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: Elwood P. Dowd who wrote (88660)	1/5/2001 7:06:45 PM
From: Jimbo Cobb	Respond to of 97611

Hey El....HAPPY NEW YEAR !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! Jimbo.

To: Elwood P. Dowd who wrote (88660)	1/5/2001 7:21:36 PM
From: hlpinout	Read Replies (6) \| Respond to of 97611

1/05/01 - Compaq To Spend $10 Billion In Taiwan Jan 05, 2001 (Tech Web - CMP via COMTEX) -- TAIPEI, Taiwan -- For the first time, OEM orders by Compaq Computer Corp. will top $10 billion in Taiwan this year, according to a company executive. The computer giant is Taiwan's top PC OEM client, outsourcing everything from motherboards and monitors to power supplies and notebook systems. Last year, the company pumped about $9.5 billion into the local economy. Although Compaq (stock:CPQ ) spends a lot of money here, the companies it contracts with don't necessarily make big bucks. "For local Taiwan PC makers, most of them won't get good margins from Compaq because they are very powerful and quite good at negotiation," said Henry Wang, a computer industry analyst. "So the contribution will be the revenues, but the profits won't be that great. That's why Taiwan's major notebook makers want to move their manufacturing to China." Compaq expects its PC and notebook sales to increase 15 percent worldwide this year. In Taiwan, the computer company turned out to be the darling of the Taiwanese consumer, registering a 70 percent growth rate and ending the year with the most PC sales -- 110,000. The company expects desktop PC sales to grow 20 percent this year, and notebook PC sales should jump 40 percent. Notebook OEMs stand to gain the most from Compaq's increased spending. Inventec Corp. will handle production of Compaq's Armada business notebooks, while Arima Computer Corp. will produce most of the Presario consumer notebooks. Compaq, Houston, is also starting to work with Quanta Computer Inc., but its notebooks are still in the design stages. OEMs Mitac and FIC will handle desktop PC production. CTX Corp. will supply monitors and TFT-LCDs. Compaq will also outsource some of its information appliances here, such as its Internet access terminal i-PAQ.

To: Elwood P. Dowd who wrote (88660)	1/5/2001 10:15:44 PM
From: rudedog	Read Replies (1) \| Respond to of 97611

El - as usual, Dvorak is completely full of crap. Let's look at a few of the most gross factual errors... Dell and others now sell computers with the Linux operating system, which competes with Microsoft Windows. Previously, this was verboten. But since the U.S. Department of Justice brought antitrust charges against Microsoft, computer makers feel they can veer from Microsoft's often tyrannical sales agreements. Utter hogwash. CPQ sold more SCO Unix than NT for years. Even today, MSFT products represent less than half of CPQ's volume server sales. Linux desktops are a curiosity, not a threat to MSFT. They have yet to achieve even 1 percent of shipments in the desktop space. Kempin has since been moved into a position called ``special projects'' reporting to Chief Executive Steve Ballmer. "Special projects" is a country club assignment for MSFT execs who want out of the rat race to get another year or two of option vesting. Finally, we've witnessed the sudden emergence of an ``Approved'' motherboard program. Only recently has Microsoft decided to have motherboards tested for Windows reliability and the ensuring Windows logo seal of approval. This program has been in place since 1997, and is designed to assure that hardware certified with Windows supports the OS features. In another twist, it's now believed that the company has secretly continued developing a version of Windows NT (a.k.a. Windows 2000) for Compaq's (NYSE: CPQ - news) Alpha chip, although it supposedly had shelved the product. Apparently, a new version of the Alpha/Windows OS has found its way out of the Microsoft compound and is floating around amongst developers. The software he is referring to was a copy of the last build of NT for Alpha. It is pretty well known that MSFT continued to develop their 64 bit code line on Alpha, since there were no Itaniums to develop on. The 64 bit code is built on the 32 bit code line, so the 32 bit builds had to be done also. MSFT said in their E2000 event in September that they had shifted development to the Itanium (with Gates, Capellas and Craig Barrett on stage) and the September date of the "last Alpha build" bears that out. I have little respect for Dvorak - he knows better but likes to "get the ink" with silly stuff.