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To: Yogi - Paul who wrote (448)	6/4/1998 11:51:00 AM
From: Mark Oliver	Respond to of 2025

Could be the inventory over hang is cutting back. Also interesting comments about CPQ beating Intel to the punch on 64bit processors. Also, would be interesting to see if CPQ could spin off Alta Vista. Regards, Mark nter@ctive Week<Picture>June 3, 1998 Compaq "On Track" To Correct Inventory Problems <Picture> By Kimberly Weisul 4:30 PM EDT <Picture> A Compaq Computer Corp. official said Wednesday that the company was on track to resolve its inventory problems and cut backlog to four weeks by the end of the month. Speaking at the PaineWebber Technology and Growth conference in New York, Earl Mason, Compaq's chief financial officer, said the company was on track to resolve inventory issues. In afternoon trading, Compaq shares were up 13/16 to 28 1/4. Mason also promised Compaq would be "very competitive in the direct space," and pointed out that consumers can already buy some products from the Compaq Web site. Although Mason did not provide details on Compaq's direct marketing strategy, he said it was important that Compaq's own sales force focus on high end accounts, leaving individual personal computer sales to Compaq's channel partners. An inventory glut sent Compaq shares into a tailspin in March. When the company released first quarter earnings of a penny a share in April, officials said the second quarter would also be "about break even" because of inventory corrections. Wall Street is expecting earnings of 2 cents a share for the second quarter. While Compaq has struggled, Dell Computer Corp. has thrived with its direct model prompting competitors to emulate Dell. Mason also said he expects that the Federal Trade Commission will approve its pending merger with Digital Equipment Corp. as early as today or tomorrow. He said FTC lawyers were unanimous in recommending approval of the merger. Mason said Compaq would be the first to offer 64-bit NT processors with Digital's Alpha chip. Mason said Compaq would outline its "NT leapfrog strategy" to analysts next week. With resources from the Digital acquisition, "We can offer 64-bit to Microsoft ahead of Merced," he said. In response to an audience question, Mason addressed his company's relationship with Lexmark International Inc. Lexmark provides printers to Compaq that are sold under the Compaq brand name. Mason said that for this year, Lexmark should be able to keep up with demand, but "I worry about next year." He said Compaq was talking to "Lexmark and other people" to ensure that Compaq would be able to meet demand for its printers. With the Digital acquisition, Compaq also assumes control of search engine Alta Vista. Mason hinted that the search engine would soon incorporate new features, saying Compaq was "working with some of the software providers" to enhance the service.

To: Yogi - Paul who wrote (448)	6/5/1998 11:12:00 AM
From: Mark Oliver	Read Replies (2) \| Respond to of 2025

Interesting article about browsers and Win 98. Sure looks like things could be getting very tough on Netscape. They will really be waiting to see what happens with the anti-trustsuit. Have we got any ideas whether Win 98 will be released or are we going to see a delay in court? Regards, Mark Browser crashes bug Win 98 By Stephanie Miles Staff Writer, CNET NEWS.COM June 5, 1998, 4:00 a.m. PT Microsoft's Windows 98 operating system boasts tight integration between its file management application and the Internet Explorer Web browser. In fact, it is so tight that even historical Netscape backer IBM is planning to eschew Navigator in favor of IE on upcoming computers. (See related story) Although the blend of the browser and the OS that is Windows 98 offers seamless interoperability between the two, it brings greater consequence to the annoying, but generally harmless, browser crash. CNET Reviews: Windows 98 "If you already use IE 4.0's Active Desktop, Windows 98 will look completely familiar. There are many subtle variations between Windows 95 and Windows 98, but 'true Web integration' is the defining difference. Win 98 integrates the Web browser and Windows Explorer, so your PC views the Internet as nothing more than a large, slow network drive." --Cormac Foster Today, using Windows 95 and Internet Explorer or Navigator for Web browsing presents little risk to users in case the application shuts down. But when IE and the OS are tightly bound, there is the potential for larger data loss when the browser crashes, according to CNET's review of Windows 98. "Be wary...of Win 98's browser/OS integration, since one bad browser crash can take down your whole system," stated a CNET review of the Windows upgrade. "On the other hand, Windows 98 crashes far less than Windows 95 with IE 4.x, its Internet access is cleaner, and its backup and maintenance tools help protect your critical data." In a previous interview with NEWS.COM, Windows 98 product manager Rob Bennett acknowledged the problem, but he noted that Windows 98 and the latest version of IE are much more stable than previous versions.