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

To: Kai-Uwe who wrote (9155)	11/19/1997 10:10:00 AM
From: John Koligman	Read Replies (2) \| Respond to of 97611

Kai and thread - Nice discussion on the PC/TV, but what about another thing that Eckhard mentioned and that I find intriguing - the home server? At Comdex he mentioned that another thing he sees is the home server in the basement, powering cheap devices all over the house and providing web access via wireless transmission. Since my wife and I both work from home (OK - no 'are you at each other's throats jokes!'), I would find it very useful. These days, we have a couple of PC's in several rooms, and I move a laptop around and plug in when I need to. This concept seems sound, what do all of you think? Hey, I read in Business Week that even Martha Stewart has a server in her house, (although she hasn't featured it on her show as far as I know!) John <gggg>

To: Kai-Uwe who wrote (9155)	11/19/1997 4:40:00 PM
From: Tim Bagwell	Read Replies (2) \| Respond to of 97611

Kai-Uwe, thanks for your points on WebTV. I'm still not convinced but I wont drag the discussion out further. Your points about HWP are true. HP is a follower and not a leader in many areas. That is partly because the company is so fiscally conservative. There is little support to enter new businesses unless the trail has already been blazed. But there are a few exceptions, most notably, the printer business which is one we lead. As far as Merced goes it is in keeping with the new corporate philosphy to outsource rather than build yourself. But I don't think HP is really leading here. They led years ago when they were in the RISC business. Now they are giving the technology away in exchange for operating efficiencies. Competitve advantage becomes a victim of the lust for earnings growth. So HP is stuck in a competitive struggle with CPQ. I tend to agree that it is one that HP may lose. On the other hand, the market is big enough for more than one player. CPQ will not own it all and so HP is likely to continue with some lesser market share.