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

To: rupert1 who wrote (39170)	12/8/1998 9:21:00 AM
From: rupert1	Read Replies (1) \| Respond to of 97611

IDC:Asia/Pacific 3Q PC Shipments Decline Vs. One Year Ago by: hlpinout Framingham, Mass.-Dec. 7-FWN--THIRD-QUARTER PERSONAL computer (PC) shipments in the Asia/Pacific region declined from the same period a year ago, but the market performed better than forecast, according to preliminary data released today by International Data Corporation (IDC). Asia/Pacific (excluding Japan) PC shipments declined 2.3% in the third quarter compared to the same quarter a year ago, which represented the lowest annual decline in 1998. Likewise, the regional PC market managed to exceed IDC's initial forecast of a 3.1% decline as shipments reached 2.56 million units. The stronger-than-expected results combined with strengthening currency and stock markets in the fourth quarter bodes well for the regional PC market in the fourth quarter and into 1999. Further, Intel's announcement in November that it expects fourth-quarter demand for PC products "across all market segments and in all geographies" to be stronger than initially expected adds credence to the prospect of a regional PC market revival. Based on IDC's latest forecast, PC shipments in the fourth quarter are expected to increase 5% over the fourth quarter of 1997, which marks the first annual shipment growth since the fourth quarter of 1997. Regional PC shipments in 1999 are forecast to increase 16% over 1998, a considerable improvement from an expected 1% annual decline in 1998. "After one year of turmoil, the regional PC market is showing some signs of life as we look toward 1999," said Brian Kornegay, research manager at IDC Asia/Pacific. "While we are not ready to proclaim a full-fledged recovery, the worst could be behind the regional PC market as a degree of stability returns to the region." Competitively, Compaq maintained leadership in the regional market with 8.6% market share. Compaq volumes dropped from the same period a year ago as well as in the second quarter of 1998 as some Digital business faded. IBM remained the second-ranked vendor in the third quarter after being bumped there in the second quarter of 1998. Nevertheless, IBM managed to increase market share from the year-earlier period by outpacing industry growth. One of the quarter's most significant competitive shifts was generated by Legend. Due to 75% annual shipment growth, Legend replaced Hewlett-Packard as the third-largest vendor in the region with 5.8% market share. Legend's strong gains continue to be fueled by its strength in the Chinese market where PC growth has remained stable. Despite 25% annual shipment growth, Hewlett-Packard dropped to the market's fourth-place position. Hewlett-Packard's strong annual growth was bolstered by exceptional gains in the PRC, Australia and New Zealand. Acer marginally maintained its fifth-place position despite a 24% contraction from the third quarter of 1997.

To: rupert1 who wrote (39170)	12/8/1998 9:24:00 AM
From: rupert1	Respond to of 97611

Compaq: A Hot Co. to Watch in 1999- Intelligent Entp. by: hlpinout The origin of Compaq's fame and fortune was the PC clone, which it essentially invented. In the 1980s, its strategy devastated IBM's PC business, which meant that IBM couldn't control the PC's growth, thereby opening the door to the PC revolution. Sensing well before its competitors that PCs were becoming commodities, Compaq became the first vendor to market PC servers. Now the company is betting its business on commodity clusters—and once again is positioning itself to knock off IBM and the other enterprise server vendors. To get there, however, the company has chosen to play Dr. Frankenstein. In 1997, Compaq bought Tandem Computers; this year, it completed the biggest deal in industry history, buying Digital Equipment Corp. Although very different, Compaq, Tandem, and Digital all prospered by beating IBM to the punch. The latter two did it largely through distinctive engineering, of which both were justifiably proud—too proud. Now the big question: Can Compaq breathe its hard-driving entrepreneurial spirit through this giant, grafted-together body, so that it springs to life as the dominant enterprise solutions vendor? Many analysts are skeptical and worried that Compaq can't concentrate with Digital's problems in its lap. However, Compaq has stated its strong commitment to the parts of Digital that matter: AlphaServer, StorageWorks, and its Alta Vista Internet endeavors. If Compaq can integrate these technologies with its own, plus Tandem's popular ServerNet interconnect and NonStop SQL/MX running on NT, it will have an awesome enterprise clustering solution. The toughest challenge will be reconstituting services. Widely called the “crown jewel” of the acquisition, Digital's services division succeeded partly because customers viewed it as a neutral party. With Compaq as owner,they will undoubtedly adjust their view. However, building cluster solutions requires the heterogeneous talents that were Digital's strong suit. That kind of talent is no commodity.

To: rupert1 who wrote (39170)	12/8/1998 9:27:00 AM
From: rupert1	Read Replies (1) \| Respond to of 97611

Peoplesoft Expand Offerings for Small and Medium Size Orgs by: hlpinout infoseek.com ation%22,%22Compaq%22&sv=EL&lk=&col=NX&kt=A&ak=news1486

To: rupert1 who wrote (39170)	12/8/1998 9:30:00 AM
From: rupert1	Respond to of 97611

Viking Components Adds 128MB SDRAM for 4 Notebook Families by: hlpinout RANCHO SANTA MARGARITA, CALIF. (Dec. 7) BUSINESS WIRE -Dec. 7, 1998-- Viking Components, one of the world's leading manufacturers of computer memory, flash and modem products, Monday announced the immediate availability of new 128MB Synchronous Dynamic Random Access Memory (SDRAM) modules compatible with selected notebook computers from Compaq, Fujitsu, Hewlett-Packard and IBM. The new modules are 66MHz, 144-pin SO-DIMMs compatible with HP's OmniBook(TM)family, Compaq's Armada(TM) family, Fujitsu's LifeBook(TM) E Series and the IBM ThinkPad(TM) 600, 770 and 770 ED series. "To support users' ever-increasing demands for memory, we have developed these modules to provide maximum memory capacity for these popular, high performance notebooks," said Shannon Biggs, vice president of engineering/manufacturing, Viking Components. "We've worked closely with each manufacturer to design memory modules that are optimized for each system to ensure that users achieve maximum performance." Viking Memory for the Compaq Armada(TM) Compaq's Armada notebook family for the business user features a wide range of models to provide a broad selection of features and performance. Most current models ship with 32MB or 64MB SDRAM, and can accommodate one or two additional memory modules. The Armada 1700 ships with 32MB SDRAM, with one expansion slot, for a maximum 160MB memory with the addition of a 128MB memory module. The new lightweight Armada 3500 ships with 32MB or 64MB SDRAM, with one expansion slot for a total of 160 or 192MB memory with the addition of one 128MB module. The new Armada 6500, featuring excellent performance and the latest technology for the road, ships with 64MB standard memory and can accommodate two 128MB expansion modules for a maximum memory capacity of 320MB. Viking Memory for the Fujitsu LifeBook E Series(TM) Fujitsu's LifeBook E Series notebooks feature Intel(R) Pentium(R) II processors from 233MHz to 300MHz, and are available in a wide variety of configurations to meet the needs of entry-level, mainstream or high-end users. Each LifeBook E Series system ships with 32MB SDRAM, with one expansion slot, for a maximum of 160MB memory with one 128MB expansion module. Viking Memory for the HP OmniBook(TM) HP's OmniBook(TM) notebooks ship with 32MB or 64MB of synchronous memory (SDRAM), and feature two expansion slots to support a maximum of 288MB or 320MB system memory,depending on the model selected. The family ranges from the OmniBook 2100, designed to provide notebook technology at affordable prices, to the OmniBook 7150, a premier multimedia notebook, featuring Intel's Mobile Pentium II processor at 300MHz. Viking Memory for the IBM ThinkPad(TM) Viking has a 128MB SO-DIMM memory expansion module compatible with all configurations of IBM's ThinkPad 600, 770 and 770 ED series, which feature 200MHz, 233MHz or 266MHz Mobile Pentium processors. The ThinkPad 600 and 770 series notebooks ship with 32MB SDRAM, expandable to 288MB with the addition of two 128MB SDRAM modules. The ThinkPad 770ED ships with 64MB SDRAM, expandable to 288MB with the addition of two 128MB SDRAM modules. 128MB 144-pin SDRAM SO-DIMM Product Availability Information Notebook Manufacturer/Model Viking Upgrade Viking Part Number Compaq Armand 128MB SDRAM C14892 Fujitsu LifeBook E Series 128MB SDRAM FPC013 HP OmniBook 128MB SDRAM H1622 IBM ThinkPad 600, 770 and 770ED 128MB SDRAM I0296 Viking's 128MB SO-DIMM modules are now shipping to authorized resellers, retailers and OEMs and come with a limited lifetime warranty and technical support available 24 hours a day, seven days a week.

To: rupert1 who wrote (39170)	12/8/1998 9:32:00 AM
From: rupert1	Read Replies (1) \| Respond to of 97611

Building the Next Alphas (Another Article on Samsung) by: hlpinout By John G. Spooner, PC Week Online December 7, 1998 9:00 AM ET Samsung Electronics Co. Ltd. plans to begin mass-producing the next generation of Alpha processors by the end of the year. The Seoul, South Korea, company, which has been manufacturing second-generation Alpha chips since last year, announced the plans to build third-generation Alpha processors two weeks ago. Starting this month, Samsung Electronics will supply third-generation Alpha processors to Compaq Computer Corp. for use in the Houston company's servers and workstations. Compaq's most recent Alpha-based servers include the high-end AlphaServer GS series, based on Alpha 21264. Compaq has announced plans for Alpha-based ProLiant Windows NT servers, due in the first half of next year. Over time, Samsung will become the primary manufacturer of the Alpha, edging out Intel Corp. That's because Compaq, the largest Alpha customer, said that Samsung is competitive in pricing and next-generation process technology. Samsung Electronics said that the forthcoming Alphas will double the data processing performance over second-generation chips, which run at speeds of up to 633MHz, and add real-time audio and video playback along with improved support for Windows NT and Unix. Samsung Electronics also recently announced that it has developed a new 0.18-micron process for Alpha, which it will use to increase the chip's speed to 1GHz in the second half of next year. In the same time period, it also plans to switch to copper interconnects for Alpha. Going forward, Samsung Electronics expects the processor to become the mainstay of its nonmemory business, with projected sales of more than $100 million next year and more than $1 billion in the next five years. Samsung Electronics is a member of Alpha Processors Inc., a joint venture with Compaq and Intel that provides a single point for sales and marketing for Alpha.

To: rupert1 who wrote (39170)	12/8/1998 9:36:00 AM
From: rupert1	Respond to of 97611

Compaq to Join Rivals in Thin Notebook Market by: hlpinout news.com nc

To: rupert1 who wrote (39170)	12/8/1998 9:38:00 AM
From: rupert1	Respond to of 97611

Linux Supercomputer Order for Mitsubishi Elec. Affiliate by: hlpinout TOKYO, Dec 08, 1998 (Asia Pulse via COMTEX) -- Mitsubishi Space Software Co. and Compaq Computer KK have received a 130-million-yen order from Japan's Institute of Physical and Chemical Research for a supercomputer that runs Linux, the freeware version of the Unix operating system. The companies will configure a parallel-processing system equipped with 130 Compaq 64-bit Alpha CPUs (central processing units) and other Compaq-developed hardware, as well as Linux-based systems software developed by Mitsubishi Space, a Mitsubishi Electric Corp. (TSE:6503) affiliate. The system, scheduled for delivery by the end of March 1999, is about half the cost of conventional supercomputers.

To: rupert1 who wrote (39170)	12/8/1998 9:39:00 AM
From: rupert1	Respond to of 97611

Thrustmaster Joins with Peoplelink(Compaq is a Partner) by: hlpinout library.northernlight.com &dx=1006#doc

To: rupert1 who wrote (39170)	12/8/1998 9:42:00 AM
From: rupert1	Respond to of 97611

Ever Hear of Scout Utility? Courting Compaq by: hlpinout By Anne Knowles, PC Week Online December 7, 1998 9:00 AM ET Most PCs today store a lot more than word processing documents and spreadsheets, so Thinkstream Inc. is launching software that streamlines document viewing to help users manage those files that are saved in myriad formats. The Greenwood Village, Colo., software maker is preparing to ship Scout, a utility designed to supplement or replace Windows Explorer on Windows 95, Windows 98 and Windows NT 4.0. Scout expands on the basic concept and layout of the Microsoft Corp. file viewing system. Like Explorer, it provides a hierarchical view of a PC's files. But Scout significantly extends it to include extensive information about the files; thumbnail images of documents; enhanced searching capability, including the capability to search images; and the capability to edit, e-mail and fax documents and publish them to the Web. Using Scout, a user can search for a stored image based on, for example, color, texture or shape. Scout's image search capabilities are based on the VIR Image Engine from Virage Inc., in San Mateo, Calif. The software also includes image-editing tools that let a user clean up scanned or faxed images. Text documents can also be annotated and edited. According to Barry Bellue, Thinkstream's president and CEO, the company is talking with Compaq Computer Corp. and Hewlett-Packard Co. about bundling Scout with their PCs. Thinkstream is also working with Xerox Corp. on a version of the software customized for Xerox's digital imaging equipment. Thinkstream plans to deliver a client version of Scout, priced between $79 and $89, in the first quarter of next year. A server-based version and versions for vertical markets such as medical imaging are due in the second quarter. The software requires a minimum of 16MB of RAM, with 32MB recommended, and a minimum of 20MB of hard disk space, with 50MB recommended. Thinkstream is at (800) 308-3690 or www.thinkstream.com.

To: rupert1 who wrote (39170)	12/8/1998 9:46:00 AM
From: rupert1	Respond to of 97611

Fron helpinout. Roadrunner. messages.yahoo.com@m2.yahoo.com

To: rupert1 who wrote (39170)	12/8/1998 9:47:00 AM
From: rupert1	Respond to of 97611

Crud, That Did'nt Come Out Very Well: Full Article Here by: hlpinout And probably clearer. library.northernlight.com &dx=1006#doc

To: rupert1 who wrote (39170)	12/8/1998 9:51:00 AM
From: rupert1	Respond to of 97611

Asia Pacific PC Market Rebounds in 4Q Predicts IDC Pt. I by: hlpinout FRAMINGHAM, Mass., Dec. 7 /PRNewswire/ -- Third quarter PC shipments in Asia/Pacific declined from the same period a year ago, but the market performed better than forecast, according to preliminary data released today by International Data Corporation (IDC). Asia/Pacific (excluding Japan) PC shipments declined 2.3 percent in the third quarter compared to the same quarter a year ago, which represented the lowest annual decline in 1998. Likewise, the regional PC market managed to exceed IDC's initial forecast of a 3.1 percent decline as shipments reached 2.56 million units. The stronger than expected results combined with strengthening currency and stock markets in the fourth quarter bodes well for the regional PC market in Q4 and into 1999. Further, Intel's announcement in November that it expects fourth quarter demand for PC products "across all market segments and in all geographies" to be stronger than initially expected adds credence to the prospect of a regional PC market revival. Based on IDC's latest forecast, PC shipments in Q4 are expected to increase 5 percent over Q4 1997, which marks the first annual shipment growth since Q4 1997. Regional PC shipments in 1999 are forecast to increase 16 percent over 1998, a considerable improvement from an expected 1 percent annual decline in 1998. "After one year of turmoil, the regional PC market is showing some signs of life as we look toward 1999," said Brian Kornegay, research manager at IDC Asia/Pacific. "While we are not ready to proclaim a full-fledged recovery, the worst could be behind the regional PC market as a degree of stability returns to the region." Competitively, Compaq maintained leadership in the regional market with 8.6 percent market share. Compaq volumes dropped from the same period a year ago as well as Q2 1998 as some Digital business faded. IBM remained the second ranked vendor in Q3 after being bumped there in Q2 1998. Nevertheless, IBM managed to increase market share from the year-earlier period by outpacing industry growth. One of the quarter's most significant competitive shifts was generated by Legend. Due to 75 percent annual shipment growth, Legend replaced Hewlett-Packard as the third largest vendor in the region with 5.8 percent market share. Legend's strong gains continue to be fueled by its strength in the Chinese market where PC growth has remained stable. Despite 25 percent annual shipment growth, Hewlett-Packard dropped to the market's fourth place position. Hewlett-Packard's strong annual growth was bolstered by exceptional gains in the PRC, Australia, and New Zealand. Acer marginally maintained its fifth place position despite a 24 percent contraction from Q3 1997. Market Highlights In accordance with the regional trend since the crisis began, the market's harshest conditions were in Southeast Asia and Korea. Conditions in Indonesia were the worst in the region, as volumes declined 82 percent when compared to the year-earlier period. After Indonesia, Thailand, Korea, and Malaysia endured the worst downturns with annual shipment declines of 44 percent, 35 percent and 27 percent, respectively. In contrast, China and India continued to offset slowdowns in the rest of the region with buoyant growth. PC shipments in the PRC increased almost 28 percent from the year-ago period despite the government's crackdown on gray market activity in the beginning of the quarter. India's annual shipment growth dropped from the levels reached the previous two quarters; however, it still managed to generate the second fastest growth in the region with a 24 percent annual shipment increase. Expansion in the Indian market continues to be supported by the home and small business sectors. Other regional markets with strong performances in the third quarter included New Zealand, Taiwan, and Australia.

To: rupert1 who wrote (39170)	12/8/1998 9:52:00 AM
From: rupert1	Respond to of 97611

Asia/Pacific Pt. II by: hlpinout Table 1 AP (Ex. Japan) PC Shipments, Third Quarter 1998 (Thousands of Units) Vendor Q397 Share Q298 Share Q398 Share Q398/Q Q398/Q 397 298 Compaq(A) 243 9% 254 10% 221 9% -9% -13% IBM(A) 205 8% 214 8% 208 8% 2% -3% Legend 84 3% 117 5% 148 6% 75% 26% HP 105 4% 143 6% 133 5% 26% -7% Acer TI 159 6% 111 4% 122 5% -24% 9% Others1, 825 70% 1,712 67% 1,731 68% -5% 1% Total 2,622 100% 2,552 100% 2,563 100% -2% 0% Source: International Data Corporation, 1998 NOTE(A): Compaq includes Digital and IBM includes LG IBM About IDC International Data Corporation is the information technology industry's most comprehensive resource on worldwide IT markets, trends, products, vendors, and geographies. IDC provides data, analysis and advisory services to the world's leading IT suppliers as well as IS professionals in finance, insurance, entertainment, advertising, consumer goods and publishing. IDC's research and opinions are based on the results of more than 300,000 end-user surveys, in-depth competitive analysis, broad technology coverage, and strategic analysis. IDC is committed to providing global research with local content through its 500 analysts in more than 40 countries worldwide. Additional information on IDC can be found on its Web site at www.idc.com. IDC is a division of International Data Group, the world's leading IT media, research, and exposition company. IDC Asia/Pacific is a subsidiary of U.S. market research firm International Data Corporation based in Framingham, Massachusetts, U.S. Data includes aggregate shipments from IDC offices in Australia, New Zealand, Korea, China, Taiwan, Hong Kong, Singapore, Malaysia, Indonesia, Philippines, Thailand, India and the 'Rest of Asia/Pacific' (ROAP).

To: rupert1 who wrote (39170)	12/8/1998 9:54:00 AM
From: rupert1	Respond to of 97611

Compaq Making Inroads in Russia by: hlpinout MOSCOW, Dec. 7 /PRNewswire/ -- The Russian PC market was hit badly by the string of economic crises which took place in Russia in the third quarter of 1998, according to International Data Corporation (IDC). Shipments declined by 194,619 units -- 57.9 percent -- compared to Q3 1997. IDC estimates that in Q3 1998 141,308 PCs were shipped to Russia. The disruption caused by the rapid devaluation of the ruble meant that from mid August to late September few PCs were imported into Russia. For many vendors, Q3 1998 was effectively half a quarter. The PC projects market held up much better than distribution sales in Q3 1998. However many companies which were supplying state sector customers on credit now face problems of non-payment. The vendors which were least hit by the Q3 1998 slump were those which generate a high proportion of PC sales to corporate customers in areas shielded from the crisis. Such players included Dell Computers and Siemens-Nixdorf. Though PC sales were hit hard across the board, sales of portable PCs were slightly less effected that desktops and servers. IDC estimates that portable PC shipments were down 6,411units compared with Q3 1997 -- representing a year on year decline of 54.3 percent. The leader of the Russian PC market in Q3 1998 was the Russian PC manufacturer Vist. However for the first time Compaq (now including Digital shipments in IDC reports) led the Russian market by value of shipments. Helped by a more stable ruble exchange rate, a calmer political atmosphere and the resilience of Russian computer companies, the PC business managed to get back on its feet again in October. Sales, however, are still well below pre-crisis levels. IDC forecasts that in 1998 863,500 PCs will be shipped to Russia, a decline of 38 percent compared with 1997.