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

To: PCSS who wrote (93210)	9/26/2001 11:36:40 AM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

Of myths and mergers.(by Fiorina) by: skeptically 09/26/01 11:13 am Msg: 256918 of 256922 news.cnet.com By Carly Fiorina September 26, 2001 Since Hewlett-Packard and Compaq Computer announced their merger, volumes have been written about the combination, much of it focused on PC market consolidation or creating scale to cut costs. But those stories, frankly, miss the point. Steps like the one Michael Capellas and I took are based on a shared commitment to our customers, employees and shareowners to lead and drive the industry through its next inflection point--the accelerating shift toward market-unifying architectures and approaches. Why are market-unifying standards such as Itanium, Unix/Linux, NT, open source, open APIs, and open connectivity standards so important in the context of our merger with Compaq and the future of the technology industry? Because market-unifying standards will shift the underlying economics and the basis of competition in this industry by leading to more competition, greater choice and flexibility for businesses, and better ease of use for consumers. They will also lead to more advantageous cost models for technology suppliers, which can be passed on to customers in the way of lower costs. By combining HP and Compaq, we are committing to market-unifying, industry standards-based architectures and approaches across every level of the technology stack and across every category we compete in from infrastructure to access devices to printing and imaging. Fundamentally, this merger is about three things: 1. It's about becoming a better, strong supplier to our customers with unmatched depth and breadth in products, solutions and services. A supplier that recognizes that the real world of business prioritizes speed and choice, flexibility, and return on investment over proprietary, inflexible, old-world approaches to technology that shackles businesses to their past and to their IT vendors. 2) It's about becoming a better, stronger ally for our partners. By combining forces and leveraging our partners more aggressively, we can accelerate the development and adoption of open, market-unifying architectures including Itanium and Linux, thereby creating new markets, new momentum, and new opportunities for our partners to innovate. 3) It's about having a clear, pragmatic view of the economics of the industry--economics that suggest that going forward, research and development and sales and marketing leverage and scale will determine market leadership. The new HP will have more "capital effective" R&D efforts as a result of greater product and services breadth, and a better overall cost model created by increased volume and velocity. In fact, no company will have better-leveraged and more effective ....con't at link........