Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Elwood P. Dowd who wrote (91107)	5/6/2001 3:41:14 PM
From: Tony Viola	Read Replies (1) \| Respond to of 97611

Elwood, >LAS VEGAS (CBS.MW) - Compaq Computer and Intel plan to announce a savvy server system on Monday to meet IT customers' growing low-power consumption needs. "We are announcing a new metric for server choice -- transactions per watt per square foot." Mary McDowell,Compaq I wonder what Dell's answer is going to be to this new server system packaging scheme. Copy/paste the hardware won't be easy on this one.

To: Elwood P. Dowd who wrote (91107)	5/6/2001 11:51:54 PM
From: Tomcat	Read Replies (2) \| Respond to of 97611

"Intel, Compaq to announce new server" Unfortunately this smells like a knee jerk reaction. I bet they did not start working on this until they lost some of their key managers to RLX Technologies. Now they are pre-announcing something that they will not have until "sometime in the second half of the year". Lucky they don't mention what year. Not that this is not a good idea, just the fact it took somebody else to do it first before they would commit to it. I am sorry, but Compaq can not play it safe anymore. They need to be innovative again and start taking some risks. They are so hooked on the Intel drug it is pitiful. Dell can play this game due to their more efficient model. CPQ can not. There is nothing preventing Dell from doing the same thing. And by preannouncing, they are telling Dell exactly what they are doing. I was hoping for more out of Cappelas. But it looks like the same old thing. Brad, you are about to get your butt kicked by Dell. Preannouncing a product 6 months to a year away is not going to help.

To: Elwood P. Dowd who wrote (91107)	5/7/2001 11:30:15 AM
From: profile_14	Respond to of 97611

El, I am more interested in the metrics pertaining to earnings per share and enterprise value per trailing and also forward EBITDA. The power thing will be fashionable since electricity prices are going up, but stingy corporate customers will focus on prices, financing, service, etc. I want the former, which gets the stock moving again. Separately, I wonder if this is a way to distance the firm from Dell and others in that possibly only firms with higher R&D budgets will be able to provide these products in the near-term? Is this a price is not everything strategy or repositioning statement?