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

To: hlpinout who wrote (88813)	1/11/2001 9:32:55 PM
From: Andreas	Read Replies (4) \| Respond to of 97611

Compaq loses most of day's gains! As we can all see, compaq lost virtually all of its gains today in afterhours trading (274,000 shares) on the news from hwp and gtw. My gut reaction is - so what, it won't stick. The drop in cpq in afterhours was, imho, just another knee-jerk reaction to the ho-hum warnings from gtw and hwp (nothing new in that news). Consequently, I believe cpq will recoup it all in short order. In fact, didn't cpq drop more than gtw? Typical cpq behavior on the news of another company!

To: hlpinout who wrote (88813)	1/12/2001 6:45:37 AM
From: hlpinout	Respond to of 97611

From ZDNet. -- January 12, 2001 No Chad?... IE's Future... Bluetooth's Promise... Charles Cooper,Senior Executive News Editor WHAT ABOUT DIMPLED BYTES? You could see this coming. The recent Florida vote-counting debacle has opened the door for technology companies to propose a better way to tally ballots. Mainframe computer maker Unisys is joining with Microsoft and Dell to build a chad-free system. The coalition has Dell providing touch-screen monitors and keyboards, and Microsoft creating the software. Unisys will integrate all the technologies. The game has other players, however. Cicso and Compaq have already pumped $10 million into VoteHere.net, a maker of secure online voting systems.. THE FUTURE OF IE DEBATED Good old Internet Explorer is feeling the push from new kids on Microsoft's block. MSN Explorer -- launched last October as the MSN service front end -- has top billing for the consumer platform. And a Netdocs rendition is on the books for the business, knowledge-worker crowd. The plan for now looks like Microsoft will package the latest permutation of Explorer, IE 6.0, with its new Whistler (code-name) operating system. The browser may not be available in a shrink-wrap, CD or downloadable form. In fact, the first widespread beta testing of IE 6.0 will occur along with the second Whistler beta testing. Hmm ... bundling your OS and browser. What would the Department of Justice think. Click for more. BLUETOOTH BRINGS SMILES Bluetooth showed up at the Consumer Electonics Show this week and restored some confidence in its wireless technology for linking gadgets. The good feeling came in part from Cambridge Silicon Radio's use of Bluetooth radio chips that could be added onto mobile phones and handheld devices. And at a cost of just $5. Bluetooth chips and technology are embedded in products ranging from laptop computers to refrigerators. They enable you, for instance, to connect your laptop to the Internet via your mobile phone. Widespread acceptance of the technology has been slowed by interoperability problems and chip costs. Nonetheless, one analyst predicts Bluetooth sales will reach $4.4 billion by 2005. .

To: hlpinout who wrote (88813)	1/12/2001 6:52:44 AM
From: hlpinout	Read Replies (1) \| Respond to of 97611

From Infoworld.com. -- Sun, HP to heat up high-density server market THE HIGH-DENSITY SERVER market will get red hot this month as three industry heavyweights -- Compaq, Hewlett-Packard, and Sun Microsystems -- introduce smaller, less expensive servers to an already fiery rackable-server market. Compaq on Monday expanded its ProLiant DL line of high-density servers, introducing a 1U (1.75-inch) high ProLiant DL320. The new server is a single-processor version of an existing ProLiant server from the Houston, Texas-based computer maker, with a lower price to make it available to a wider range of customers, according to officials. In sync with but running slightly behind the rest of the pack in the high-density server market, Hewlett-Packard Company next Tuesday will introduce its first pair of 1U servers. Industry experts say the Palo Alto, Calif.-based company has been slow getting into the high-density server market. The next day, HP neighbor Sun Microsystems will enter the high-density server race as well by leveraging its recent acquisition of server appliance vendor Cobalt Networks, adding a wide range of high-density servers and server appliances to its line up. "It will be a viscous, ugly, tight, tough market from here out, as everyone wants to be there," explained Joyce Becknell, the director of computer platform and architecture for the Aberdeen Group, a Boston Mass.-based industry consultancy. There are three reasons why the market for high-density, rackable servers is becoming so heated, according to Becknell. First, they are inexpensive, making them ideal for front-end Web servers, which tend to multiply very quickly as an e-business grows. Second, their modularity means they can be added to a network quickly. Third, they work well for service providers by not only bringing down the cost of dedicated Web hosting --in which each customer has its own stand-alone server instead of a shared or partitioned one -- but also by offering flexibility as far as how the servers are used in a network. Mike Klass, the director of the Microsoft platform team at USInternetworking, an Annapolis, Maryland-based provider of Internet services, said his company adds new high-density servers on a daily basis. "[These servers] make us a little more nimble, and faster to react," Klass said. "Price is always of interest, but our focus is more about value and flexibility and being able to act, as we are adding servers daily -- we are always deploying services." Mary McDowell, the senior vice president and general manager of Compaq's Industry Standard Server Group, believes Compaq has the advantage in the market. "HP is playing catch up from a timing standpoint," said McDowell, adding that she believes that the new Compaq offering running Linux will out pace anything Sun delivers from its newly acquired Cobalt arsenal of Linux-powered server appliances. "Compaq is right that it has taken HP a year to roll out a [high-density server] when everyone else has one," agreed Becknell, who said HP's focus on high-end servers has put it behind Compaq and the other player in the high-density server space, Round Rock, Texas-based Dell Computer. Becknell also observed that because Cobalt was acquired by Sun's Networking Server Group -- a division that deals with the front-end, Web and communications market -- Sun will use the servers acquired from Mountain View, Calif.-based Cobalt to deliver "a very specific appliance for the service provider and telco space." This will make Sun a tough company to beat in terms of who ends up offering the lowest price to those customers, she said. Dan Neel is an InfoWorld senior writer.