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

To: hlpinout who wrote (89341)	1/30/2001 7:54:42 AM
From: hlpinout	Respond to of 97611

From The Register. -- Compaq suffering iPAQ shortages By: Robert Blincoe Posted: 30/01/2001 at 11:41 GMT Compaq has admitted it is suffering major supply shortages of its iPAQ handheld PocketPC device. CEO Michael Capellas said the problem was that Compaq cannot get enough high-resolution screens, combined with demand being 25 times greater than expected. Capellas was speaking at the World Economic Forum in Davos, Switzerland. He said the supply issues will be solved over the next six months as Compaq has designed alternate displays and it is gong to introduce black and white screens. Compaq has said it will sell $500 million worth of wireless computers in Europe in 2001, the bulk of them being iPAQs. ®

To: hlpinout who wrote (89341)	1/30/2001 7:57:43 AM
From: hlpinout	Respond to of 97611

LinuxWorld 2001 By Steven J. Vaughan-Nichols, Sm@rt Partner The best is yet to come. The news everyone is talking about is Linux 2.4, but while there will be demos a-plenty at LinuxWorld in New York City this coming week, only SuSE is rolling out the commercial version Linux 2.4 within a few days of the show. The real news from the show is Linux's continuing journey into the mainstream of server computing. All the major server players who have already committed to Linux--Compaq, Dell and IBM--will be there with a flurry of new small deals to show that they're serious about Linux. They'll be joined by Hewlett-Packard, which is making its first strong move into Linux. Working with Linuxcare, HP will be offering 24 by 7 support for enterprise level computing. To get their new Linux lines and service out to the customers, CEO Carly Fiorina will be relying heavily on top HP VAR, MSC Software. Don't think for a moment that Linux hardware vendors aren't playing for keeps as well. VA Linux is releasing a new series of 1.75 inches (1U) thick rack-mountable servers for customers, such as ISPs or server farms, that need many inexpensive servers in tight spaces. Product news is light from Penguin Computing, but there are big changes in the company's management. In an attempt to play with the big boys of server computing, Penguin has brought on experienced high-level administrators to take the company to the next level, starting with the new, CEO, Martin Seyer. On Monday, Penguin also announced that Scott Weinbrandt, a server sales and marketing professional with more than a decade of experience at ST and Dell, joined as vice president of marketing. Perhaps the most important news of LinuxWorld will also be the quietest: the emergence of top-notch network administrator tools and services. Caldera Systems' system management and administrative program, Volution, uses a Web-browser based interface and policy-oriented management to do everything from hardware and software inventory to software distribution to running scheduled jobs, without needing to telnet to each individual server and run shell scripts. You'll still need administrators whose second language is Perl and thinks that when you say 'man' you're talking about manual pages rather than male humans, but this is a giant step forward in making Linux server groups much easier to manage. Caldera's not the only one though making management easier. Linuxcare is shifting its knowledgebase and databases and moving into expert systems. From there, Linuxcare will be offering Linux managed services designed to automate troubleshooting and management. With this new high level service in hand, Linuxcare not only continues to be a major support player for companies like Compaq, but is also becoming an outsourced IT supplier for data center companies such as Digital Island and Exodus. In addition, Linuxcare, with Compaq, is shifting to providing resources needed for customized high-level cluster and servers that use Compaq systems. Don't be surprised if they announce even more customers at the show. Keep in mind though that this is only the tip of the iceberg. Linux, the business as well as the operating system, is always surprising us with new initiatives. This New York City-based LinuxWorld shouldn't prove to be any different.

To: hlpinout who wrote (89341)	1/30/2001 8:05:21 AM
From: hlpinout	Respond to of 97611

January 30, 2001 02:02 PC Market Slumps 11% Down Under SYDNEY, AUSTRALIA, 2001 JAN 30 (NB) -- By John Stackhouse, Computer Daily News. Australia's PC market slumped 11 percent in the last quarter of 2000, compared with Q4 last year, reports the Gartner Group. The market researcher says preliminary findings show shipments declined 18 percent over Q3 2000. "The general slowdown in the economic environment and a loss of consumer confidence had a significant impact on the market," said Andy Woo, analyst at Gartner's Dataquest unit. "At the same time, the traditional boost in Christmas buying did not materialize. Pessimistic consumer sentiment resulted in a shift towards purchasing lower-value items instead of PCs." "Competitive pricing by major vendors in December failed to increase consumer demand." Gartner says the cautious buying environment was due to several factors, including continuing exchange rate fluctuations, negative reports of the US market, lingering effects of the Sydney Olympics, and rising gasoline prices. "Vendors will need to slash prices further still to clear excess inventories. Consumers can therefore expect some bargains during the first quarter of 2001," said Woo. Gartner also released figures showing Compaq [NYSE:CPQ] remains Australia's PC market leader with 14.2 percent of the action in Q4 2000 - but IBM [NYSE:IBM] is closing the gap with 13.8 percent of the market. IBM shipments grew 12 percent over Q4 1999 levels, while Compaq shipments shrank 1 percent. Hewlett Packard [NYSE:HWP], with 9.2 percent of the market, overtook Dell [NASDAQ:DELL] (8.1 percent) to grab third place. The change reflected the fact Dell's sales were down 12 percent for the quarter while H-P's were up 5 percent, said Gartner. Fifth spot was filled by Apple Computer [NASDQ:AAPL] on 5.6 percent. Apple sales were down 13 percent on the previous year's figures. Reported By Newsbytes.com, newsbytes.com .

To: hlpinout who wrote (89341)	1/30/2001 8:07:57 AM
From: hlpinout	Read Replies (2) \| Respond to of 97611

Compaq Service Deal Could Be Boon To Solution Providers Service partners will augment Cap Gemini Ernst & Young relationship By Craig Zarley, CRN Houston 6:57 PM EST Mon., Jan. 29, 2001 Compaq says its expanded partnership with Cap Gemini Ernst & Young will create new service opportunities for the vendor's solution providers. Under the expanded business partnership announced Monday, Cap Gemini Ernst & Young and Compaq Global Services will integrate, implement and support Oracle-based solutions across Compaq's Windows 2000, Tru64 Unix and OpenVMS operating environments, focusing initially on CRM and e-procurement. On a case-by-case basis, Compaq will use its authorized service partners to augment services it provides to Cap Gemini Ernst & Young, says Ashok Shah, Compaq Global Service's vice president, Worldwide Focus Area for Zero Latency Enterprise Solutions and EGovernment. "If a customer has a trusted relationship with a Compaq solution provider, then absolutely Compaq will totally support that." The deal with Cap Gemini Ernst & Young is a strengthening of an existing relationship with the global consulting firm and will likely be expanded in the future to include other Oracle applications suites, Shah says. But he says Compaq has no intention of buying a consulting firm to bring technical consulting expertise in-house. "We want to be able to integrate all products and technologies into multiple solutions for our customers, but we want to do it with our partners," he says. "We don't want to do everything on our own. As we have been aggressive with partnering on the product side, you will see a similar approach on the services side."