Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: The Duke of URL© who wrote (76625)	1/25/2000 9:04:00 PM
From: Captain Jack	Respond to of 97611

Same words with a nicer 'headline'... (COMTEX) B: Compaq's 4Q Tops Wall Street Estimates B: Compaq's 4Q Tops Wall Street Estimates Jan 25, 2000 (Tech Web - CMP via COMTEX) -- Compaq today posted fourth-quarter earnings of 19 cents per share on revenues of $10.5 billion, a decrease of 4 percent from the previous year, but soundly beating Wall Street estimates of 16 cents per share. "During the second half of this year, we took aggressive action to return Compaq to profitable growth, and fourth-quarter results reflect our initial success," president and chief executive officer Michael Capellas said in a statement released by Compaq after the close of financial markets today. The Houston computer maker, struggling to achieve a turnaround after a tumultuous year in which Capellas replaced Eckhard Pfeiffer at the helm, also reported total revenues of $38.5 billion for 1999, an increase of 24 percent over 1998. Net income for the year was $569 million, or 34 cents per share, compared with a net loss of $2.7 billion for the previous year. Additionally, the company made progress staunching red ink in its troubled commercial PC business, cutting the group's losses from $169 million in the third quarter to $79 million in the fourth quarter. Compaq is counting on its recent acquisition of Inacom's build-to-order PC operations to further boost the unit. "The Inacom assets will enable Compaq to accelerate our direct programs, especially in the major-account and small- and medium-business markets," Capellas said.

To: The Duke of URL© who wrote (76625)	1/25/2000 9:55:00 PM
From: Elwood P. Dowd	Respond to of 97611

>>>>*****THE WALL STREET JOURNAL****** by: go_with_throttle_up 1/25/00 9:43 pm Msg: 135273 of 135277 Someone posted a reference to this article and put a VERY NEGATIVE slant on the story. Normally I would not post the article, for Copyright reasons. I will, this once.<<< Compaq Computer Profit Slipped In Quarter As Revenue Fell 3.5% January 25, 2000 HOUSTON -- Compaq Computer Corp. reported Tuesday that its fourth-quarter profit dropped 56% as revenue fell 3.5% at the computer maker. PC-Sales Growth Slowed in Fourth Quarter (Jan. 24) CEO Capellas Touts Web's Role in Compaq's Rebound (Jan. 18) * * * Company Profile: Compaq Compaq late Tuesday said its net income for the fourth quarter was $332 million, or 19 cents a diluted share, compared with $758 million, or 43 cents a share in the year-earlier fourth quarter. The recent results included an investment gain of $50 million. Analysts had expected the company to earn 16 cents a share, according to First Call/Thomson Financial. Revenue slipped in the latest quarter to $10.48 billion from $10.86 billion a year ago. Compaq announced the results after the close of regular trading on the New York Stock Exchange, where its shares were virtually unchanged Tuesday at $33. But the share rose 5% in heavy trading Monday after an investment bank upgraded its rating of the company's stock. "During the second half of this year we took aggressive action to return Compaq to profitable growth, and fourth quarter results reflect our initial success where it matters most -- in the marketplace," said Michael Capellas, Compaq president and chief executive officer, in a statement. Big corporate clients, many industry observers believe, are beginning to snap up technology following year-2000-related purchasing freezes, and the imminent release of Microsoft Corp.'s Windows 2000 operating system should help spark a raft of server upgrades. Monday, a technology research group released data showing that for the second quarter in a row, Compaq lost market share in the U.S., as measured by PC shipments, to Texas neighbor and rival Dell Computer Corp. Compaq's world-wide shipments rose only 8% as the company continued to restructure its troubled distribution system. Although Compaq held the lead in global market share, it slipped to 13.7% from 15.1%, according to International Data Corp. Compaq, whose corporate PC business has struggled against Dell, has also toiled to integrate Digital Equipment Corp., which it bought in 1998. Long and Strong: CPQ!

To: The Duke of URL© who wrote (76625)	1/25/2000 11:03:00 PM
From: WTSherman	Respond to of 97611

<This is a pretty big deal, MS NT is going to replace UNIX in the corporate environment. There are (my guess) perhaps 30-100 Million Unix installations and intel has projected that the market will grow by 100's of millions a year (yea, I know it sounds unbelievable to me too).< I don't know where you get the idea that W2000 is going to replace UNIX as an enterprise server environment, but, it shows complete ignorance about OS, NT and UNIX. Neither NT or W2000 have remotely the robustness or scalability of UNIX. Someday they may, but, not this year, not next year, not before MSFT is broken up into pieces. If you want to see the rate at which enterprise applications are being moved to NT just track ORCL 8i sales on NT versus UNIX. I'll give you one little example. SAP has some 4000+ installations worldwide, more than 95% run UNIX for the database backend. In 1999, new SAP installations continued the rate of UNIX deployment. The same trend can be found in corporate websites, almost all large website run UNIX. Linux will actually increase the marketshare that UNIX variations have...