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

To: Elwood P. Dowd who wrote (89283)	1/26/2001 10:49:57 AM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

CPQ CONFERENCE...good comments Part 2 by: it_expansion 01/26/01 10:47 am EST Msg: 214634 of 214634 Mike W. * Compaq.com Gets 400M "page views" per day * 25 Country Stores Worldwide Doing End-End Ordering * Fastest Growing Storage Software Company With Unique Capabilities of Managing Storage Network * #1 in Storage Area Networks and Partnership IBM * #2 in Storage Hardware * Consumer Access Side: Best innovative products like iPaq tht will transcend our personal lives with a common set of consumer access devices; 2.5B Internet devices will be sold within 5 years. * Customers want end-to-end relationships accountability and solutions. eg. Compaq pioneered Wireless email. * Let's "recast vision" of PC industry.. it progressed from innovation/margin.. to commoditized 8% GR.. to now innovation/access devices/high margin/high growth with voice, wireless, video. * #1 Provider of Portals into The Internet * Y2000 we delivered on our promises for improved supply chain end-end, utilizing Inacom direct/asset-tagging, etc. * We tuned supply chain: "One touch" we call up suppliers subassemblies to configure ship. We can do it 3 days in many cases. * We have the magic formula..You will see "dramatic turns" extended worldwide. Dell's at 55 turns, Compaq will be at 60 turns by end of year. * We are driving eBusiness Open Standards with GTW and HWP * Commercial Infrastructure Side: These feed back end systems sales. eg. Compaq Blackberry Servers and Services for carriers, lifecycle. * CPCG turnaround earlier than forecast in 2Q and then grew 10% 3Q and 11% 4Q with profitability reinstalled in it. * Portable sales 25% GR on fire. * Moved volume direct through Inacom, new Ipaq $1B business and will continue to. * Mapped product leadership for wireless * Small Medium Business subperformed..now building call centers and infrastructure to grow success in it * Consumer GR faster than market 51% GR Internationally (offset US) with growth in beyond box * New Applications are germinating: eCommerce, front-end relationship, sales-force-automation, knowledge management systems, ERP webification..Compaq leading position in new applications infrastructure. * Real growth in the market is from traditional Enterprise Accounts building out their Internet infrastructure (not .coms doing it) * Compaq is Much More than pc company * Business Critical Server GR 17% .. Unix Server GR 30% .. Oracle eBusiness Relationship and Wildfire lifing it * We are building "zero latency enterprises" taking customers into real-time with Services to deliver massive data into "action" eg. telesales; store does credit check. Drives Himalaya Server, Alpha, Access Devices iPaq & Applications Services, Telcom Wireless Compaq has 16% of Market