 1,000, with about 10% coming from Compaq, the executives said. - Marcelo Prince, Dow Jones Newswires; 201-938-5244 Briefing Book for: CPQ \| CWP \| U.CW

To: Elwood P. Dowd who wrote (72221)	11/18/1999 11:41:00 AM
From: Andreas	Respond to of 97611

So what's Up? Does anyone have a summary of the cc? I haven't been able to find any posts talking about what MC actually said. I also missed what cnbc had to say half hour ago. Your help is appreciated.

To: Elwood P. Dowd who wrote (72221)	11/18/1999 11:42:00 AM
From: John Koligman	Read Replies (1) \| Respond to of 97611

Also, another Dow Jones story on Capellas - Very similar to what IBM has been saying for some time. Regards, John Dow Jones Newswires Compaq CEO: Internet Trends Play To Co.'s Strengths By ANTHONY PALAZZO LOS ANGELES -- Several broad trends in information technology play into the strengths of Compaq Computer Corp. (CPQ), President and Chief Executive Michael Capellas said Wednesday. As more and more companies conduct transactions over the Internet, and as technologies converge, customers will increasingly demand traits such as interoperability, fault tolerance and the flexibility to handle unpredictable loads, Capellas said. They must also be scalable, and capable of being upgraded without taking the entire system down, he said, Compaq's Tandem Computing unit is a leader in fault-tolerant computing, and Compaq also offers high performance with servers powered by its Alpha chip, said Capellas, speaking at OpenWorld, a developer conference sponsored by Oracle Corp. (ORCL). New Alpha benchmarks, to be released in the next several weeks, "will really rock," he said. Compaq will also continue to add new, Internet-connected information appliances to its product lineup, Capellas said. The company just unveiled the iPac, a slimmed-down Internet computer that will sell for $499. He said 95% of the core technology that will drive e-commerce has yet to be put in place. The Internet's expansion will change companies' marketing strategies because "competition is only two clicks away," Capellas said. Changes in distribution will also be a challenge, he said. Compaq is instituting Oracle's iProcurement technology to streamline its purchasing operations. Capellas said, "We believe it will have an effect on earnings-per-share numbers, driving increased profitability."

To: Elwood P. Dowd who wrote (72221)	11/18/1999 11:45:00 AM
From: PCSS	Read Replies (3) \| Respond to of 97611

CNBC's 11am report on the CPQ/CWP partnership was very light on the advantages/benefits as well as being incorrect that they are forming a NEW company together. What is needed is a technical analyst who understands the postive leverageability of this joint partnership. I DO BELIEVE that UPgrades will be coming fairly soon. I thought I heard very UPBEAT reactions from the analysts and technical reporters who asked questions during the CC. This (as well as other new CPQ ++) should begin to show in UPGRADES. Michael

To: Elwood P. Dowd who wrote (72221)	11/18/1999 1:59:00 PM
From: John Koligman	Read Replies (1) \| Respond to of 97611

Elwood OT - Didn't you say something about a 'talking' gas pump up in your neck of the woods??? Here is an excerpt from an Infoworld article on home networking I just read <ggg>. Regards, John As various users and vendors have said here this week, home networking is a logical step in the progression of technology. Increasingly, we live in a networked world that will find devices connected to each other in ways we didn't dream of just a few years ago. During his keynote speech Tuesday, Cisco chief John Chambers showed off a gasoline pump that is set to be installed in North Carolina soon and will allow users to access the Internet while they pump gas. Users will be able to order groceries while they wait for the tank to fill or obtain maps to get driving directions. Such functions, as Chambers noted, will extend to our home lives as well. "I can get directions while I pump gas and never let Elaine know I was really lost," he said, referring to his wife of 25 years. Chambers predicted that current forecasts for growth involving the Internet and networking will prove to be far too low. Given the buzz here this week, the forecast that 8 million U.S. homes will be networked within the next few years might be one that needs to be updated.