Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: PCSS who wrote (33098)	9/18/1998 9:51:00 AM
From: Nilesh Parikh	Respond to of 97611

Why is CPQ down today?? I would think that the news this morning were positive and also tech stocks are up. Compaq eyes Yahoo, Time Warner By Kurt Oeler Staff Writer, CNET News.com September 18, 1998, 12:30 a.m. PT Compaq is reportedly in talks with Yahoo and also Time Warner about a joint venture involving its recently acquired AltaVista search engine. QUOTE SNAPSHOTSeptember 17, 1998, 1:31 p.m. PTCompaq Computer Corp. CPQ31.2500-0.9375 -2.91% Yahoo Inc. YHOO90.0625-3.3125 -3.55% Time Warner Inc. TWX85.5000-0.7500 -0.87% > more from CNET Investor > Investor message boardsQuotes delayed 20+ minutes In a deal that would bring together leading companies from separate but converging industries, the PC maker would swap equity in AltaVista either for Yahoo content or access to the Road Runner cable Internet access service, according to unnamed sources cited by Business Week. Although its ownership is now diffuse, Road Runner is most closely associated with Time Warner, which launched the service in September 1996. Earlier this week, Compaq chief financial officer Earl Mason told financial analysts that the Houston-based company is in negotiations with "a couple of different partners," Business Week reported. In June 1998, Compaq invested $212.5 million in Road Runner, giving it a 10 percent stake in the high-speed Net access venture. Software giant Microsoft made an equal investment at the same time. Some of Compaq's Internet-ready PCs already come with the cable modems needed to use Road Runner. Additionally, some of these Presario models come with the company's Internet keyboard, which offers dial-up access through America Online or the cobranded GTE-Compaq connection service. One of the keys, "Instant Internet," links to My Yahoo, the portal giant's personalized page. Compaq acquired Alta Vista as part of its January purchase of Digital Equipment. None of these companies could immediately be reached for comment.

To: PCSS who wrote (33098)	9/18/1998 9:52:00 AM
From: Nilesh Parikh	Read Replies (1) \| Respond to of 97611

Some more good news for CPQ: Compaq to move Tandem Himalaya servers to Alpha PC Week By Carmen Nobel, ZDNet Making the most of its recent acquisitions, Compaq Computer Corp. plans to start using Digital Equipment Corp.'s Alpha chips in its Tandem Himalaya S-series of servers as early as 2001, company officials confirmed today. The Himalaya servers currently use MIPS chips from Silicon Graphics Inc. "SGI has been changing its strategy for the MIPS chips and that was making us nervous," said Pauline Nist, vice president of the products and technology group at Compaq's Tandem division in Cupertino, Calif. Shortly after acquiring Tandem Computers Inc. last year, Compaq (NYSE:CPQ) voiced plans to switch the Himalayas from MIPS to Intel Corp.'s 64-bit Merced platform. But the subsequent acquisition of Digital gave Compaq another choice - Alpha. Industry analysts said the choice is a good one. "It's certainly a statement that Merced is not perceived as stable enough for Tandem to make the migration from MIPS to Merced," said Jerry Sheridan, an analyst at Dataquest Inc. in San Jose, Calif. "At least we know Alpha works," added Jim Johnson, an analyst at The Standish Group in Dennis, Mass. "All the mission-critical systems now aren't on Intel (Nasdaq:INTC). That should say something." Compaq officials said they plan to integrate the Tandem servers with the next major rev of Alpha, the EV7, which is due in 2000. Alpha-equipped servers should be available by 2001 or 2002, they said. There will be a couple of MIPS upgrades between now and then, most likely in 1999 and 2000. Customers will be able to upgrade their servers to Alpha via a fairly simple chip switch and be able to move object code from their existing systems to the new systems, officials said. The Himalaya K-series will not be upgraded to Alpha as it is being phased out, officials said. Additional reporting by Lisa DiCarlo