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

To: Captain Jack who wrote (73209)	12/4/1999 12:26:00 AM
From: Night Writer	Read Replies (1) \| Respond to of 97611

Rumors, Truth & Innuendo -- ShadowRam Dec. 03, 1999 (Computer Reseller News - CMP via COMTEX) -- Christmas is bearing down on us, full bore. Luckily, there are always techies anxious to take advantage of, er, I mean enhance the holiday. With help from FaceTime Communications and CallTech Communications, Santa is now able to speak to children everywhere via instant messaging. And there are no messy privacy concerns since parents will get an E-mailed transcript of their kids' instant messaging session. Wish I could get a transcript of the sessions at last week's state attorneys general meeting in Scottsdale. Top topics? My bet is golf and Microsoft in that order. With federal Judge Richard Posner mediating talks between the government and Microsoft, the AGs are trying to agree on whether to recommend a breakup of the software giant or propose stringent licensing and product development conditions that would keep Microsoft from extending its monopoly into emerging markets. Not all state AGs are in agreement that Microsoft should be broken up, said a source in one AG office. Gosh, once again, Microsoft might be blessed in its choice of enemies. No matter what folks say, the company has profited as much by miscues by its competitors as it has from its own innate savvy. Holiday madness continues with reports that Amazon.com and Etoys execs-well, at least VPs on down-are taking warehouse shifts to keep up with demand. Sure, sure. I remember all those tales about Amazon.com founder Jeff Bezos slaving away with his minions a few years back. Only trouble is, he rarely did, insiders said. Compaq's inability to process and deliver orders through its PartnerDirect program continues. Last week, Compaq sent a memo to VARs that buy product through PartnerDirect promising better service and quicker turnaround times. However, VARs shouldn't expect to see products other than the ProSignia line available through PartnerDirect anytime soon. "We feel that it is important to have the current program running smoothly with the ProSignia line," the memo said in part. "Compaq plans to expand our PartnerDirect commercial product offerings to be similar to those products offered through Compaq DirectPlus. These additional products will be available as soon as the infrastructure is in place and able to handle both initial and long-term demand." One of my correspondents was on a plane a few weeks ago and happened to be sitting next to a DuPont IT manager in charge of the company's E-commerce initiatives. Our reporter happened to ask how important E-commerce was. The DuPont executive's reply: "More important than electricity." That must mean that E-commerce is really, really big because I would have expected him to say, "More important than Teflon." Those who say the East Coast plays second fiddle to Silicon Valley had better think again. That fiddle is getting awfully big. Cisco plans to launch an East Coast facility on 150 acres near Boston. In this Cisco is mimicking Sun, which has a huge facility in Burlington, Mass. Who else is on the move? Let me know at (800) 521-DIME or send E-mail to shadowram@cmp.com. -0- Copyright 1999 CMP Media Inc.

To: Captain Jack who wrote (73209)	12/4/1999 12:11:00 PM
From: The Phoenix	Respond to of 97611

CAP! Well, If I do recall COMS was in the same boat for a while there ;) CPQ will rock in 1H 2000. Just a guess. It's just about that time. Signs point to "buy". OG

To: Captain Jack who wrote (73209)	12/4/1999 6:29:00 PM
From: MeDroogies	Respond to of 97611

Again...sounds like AAPL 2 years ago...now look at AAPL. I love it when a stock like this has perma-bears. It increases my resolve that it's going to make me alot of money. And unlike AAPL, where I wimped out of averaging down after my initial purchase (bought at 21, should've averaged at 12), I averaged down at 18 here.... I'm loving this current run, interest is high, and I checked in at a few local outlets. CPQs are moving nicely. That sounds good to me. In addition, I've been reading more about their plans to engage more on the high end computing side. That's just more $$ in the bank.