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

To: Nouveau_Riche who wrote (78473)	2/17/2000 9:45:00 PM
From: Captain Jack	Respond to of 97611

Billy G was certainly nice to DELL tonight,,, Toronto, Ontario, Feb. 17, 2000 (Market News Publishing via COMTEX) -- During his keynote presentation at Windows 2000 Conference and Expo, Bill Gates, chairman and chief software architect, Microsoft Corporation (Nasdaq:MSFT), demonstrated how Dell(R) (Nasdaq:DELL) PowerEdge(tm) servers coupled with the Microsoft Windows 2000 operating system are ready to power the most demanding e-commerce and Web-based businesses around the world. During the demonstration, Gates highlighted the exceptional scaling and load-balancing capabilities of PowerEdge servers running Windows 2000. Five racks of Dell PowerEdge servers and PowerVault storage, hosting a demonstration Web site that simulated online traffic for CBS Marketwatch(R) (http://www.cbs.marketwatch.com/), were put to the test when the Microsoft chairman pulled the power plug on one of the five racks. The other four racks of Dell servers and storage, along with the Windows 2000 operating system, responded immediately. Simulated traffic was redirected from the lost systems and the full load was picked up by the remaining systems, with no loss in site performance or response time. The CBS Marketwatch site provides real-time quotes and up-to-the-minute news coverage, and nearly two million pages of data and news, to approximately a quarter-million people each business day. "Working with great partners like Dell, we are demonstrating the scalability and value proposition of the PC in dramatic new ways. The combination of Dell PowerEdge servers and PowerVault storage systems, running Windows 2000 Advanced Server(R), provides the reliability and availability to power e-commerce operations for the largest of enterprises," said Gates. "Just one week ago, Dell incorporated the Windows 2000 operating system into www.dell.com, which now accounts for an average of $40 million per day in sales or nearly 50 percent of Dell's $25.3 billion annual sales revenue," said Michael Dell, chairman and chief executive officer of Dell. "www.dell.com is the largest Windows-based e-commerce site in the world and is powered by Dell PowerEdge servers and Dell PowerVault storage systems. Our servers and storage systems are optimised for Web-based businesses of all sizes and we're ready to provide the Web infrastructure and associated services Web businesses require." Gates' demonstration featured 32 Dell PowerEdge 4350 servers, two PowerEdge 6350 servers, two PowerEdge 8450 servers and one Dell PowerVault 650F Fibre Channel Storage System featuring 90 GB of storage, all optimised in height to deliver more power in less space -- a key requirement for Web-based or service provider business models. The demonstration also featured 500 Dell OptiPlex(tm) GX110 desktop PCs and four Dell Precision 420 WorkStations running Windows 2000 Professional. The Dell systems demonstrated are available with Windows 2000 factory installed. Additional information on these products is available at www.dell.com. "Today's demonstration clearly shows customers that they can scale out instead of scaling up to meet their e-commerce needs," said Jim Ewel, director of marketing for Windows 2000. "By using the less-expensive combination of Dell PowerEdge servers and Windows 2000, customers can get benefits that rival Unix systems, but for much less." "Dell and Microsoft are working together to bring customers the best performing systems to meet their e-commerce needs," said Michael Lambert, senior vice president of Dell Enterprise Systems Group. "Windows 2000 is uniquely designed for an Internet-driven environment and because Dell knows the Internet, we are uniquely positioned to help customers build their own Internet-enabled businesses." About Dell and Windows 2000 Dell, the world's leading direct computer systems company and the No. 2 supplier of PC servers in the world, and Microsoft have worked together closely to define and develop Windows 2000. Hundreds of Dell systems were used at Microsoft's headquarters to develop the new operating system and Dell systems are fully optimised to offer the best price/performance for Windows 2000 in the enterprise environment. All Dell systems are built to customer requirements and feature customised, factory installation of Windows 2000 for the best customer experience. Dell's one-to-one relationship with its customers uniquely positions it as the pre-eminent hardware vendor for Windows 2000 migration and implementation. Dell provides customers with a single point of contact and accountability. The Dell direct model across all regions also enables a global reach for providing Windows 2000-based solutions for global customers. Dell offers a robust set of services and programs that address every stage of the adoption process, which simplifies the migration process for its customers.

To: Nouveau_Riche who wrote (78473)	2/18/2000 6:44:00 AM
From: rupert1	Read Replies (1) \| Respond to of 97611

NR: Your question on HWP does not stimulate me at all. I come here to discuss COMPAQ and have no interest in HWP, although I think they have better TV ads than COMPAQ. The day you sell your COMPAQ shares will be the day that you stop calling reasoned discussion of COMPAQ "bashing". In the meantime your sensitivity to discussion suggests that you are not confident in your investment. It might be more productive to discuss what it is that makes you so defensive of it. As for comparing me to Captain Jack as a way of personally slighting he and I - I would respond by saying that, in general, and overlooking some of the daily micro-predictions, his analysis and prognosis of COMPAQ has been a lot more accurate than yours. I happen to disagree with his medium and longer term analysis because, as I have repeatedly said, I think COMPAQ can make low $40's by July and $60 or more by end of January 2001. But this depends on execution. So far I am not convinced that execution is fast enough, radical enough or sure-footed enough. If COMPAQ is a great company undergoing a minor set back, as you say, why was it necessary to summarilly sack its CEO, remove most of the senior management and then fail to find an outside CEO or any CFO at all? And why did it's share price fall 65%? When I own COMPAQ shares - as I do from time to time - and given a choice - I would prefer that it be bought out for all the reasons I gave, none of which you addressed in your emotive defence of its virginity.