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

To: Tomcat who wrote (91111)	5/7/2001 8:09:57 AM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 97611

ADVISORY/Yahoo!'s ``Free Ride, Compaq Inside'' Shuttles Roll Onto the Streets of Las Vegas Yahoo! and Compaq Offer Trade Show Attendees Free Transportation From Las Vegas Convention Center to Las Vegas-Area Hotels in Co-Branded Shuttles (BUSINESS WIRE)-- There's no doubt about it -- trade shows mean tons of walking and tired feet. But attendees of next week's Networld+Interop (N+I) Trade Show in Las Vegas will get some help from Yahoo! (Nasdaq:YHOO - news) and Compaq (NYSE:CPQ - news) with FREE shuttle rides between the city's convention center and hotels. Two ``Yahoo!® Powered by Compaq'' shuttles, wrapped in Yahoo!'s signature purple and yellow colors, will roll through the streets of Las Vegas offering free rides during N+I, from 8-11 a.m. and 1-6 p.m. May 7-11, 2001 (route information below). Passengers will be entertained by a fun trivia game offering information on the Yahoo! and Compaq alliance, as well as information on Compaq's line of products displayed at the Citrix booth. Shuttle passengers will also have the opportunity to win a Compaq iPAQ Pocket PC. The shuttle service promotes the global technology and marketing alliance between Yahoo! and Compaq announced in January. The multi-year agreement makes Compaq the preferred Internet infrastructure provider to Yahoo! and represents a substantial commitment by Compaq to advertise and market its products and services throughout the Yahoo! network of properties. (For alliance press release, visit: docs.yahoo.com Free shuttles run between the Las Vegas Convention Center and stops at (or near) the following hotels: Stratosphere, Treasure Island, Desert Inn, Mirage, Caesar's Palace, Bellagio, Barbary Coast, Flamingo, Rio, Harrah's, Royale, Imperial, Venetian, Hard Rock, MGM Grand, Excalibur, New York New York, Tropicana, San Remo, Monte Carlo, Mandalay Bay, Luxor, Aladdin, Paris, Bally's, and Bourbon Street. Note to Media: Digital images of the co-branded shuttle are available. To obtain digital images, and/or to schedule an interview with Yahoo! and Compaq spokespersons, contact: Sean Florio, Yahoo! Inc., sean@yahoo-inc.com, 408/349-3599; Sabrina Friedman, Fleishman Hillard, friedmas@fleishman.com, 415/356-1007. Note to Editors: Yahoo! and the Yahoo! logo are trademarks and/or registered trademarks of Yahoo! Inc. All other names are trademarks and/or registered trademarks of their respective owners. --------------------------------------------------------------------------------

To: Tomcat who wrote (91111)	5/7/2001 8:59:56 AM
From: rudedog	Read Replies (1) \| Respond to of 97611

Tomcat - the "blades" architecture has been on CPQ's advanced roadmap for about a year, and is a different design than the RLX / Transmeta box. It was originally scheduled for a September launch and may have been held up by delays in Intel's "Tualatin" processor. I question how quickly DELL could put out a product like this - they are dependent on Intel engineering, and Intel can hardly take work done jointly with CPQ and give it to DELL, even assuming DELL could do the rest of the design. Blade products are way different than standard rack-mount servers. I would not expect DELL to have a product like this any time soon. Having said that, I am disappointed in CPQ's execution on their server roadmap - I don't think the current team has the focus or capability of the "classic" server team. Their 1u product was a year behind IBM and only a little ahead of DELL. The "blade" product will be behind Transmeta and IBM reportedly has a similar product on the roadmap, also for second half of this year. CPQ's "low end" DL320 is a good design for the market it is supposed to serve but is too expensive - CPQ may be worried about cannibalizing DL360 sales but they should be more worried about DELL. With basically PC components, I don't see why the DL320 could not be on the market at around $1000 instead of $2,485...