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

To: Elwood P. Dowd who wrote (49065)	2/20/1999 9:14:00 PM
From: rupert1	Read Replies (1) \| Respond to of 97611

Elwood: Barely able to keep awake I stagger to my keyboard to report on a programme I just caught on CNBC Europe. Rosalie Nelson, is CNBC's Technology Editor and she and the anchor man of the European Squawk Box were reviewing the CPQ London Conference on Tuesday and a DELL Conference after earnings over here as well as news of the new IBM chip. (They showed pics of the CPQ Conference and it was a lot bigger than I had imagined with about 60 in the section of the audience shown on the screen. They also had a snippet from an interview with EP who said (yawn) with respect to the AV IPO "we have not decided when" but that Zip2.com was another piece. They also showed pics of a guy working the new CPQ handheld, and the operation of smartcards for security.) Rosalie did a good job of simplifying things fairly. She said that EP was "gloating" that CPQ's model was proving more successful than DELL's. The CPQ model she spoke of was that CPQ was a great big Internet company, still relying to some degree on PC's, but more than that. CPQ had the whole range of computers down to the new hand helds and new tiny "devices" from which you could access the internet. She mentioned AV several times and AV was featured in the pics. DELL were saying that CPQ was confusing the market with its constant changes in business model and objective: that DELL was not going to change to or adopt CPQ's model, but was going to go on doing what it was doing well. DELL had announced that PC market growth, in general, was going to be 17% or more for the next two years and that DELL would grow faster than everybody else. But, she said, that the latest growth figures for DELL were 38% and the market was beginning to think that DELL was not invincible. They discused INTEL and Pentium III. She said it was part of INTEL's strategy to coax customers back to the $2,000 model PC's by offering better graphics and sounds and speed. But despite the $300 million being spent on the launch, it was not a compelling move and customers were not that impressed with the incremental improvement offered by Pentium III. And then......zzzzzzz. where am I....yawn, yawn.....IBM chips....with everything .....no spam....oh .....zzzzzzzzzzzzzzzzzzz