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

To: Night Writer who wrote (89367)	1/30/2001 8:15:20 PM
From: Elwood P. Dowd	Read Replies (3) \| Respond to of 97611

NW... I was in the car all day returning from southern Ohio. Didn't know that AMAT warned. That must have been what knocked INTC down today. It was up nicely when I left this morning. El

To: Night Writer who wrote (89367)	1/30/2001 9:43:39 PM
From: Captain Jack	Respond to of 97611

NW-- AMAT did just fine in AH. Actually all issues held well,,, will be looking at the futures soon for a better indication..

To: Night Writer who wrote (89367)	1/31/2001 10:18:48 AM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

Capellas, WSJ europe interview by: skeptically 01/31/01 09:05 am EST Msg: 215554 of 215568 WSJE: Compaq CEO Michael Capellas Races To The Wireless Web 01/31 0:30 (WJ) Story 0608 (CPQ) From The Wall Street Journal Europe Michael Capellas is fast turning Compaq Computer Corp., the world's biggest personal-computer maker, into a broad supplier of Internet access technology, but he can't afford to take his foot off the accelerator. Last week, Houston-based Compaq cut its revenue forecasts for 2001 citing the unexpectedly sharp slowdown in the desktop PC market. Since he became chief executive in the summer of 1999, the effervescent Mr. Capellas has made Compaq less reliant on desktop PCs, but the slowdown is prompting rivals, including Europe's Fujitsu Siemens Computers - a joint venture between Siemens AG of Germany and Fujitsu Ltd. of Japan, to also step up their efforts to sell servers, portable computers and other digital devices. But Mr. Capellas claims Compaq has a significant head start. To make the point, he used the high-profile annual meeting of the World Economic Forum in Davos this week to showcase Compaq's broad range of wireless technology. Compaq's technicians installed a high-speed wireless network and scores of servers in the Swiss ski resort's Congress Center and handed out free hand-held computers to the 2,200 delegates, allowing them to zip each other messages and download video clips of the conference sessions. The project was the biggest of its kind yet and was something of a gamble, but it appears to have largely paid off. Although the network suffered several technical glitches, delegates seemed to have been impressed with the technology. Fresh from a grilling from Wall Street, Mr. Capellas arrived in Davos Monday, where he spoke with David Pringle of The Wall Street Journal Europe. He explained how Compaq is challenging International Business Machines Inc. in the high-margin business-services market, while taking on the Japanese consumer electronics giants in the market for digital entertainment devices. But Mr. Capellas is shying away from a head-to-head battle with the mobile phone industry. Dell Computer Corp. claims to be catching you in the server market. How are you going to fend off Dell and others? As the low end (of the server market) starts to commoditize, you have got to be able to take performance and scale higher and higher. So we will continue to move the bar higher at the high end. So, I think you have to differentiate when you look at market share numbers and say what part of the market you want to be in. As you look at the portfolio of products we have, we line up on IBM. We are the only two companies in the business that actually have a highly extensive services organization. Of course H-P (Hewlett Packard Co.) is building one as well. We have 40,000 service engineers. So, we want really innovative products, but we also want really innovative solutions. When do you expect hand-held computers to be a really significant business for Compaq?