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

To: MeDroogies who wrote (89282)	1/26/2001 10:14:17 AM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

CPQ CONFERENCE...good comments listed by: it_expansion 01/26/01 10:05 am EST Msg: 214623 of 214625 The following are some of good comments from Compaq's conference meeting with the Stock Analysts: MC * We Believe We're Best in class in "Partnerships" upstream and downstream * High Energy & Morale * 4Q Revenue Up 10% +$4B, +19% in constant currency * Op Expanses Down, Op Margins rising 80% * Model Improving On Track: 1999 5% Growth, 2000 10%, Gained 1% Margin, Op Costs Down * Compaq runs 12 of 14 Stock Exchanges * Won 6 of last 7 Supercomputer Contracts * Business Model "Mix Shift Improving" Across Business Segments and Balanced in Geographies * #1 Price:Performance in Unix & Industry-Standard Servers * We Have Faster-Time-To-Market * Seeing Upswing in Customer Brand Loyalty * Wildfire Hit Target * Compaq #1 NT Servers and Linux Servers * Proliant 360 Thin shipped 3X dense servers of next three competitors combined * Enterprise Storage GR better than 50% * iPaq Pocket PC ended year at $1B run rate sold out * Windows2000 is absolutely picking up * Compaq has 60% Market Share of CommerceOne and 90% of Global Trading Web eMarket places * 4 Wins "Powered by Compaq" for Microsoft, CommerceOne, Walt Disney, and Yahoo Networks to 300M users * From Oracle ralationship have 42% of WindowsNT market * Oracle will use Compaq "Superclusters" and joint Services of the companies * Windows will come up the underbelly of Unix market * Employee surveys favorable Compaq improved in 26 of 29 issues * Indendent Survey Showed Compaq #3 IT Company in Innovation * Richest Product Set We Ever Had; R&D full speed; Continuing Show Momentum in Marketplace * We transitioned from "18 yr Mainframe era of computing" to "Client/Server era" and "Internet era" with applications really built for the Internet being built out now for wireless and tons of PERSONALIZED CONTENT delivered to many devices closer to the user in cars, handheld devices,etc. (which is "edge of net" Servers with Oracle and our Storage) * Compaq and Cisco Developing Next-Generation Content Server * Compaq and CommerceOne..Next-Gen B2B Server * Compaq and Ericsson..Next-Gen Wireless Server * Compaq and Yahoo..Developing Next-Gen Scalable Server * Differentation will continue to be engineering innovation, wrap them together, reach into 200 countries with Services

To: MeDroogies who wrote (89282)	1/26/2001 10:27:55 AM
From: Lynn	Read Replies (1) \| Respond to of 97611

Dear MeDroogies: The article is not true. Here, read this: Raging Bull Chat Room Devotees Get Dose of 'Whopper' By Robert Kowalski Staff Reporter 11/9/00 3:12 PM ET If anyone needed further proof that Internet bulletin boards attract fools like winged vermin to a Shell No-Pest Strip, Steve Tracy offered it last week when he publicly "confessed" online that he was being paid to bash stocks. In the week that followed, lots of the gullible folk still apparently didn't realize just how badly they were being had. So badly that Tracy, the originator of the little hoax, was sheepishly wondering if his prank had spiraled out of control. "In my view, this thing has gotten totally ridiculous," he wrote in an email interview. "While at first I was pleased at the reception it received, I am quite dismayed that so many people would believe what I had thought to be an obvious joke." The fun began last Wednesday when Tracy, who goes by the Internet alias firebird_1965, posted a tome entitled, "Confessions of a Paid Basher", on Raging Bull. Blastoff Tracy posted the purported mea culpa with considerable fanfare, including a message-by-message countdown to its launch. In the missive, he came clean in gushing prose about what many of the conspiratorial types have suspected for months about the Internet message boards: He claimed he was being paid to bash stocks as part of an orchestrated effort to drive their prices down. He said he worked for a boiler room operation called Franklin Andrews Kramer & Edelstein in Stamford, Conn. He said he was ashamed and wanted to be able to look himself in the mirror again. "I'm too broken up to continue. I hope this confession can make up for my sordid deeds," he wrote. OK, that kind of talk usually brings a skeptical smirk to any reporter's face. This is Raging Bull, after all, not the Little Sisters of the Poor. And there were other red flags fluttering around this tale. There is no listing for Franklin Andrews in the Stamford phone directory. No sign of it in standard corporate records databases either. One clever observer later noticed a pattern in the first initials of each name in the firm when linked together: F-A-K-E. "Come on, that's as obvious and silly as those acronyms they used in the old 1960s spy movies," Tracy said. There was also a nearly identical posting of a so-called paid basher confession on another message board site with a different name for the supposed boiler room. Then there was the clincher. At the bottom of Tracy's "confession," well past the signature (for anyone who bothered to continue scrolling), read this innocuous line: "And if you believe this -- lol." In Internet posting lingo, "lol" is short for "laughing out loud." Bingo. But that's the part no one picked up initially when they electronically copied the confession and began posting it all over other message board sites under headings for at least a dozen different stocks. Those included boards for Urbana (URBA:OTC BB - news), Sun Microsystems (SUNW:Nasdaq - news), Cyber-Care (CYBR:Nasdaq - news) and WaveRider Communications (WAVC:Nasdaq - news). "It put 'bashers' in a whole new light for me" one person wrote in a posting on Raging Bull. Tracy claims on his Raging Bull profile to be a 35-year old Texas marketing consultant with an MBA who likes "fast cars, faster women." But we know how much to believe about what he says online. Still, in an email interview, he said: "I would ask that it be made clear ... that I am not a paid basher." "The truly sad thing is that after learning it was a put on, some of these people still want to believe it was part of some grand conspiracy," he said. "My suggestion to these people is: Don't go to Burger King for a while -- you've already had your share of Whoppers!" thestreet.com Lynn