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

To: E.H.F. who wrote (22812)	3/21/1998 1:34:00 AM
From: MarkM	Read Replies (1) \| Respond to of 97611

Can someone explain to me what people mean when they say that Mutual Fund managers don't want bad stocks (like CPQ) on their books at the end of the "March quarter"? What happens when the quarter is up? What does it do to them, (something to do with taxes?), and when is the end of such a quarter?

To: E.H.F. who wrote (22812)	3/21/1998 2:48:00 PM
From: E.H.F.	Read Replies (1) \| Respond to of 97611

Compaq Targets E-Commerce -- Offers software, server bundles, vendor alliances By Mary Hayes Compaq Computer moves into the electronic-commerce market this week with new software, server bundles, and alliances with other E-commerce providers. Most of Compaq's Windows NT-based products will be packaged for companies that want to set up their own E-commerce infrastructures. Products include ProLiant servers bundled with firewall software from Raptor Systems Inc. and with Microsoft Site Server Commerce Edition 3.0, which will be widely available on April 27. Offerings from Compaq's Tandem unit include iTP Virtual Store, E-commerce software designed for banks, telephone companies, and Internet service providers. To fill gaps in its offerings, Compaq says it will train and certify more than 1,000 ISPs, 100 resellers, and hundreds of Web developers to set up Compaq-based E-commerce systems. Customers will be able to find information on companies participating in this ClubWeb program at www.compaq.com/clubweb. The strategy is welcome news to some Compaq customers who want help developing systems to conduct more business over the Internet. "We've been very committed to Compaq, and I was a little concerned," says Steve Tyler, network manager at Riverside Health System, a Newport News, Va., company that uses 3,000 Compaq desktops and 150 servers in its three hospitals. Riverside hopes to eventually let patients schedule appointments over the Internet, and it's counting on Compaq to offer systems that protect patients' privacy. Analysts say the weak spot in Compaq's offering is the absence of midrange Unix systems. The high-end Tandem offerings are best suited to large E-commerce providers, while some companies that want to set up their own infrastructures may shy away from NT and its scalability limitations, says David Card, an analyst with Jupiter Communications. But if Compaq's deal to acquire Digital Equipment is approved, Card notes, "Digital will be able to address the midrange issues."