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

To: hlpinout who wrote (95621)	3/3/2002 8:24:46 AM
From: hlpinout	Read Replies (1) \| Respond to of 97611

HTC Pocket PC shipments to rise to two million units David Tzeng, Taipei; Willie Teng, DigiTimes.com [Wednesday 27 February 2002] High Tech Computer (HTC), the world’s largest contract manufacturer of PDAs, is expecting to ship two million Pocket PCs (PDAs running on Microsoft’s Pocket PC OS) in 2002, up about 30% from last year’s 1.49 million units. According to International Data Corporation (IDC), global Pocket PC shipments reached 2.897 million units in 2001, and the figure is expected to increase by 25% to 3.6 million units in 2002. The Taiwan-based company could account for about 55% of the world’s Pocket PC shipments this year. Compaq Computer’s iPAQ Pocket PCs represented 80% of HTC’s 2001 shipments. However, as HTC’s client base increases and Compaq hands a portion of the iPAQ orders to LG Electronics of South Korea, the percentage will drop to 50-60% this year. HTC currently has an annual capacity of 2.5 million units. Despite a shortage of LTPS (low-temperature poly-silicon) panels in 2002, HTC still shipped one million to 1.2 million units to Compaq, said company president H.T. Cho. LTPS supply should not be a problem this year, Cho added, since an increasing number of panel makers now have LTPS capability. HTC will launch a wireless Pocket PC in April, and its smart phones will hit the market in the second half of the year, Cho said. Pocket PCs and wireless Pocket PCs will be the company’s main product lines this year, he pointed out, with a significant contribution from smart phones not expected until 2003. On reports of HTC establishing facilities in China and entering own-brand operations, Cho said that the company has no plans to introduce own-brand PDAs, and migration to China will depend on China’s medium to high-end PDA market. At the moment, low-end PDAs are the mainstream products in China, and thus HTC is awaiting growth in other products, he said.

To: hlpinout who wrote (95621)	3/3/2002 8:41:32 AM
From: hlpinout	Read Replies (2) \| Respond to of 97611

From The Inquirer. -- Compaq TV ad to push Itanic But they're Alphas in Pittsburgh... By Mike Magee, 03/03/2002 01:20:54 BST THE WORD ON THE advertising street is that Compaq is preparing a TV ad that will have Alpha aficionados fainting in disbelief. According to sources so close to Compaq that they're not allowed to view the INQUIRER on their PCs, the ad features the Pittsburgh Supercomputing facility. This facility, of course, demonstrates the fearsome power of the Alpha in its high end incarnation. But, we understand, shots of the Pittsburgh site are interleaved with pictures of an unlidded Compaq Itanium, which of course is shipping now after that horrible SNAFU last year. The director of the center - which uses Alpha technology - is made to say something along the lines that the incredible computation power of his installation proves the superiority of the Itanium processor. Which of course it doesn't. And won't for a fair old while. Meanwhile, intrepid girl reporter Eva Glass tells us that the marketing department(s) at Q are very much afraid that if the HP-Q takeover goes ahead on April Fool's day, most will go, go, go. That, she understands, means that little in the way of marketing is going on, the CVs/resumes are flying like confetti, while "cover your ass" is the order of the day. But is having the words Compaq Marketing Specialist on your CV a good recommendation for a future job, Eva mischievously asks. µ