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Technology Stocks : PC Sector Round Table -- Ignore unavailable to you. Want to Upgrade?

To: Mark Oliver who wrote (349)	5/13/1998 7:02:00 PM
From: Yogi - Paul	Read Replies (1) \| Respond to of 2025

Mark, thread, Compaq commenting on changing PC players in Europe and Africa. You know, I missed all of this, Tulip, Siemens, etc-- shows how much you can miss when you concentrate on Asia and US and forget the rest of the world. INTERVIEW-Compaq sees further Euro shakeout By Marcel Michelson PARIS, May 13 (Reuters) - Compaq Computer Corp (CPQ - news) expects a further shake-out in the European computer industry following the demise of Tulip Computers NV (TULN.AS) and Siemens-Nixdorf's (SIEG.F) decision to stop making computers. Andreas Barth, senior vice president at Compaq and general manager for Europe, Middle East and Africa, said he was waiting for the moment when Vobis Microcomputer AG also quits the computer-making scene, and for the day Fujitsu Ltd (6702.T) raises its prices. ''Siemens Nixdorf will continue to be a market force,'' Barth told Reuters in an interview here, commenting on a recent deal in which Siemens turned its personal computer unit over to Acer Inc (2306.TW) of Taiwan. ''What we are seeing is that they have cut back a little on their aggressiveness on the prices in the German and European market. They were buying market share,'' Barth said on the fringes of the Microsoft (MSFT - news) Windows CE strategy day, where Compaq launched its C-series of handheld personal computers in Europe. ''What we are seeing now is that people like Fujitsu and Vobis are still driving that game. I don't think that it is a long-term strategy and I am waiting for the moment that Vobis will be out of business -- not as a retail chain but as a manufacturer,'' Barth said. more followed biz.yahoo.com Yogi

To: Mark Oliver who wrote (349)	5/16/1998 12:27:00 PM
From: Pierre-X	Respond to of 2025

Re: OROM You said: Here's an interesting link to a new data storage technology for hand held computers. Hey Mark, I posted a bunch of links to OROM materials months ago! <g> This could indeed be a potential kick in the pants for portable computing. However, like flash, not much use on the desktop as far as I can think of. Speaking of flash, I predicted that OROM success could massively stimulate flash demand, as efficient delivery of high capacity to a portable platform increases all of its other memory requirements -- like CDROM stimulated HDD capacity demand on the desktop. God bless, PX