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

To: Elwood P. Dowd who wrote (75247)	1/5/2000 9:38:00 PM
From: Mang Cheng	Respond to of 97611

Thestreet.com article : "Opening the Floodgates on PC Makers" By James J. Cramer 1/5/00 5:14 PM ET Wait a minute, put that coat down -- Gateway (GTW:NYSE - news) just stank up the joint and we have to fumigate the PC positions. Here is a classic collateral play. What is bad for Gateway may not be bad for everybody that competes in that space, but you know they will get sold down. These new after-hours trading folk are dumping their Compaq (CPQ:NYSE - news) and their Intel (INTC:Nasdaq - news) and I wouldn't mind picking some up if you want to hit me! (At a discount of course!) Gateway is one of those companies I have always been loath to short. I like the stores too much. But it will be tomorrow's focus, unless Beyond.com (BYND:Nasdaq - news) still has some supporters after that unbelievable Wall Street Journal piece last year. Tomorrow there will be two camps: Those who think the problems are Gateway-specific, and those who think that the problems are industry-specific. I wish I could tell you where I am in the dichotomy. I guess it is safe to say that, because I like Compaq, I think it is Gateway-specific. But I am one who lets the facts get in the way of a good story. So let's wait and see. thestreet.com

To: Elwood P. Dowd who wrote (75247)	1/5/2000 10:23:00 PM
From: Salah Mohamed	Read Replies (1) \| Respond to of 97611

Hi El ... Interesting articles about the Inacom deal It seems that the analysts are split about the ICO deal. ************* 1/05/00 - Compaq to Buy Computer Reseller's Distribution Capabilities tscn.com From The article: In an interview, Mike Winkler, the senior vice president who heads Compaq's PC business, said Inacom's assembly facilities in Omaha, Indianapolis, Ontario, Calif., and Iselin, N.J.,are running at about half capacity. "We think we can fill those up easily," he said. He said the deal has been in the works for about 45 days. The Inacom purchase will allow Compaq to cut costs in a variety of ways, including finally achieving what's considered the nirvana of the PC-making business -- having no inventory, and only building systems once orders are in hand. Winkler said the Inacom facilities will build Deskpro, Prosignia and some Armada systems, and jobs won't be lost at Houston's factories as a result. "We think we can get that much incremental business," he said. He also said that Compaq's new division will continue to work with IBM and HP, but did not mention Dell. "That's gravy," he said, referring to the revenues from sales of HP and IBM products. *********** "We think we can get that much incremental business," Are they talking about some growth here?. Here is another article: *********** 1/05/00 - Compaq Computer to Buy Some Assets from Omaha, Neb.-Based Inacom tscn.com From the article: Analyst Tom Cal with SoundView Technology Group said it will take several years before the acquisition can be judged. "I think it's probably good for Inacom," he said. "Whether it is for Compaq, well, the question is: Why didn't they do it sooner?" *********** Here is an interesting article about the EZ2000 *********** 1/05/00 - Compaq Computer to Offer Internet Machine tscn.com From the article: According to the latest figures from research group International Data Corp., Compaq controlled nearly 12 percent of the consumer market in the third quarter of last year. Round Rock-based Dell, which only recently began targeting the consumer market, was a distant No. 8, with 3.7 percent of the market. *********** Capellas, Gates & Dell !!! *********** 1/05/00 - Compaq's Michael Capellas to Keynote At IDG World Expo's Windows 2000 Conference & Expo FRAMINGHAM, Mass., Jan 5, 2000 (BUSINESS WIRE) -- -- President and CEO of Compaq Computer Corporation joins Bill Gates and Michael Dell to keynote first and only event of its kind on February 15, 2000 tscn.com ************* Regards