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

To: rupert1 who wrote (36625)	11/16/1998 3:07:00 AM
From: rupert1	Read Replies (1) \| Respond to of 97611

Thread: I had posted an item from "She" of the Yahoo thread at the weekend, and, as luck would have it, chose a post with a very rare factual error in it, quickly picked up by rudedog. To do "She" justice, I am posting her own correction. "She" should just come on over here and speak for herself. Victor ___________________________________________ nestegg & francis by: she_xlr8s (44/F/TX) 42879 of 42895 yes i put the wrong model down, sorry. i said the digital notebook was the cpq armada 7800. the digaital hi-note laptop is the cpq 6500 (not6800). it's not titanium though, i believe it could be magnesium oxide as other compaq's are. i think it's the lightest weight laptop we make. personally my fav is the 7800, i guess that's why i made the mistake. sorry again. L8R _____________________________________________

To: rupert1 who wrote (36625)	11/16/1998 9:54:00 AM
From: rudedog	Respond to of 97611

Victor - JMHO on this stuff, the Monday morning 'condensed technology for busy readers' edition. what would be the consequential effects for companies which sell and service ERP software systems such as CA, SAP, ORCL? Those vendors are already ahead of the curve on this. SAP has modularized the application layer to allow flexible substitution of components. The next step for them will be replaceable modules at that level which will commercialize a process that many customers have already used on their own. As you suggest, the shift to services in that space will continue, although a big services component has always been part of the ERP equation. what might be the effect on the chip industry Intel will continue to win as long as they have standard interfaces to connect. Probably little effect on the component chip business since at that level it is really a substitution of a hidden interface level for a more visible one. built-in modems connectivity is the biggest variable in this equation, as the distinctions between internal, local, and public networks continues to shift. Everyone wants in on the game. The pipe owners (cable, telco etc.) don't want to lose any control over their infrastructure or revenue stream. The switch and networking vendors want to turn the pipe vendors into common carriers so that they can extend from proprietary to public. And of course the systems vendors think all of those folks should be enabling advanced systems concepts which extend across infrastructure boundaries. Too early to tell how it will work out. Near term everyone expands market. The big winners at the moment are consumers, but there is always the chance to invest big in the next betamax. P.S. on this last point, see CPQ's news on the 'triple play' connectivity front.