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


To: Elwood P. Dowd who wrote (90442)3/22/2001 11:52:08 AM
From: John Koligman  Read Replies (3) | Respond to of 97611
 
Good luck to you also. I've been thinking about the DOW over the past few weeks, and whether it would crack the way the NAZ has. Appears that is the case, although I don't see it coming anywhere near the severity of the NAZ hit. The fact that this stock is parked in this kind of market is a positive to me (of course CPQ has also been known to remain parked when the market is rising <ggg>). Have you noticed how the PC issues have held up thru the carnage over the past few weeks. Dell/CPQ/HWP have not caved as the DOW has, and HWP has held up even though the CEO made negative comments at CeBit. Of course if the DOW really goes into meltdown mode nothing will help. We really are due for a rally, but I don't know if tax season will delay it.

Regards,
John



To: Elwood P. Dowd who wrote (90442)3/22/2001 11:59:57 AM
From: PCSS  Respond to of 97611
 
In the past few minutes ...

there's been a Tech turn-UP

Going somewhere strongly

Michael



To: Elwood P. Dowd who wrote (90442)3/22/2001 12:08:37 PM
From: PCSS  Read Replies (1) | Respond to of 97611
 
IPAQ stepping UP in capabilities

Video Coming To Handhelds
Arik Hesseldahl, Forbes.com, 03.22.01, 11:45 AM ET

LAS VEGAS - When at first you see the jerky image of pop singer Madonna gyrating on a matchbook-sized video screen embedded into a mobile phone, you can't help but wonder what the wireless world is coming to.

People will never pay to see a music video on a mobile phone. But before setting off for work in the morning, you might pay for the ability to see what the traffic situation looks like from a Web camera stationed along your route. You might also pay to check a live video image of your kids at the daycare center, or for a weather report or stock news update from your favorite financial news network. Retailers might even pay to push video advertisements as you walk by their stores in the local mall.

Phonemaker Samsung already sells its videophone in South Korea, and the company may bring it to the U.S. by next year. When it arrives, companies like Emblaze Systems, an Israeli chip company, and PacketVideo, a software company based in San Diego, will be there to make the video happen.

Both companies work with a video technology called MPEG-4 that, among other things, is ideal for transmitting video over wireless networks to phones and personal digital assistants. At Emblaze's booth at this week's CTIA Wireless 2001 trade show, we recorded a short video message using a typical PC camera, then sent it by e-mail to a Compaq Computer (nyse: CPQ - news - people) iPaq PDA that was connected to the Internet wirelessly. The video played flawlessly.

Emblaze President Sasson Darwish has big plans for the technology. Traded on the London Stock Exchange, Emblaze last year reported more than $30 million in sales of its chips, mainly to Samsung. Recently, Emblaze struck a deal with Sweden's Ericsson (nasdaq: ERICY - news - people) to develop streaming media servers designed to let wireless phone companies push MPEG-4 video to mobile phones.

Likewise, PacketVideo has developed a software program called an encoder that converts a video program into MPEG-4, which can be played on lots of devices. And although the company withdrew an initial public offering in April 2000, PacketVideo defied current market conditions last week when it landed a $100 million round of financing from investors like Qualcomm (nasdaq: QCOM - news - people), Motorola (nyse: MOT - news - people), Sony (nyse; SNE) and AOL Time Warner (nyse: AOL - news - people).

PacketVideo Chief Technology Officer Ed Knapp says that since MPEG-4 is an open standard, anyone can develop applications like video messaging or animated greetings. But as usual, video for phones and PDAs will only be as good as the applications that developers can dream up.



To: Elwood P. Dowd who wrote (90442)3/22/2001 2:52:56 PM
From: Rossignol  Respond to of 97611
 
El,

AMD, NSM, AMAT LRCX, and especially MU have been amazingly resilient over the last few weeks. I think INTC is forming a bottom. Other than they are relatively low comparative P/E, I can't figure out why. On the theory that when bad news keeps coming and the stock doesn't go down more, are these a good buy?