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

To: Elwood P. Dowd who wrote (90976)	4/28/2001 8:48:26 PM
From: Captain Jack	Respond to of 97611

One or 2 more cuts coming... WASHINGTON, April 28 (Reuters) - Group of Seven finance leaders received an upbeat message on eurozone growth when they met on Saturday but Federal Reserve Chairman Alan Greenspan remained cautious on the outlook for a U.S. recovery, said one European official. "The comment from Alan Greenspan was that it may be possible to have a rebound in the third quarter or the fourth quarter but he doesn't have any certainty about that," Didier Reynders, the current head of the Euro Group of 12 common currency finance ministers, told reporters. "So we are in a more uncertain situation (in the United States) than in the euro area. In the euro area we are more confident about our internal capacity for growth this year and next," said Reynders, who attended part of the meeting of G7 finance leaders. A better-than-expected performance in U.S. gross domestic product during the first quarter of this year has raised hopes that the world's largest economy will rebound during the third and fourth quarters of 2001. yadda - yadda - yadda.................

To: Elwood P. Dowd who wrote (90976)	4/28/2001 10:33:09 PM
From: Captain Jack	Respond to of 97611

A few moments for education??? Stock Market Terminology Explained - Stock Market Dictionary for the past year investor: Momentum Investing - The fine art of buying high and selling low. Value Investing - The art of buying low and selling lower. Broker - Poorer than you were in 1999. P/E ratio - The percentage of investors wetting their pants as this market keeps crashing. Standard & Poor - Your life in a nut shell. Stock Analyst - Idiot who just downgraded your stock. Bull Market - A random market movement causing an investor to mistake himself for a financial genius. Bear Market - A 6- to 18-month period when the kids get no allowance, the wife gets no jewelry, and the husband gets no sex. Stock split - When your ex-wife and her lawyer split all your assets equally between themselves. Financial Planner - A guy who actually remembers his wallet when he runs to the 7-11 for toilet paper and cigarettes. Market Correction - The day after you buy stocks. Cash Flow - The movement your money makes as it disappears down the toilet. Call Option - Something people used to do with a telephone in ancient times before email. Cisco - Side kick of Poncho. Yahoo - What you yell after selling it to some poor sucker for $540 per share. Windows 2000 - What you jump out of when you're the sucker that bought Yahoo for $540 per share. Institutional Investor - Past year investor who's now locked up in a nuthouse. Profit - Religious guy who talks to God. Bill Gates - Where God goes for a loan. Alan Greenspan - God.

To: Elwood P. Dowd who wrote (90976)	4/29/2001 9:44:29 PM
From: Piotr Koziol	Read Replies (1) \| Respond to of 97611

El, and the thread, to cheer up, please take a good look at this comparison of computer companies with respect to innovation. As per MIT's Technology Review article, just notice how Technological Strength/Rank of CPQ went up from 6 to 5, while DELL's slipped from 12 to 16 in the year 2000: "NOT TO WORRY" about Compaq's future, Wall Street is short-sighted... /Piotr The TR Patent Scorecard 2001 May 2001 We ranked companies in key industries according to the quality and quantity of their patents. Here are 150 of the world's top firms. techreview.com

To: Elwood P. Dowd who wrote (90976)	4/29/2001 10:00:31 PM
From: hlpinout	Read Replies (1) \| Respond to of 97611

Hi Y'all,, Thought you would be interested in this. I have been doing a little John K. action but maybe waited a bit too long to get back in this time (which would be a great thing for Compaq shareholders!). -- Compaq to SPs: Let's Fight Dell Targets Direct Vendor After Losing Market Share Spot By Edward F. Moltzen, CRN New York 5:50 PM EST Fri., Apr. 27, 2001 E-mail this article Print this article Breaking News Compaq to SPs: Let's Fight Dell Bowstreet And Accenture Team Up To Deploy Web Services Microsoft To Formally Launch Office XP On May 31 Sun President Says IBM Numbers Mask Real Picture Layoffs? What Layoffs?: IT Positions Abound How To Beat The Soft Economy 20 Tools You Need To Beat The Economy Compaq-Proxicom Deal: Solution Providers To 'Wait And See' On the heels of loosing its number 1 PC market share ranking to rival Dell, Compaq has stepped up efforts to make its prices more competitive for solution providers. Several solution providers say Compaq has intensified activities over the past two weeks with the specific goal of taking sales out of Dell's pocket. "We've probably had more contact with our Compaq rep in the last few weeks," said Jim Dent, service technical consultant for Technology America, Hoover, Ala. "They have indicated their intention to compete head-to-head with Dell and others." Both solution providers and Houston-based Compaq executives say the efforts are not an across-the-board attempt to beat Dell at any cost, but are targeting their Round Rock, Texas neighbor in a new, organized effort on a case-by-case basis. "I just got an email from my (Compaq) reseller rep to ask if we've had any wins against Dell," said one mid-Atlantic solution provider who asked not to be named. "We've been able to get special pricing from Compaq for special accounts that might have (gone to) Dell." On April 23, Compaq reported earnings of 12 cents per share that came in a shade below Wall Street's consensus expectation. Compaq CEO Michael Capellas told financial analysts later - as he has said on several occasions since last year - that Compaq is more focused on offering end-to-end solutions rather than picking up pure market share gains at a cost to profitability. Still, he said, Compaq would embark on new competitiveness in pricing - as well as efforts to reduce its inventories and channel inventories - in the coming months. Al Clasing, director of sales for Compaq solution provider Manchester Technologies, Baltimore, cautions that price wars with Dell would ultimately be an incorrect strategy. "If you are (going) against a competitor, but primarily Dell, there is the ability to get a few extra discount points," Clasing says. "In general, I don't think pricing at this point is really the issue." Instead, says Clasing, other, multiple efforts - including more efficient inventories - would be needed. "Right now, Dell has a better marketing organization," he says. Mike Stumpo, vice president of Network Resources, a Chantilly, Va.-based Compaq solution provider, says that the vendor has taken some non-pricing steps to boost channel sales. "Compaq just recently introduced, or re-introduced, a couple of programs aimed at making the reseller a little happier," Stumpo says. "They had taken some things away and they're brining them back - like the way they deal with training and things they provide on the backend for partners." Compaq executives say they have told top solution provider partners they will beef up efforts in several areas, including training, to encourage heightened sales. Dan Vertrees, Compaq's vice president of North American channel sales, echoed Capellas' caution that the company would not sacrifice profitability for PC market share. "PCs really aren't driving technology today," he says, noting Compaq's strategy of building solutions that range from handhelds to large data servers. "It's enterprises. [Corporations] don't rely on PCs running their organizations overall. They access infrastructure, databases." However, he concedes that once inventory levels are reduced, the company is poised to take "aggressive" pricing steps.