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

To: JDN who wrote (79786)	3/21/2000 4:52:00 PM
From: Piotr Koziol	Read Replies (2) \| Respond to of 97611

To All: Now that we have just about received our voting proxies how do you people feel about the two questions, namely the director nominees, and the bonus incentive? Is anybody going to withhold any nominee? Why? /Piotr

To: JDN who wrote (79786)	3/21/2000 6:36:00 PM
From: rudedog	Read Replies (2) \| Respond to of 97611

JDN - re: Maybe you all saw the press release wherein CPQ is going to GIVE $1 Billion (with a B) to internet companies I think you misread the article. This is an extension of the CPQ leasing model - an innovative program which allows users to buy the "power" needed without actually taking the hardware. I believe this, along with their other ASP programs, is a good way for CPQ to go after the 40% of the $16 Billion (with a B) ASP hardware business that they have targeted. This is known in the trade as a "provisioning" model and is likely to be offered by HP and IBM as well. SUNW has been talking to customers about a similar model for their systems with a twist - the users "buy" only what they are actually using, so if they buy a 32 way UE6500 but only use 8 processors, they pay about what a UE3500 would cost. It looks to me like CPQ's model makes more money.