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: Kenya AA who wrote (51930)	3/6/1999 8:52:00 PM
From: Captain Jack	Read Replies (1) \| Respond to of 97611

k <ggg> TW, it's Mr. Woody - as in "woody." Of course <ggg>. He make keep the name as a new HANDLE. ;-] You will not need to crash the gate--- you can come along as my guest. Can you take notes or will we have to talk to Red??? AHhh-- let Red take the notes,,, PARTY TIME!!! (Only if the share price has a 4 in front by then,,,as in 40SOMETHING)

To: Kenya AA who wrote (51930)	3/6/1999 9:07:00 PM
From: Captain Jack	Read Replies (2) \| Respond to of 97611

K-- was this here??? hare of unusual events-and not all of them revolved around unabashed revelations from a certain acquaintance of the president. No, last week also brought us, amid all those recently skyrocketing Internet stocks, news of what would be the largest technology IPO in Silicon Valley history-by a company established more than 50 years ago and well-known as one of the more conservative organizations around. The week also brought news that a company that was once the most revered (and feared) in the computer industry paired up in a blockbuster $16 billion deal with a much smaller rival that a year ago probably couldn't have gotten its foot in the door. For people who manage technology in business, the circumstances that moved Hewlett-Packard to split into two independent companies, and that brought IBM and Dell together in a huge technology-sharing pact that could conceivably expand to include service arrangements, are noteworthy. Throw in Compaq's decision two weeks ago to dive into the network convergence and Internet space (www.informationweek.com/722/compaq.htm), and you can see that the hardware industry, which used to be so predictable, comfortable, and obedient, is now in a rapid transition spawned by the rigors and pace-setting of an Internet economy. Companies such as Compaq, IBM, and Cisco are scrambling to capture their share of the burgeoning E-business market; Dell is using its clout as the most efficient marketer of PCs to lure IBM into opening its research and development facilities to a chief rival; and HP may finally have awakened its computer business to capitalize on a vision of building systems for a vast Internet-based information infrastructure that chairman Lew Platt first outlined as long ago as late 1994. Senior editor Martin J. Garvey goes behind the news to explain the impact HP's reorganization will have on IT users (p. 18). The same factors that prompted last week's developments are also behind a trend unfolding in the PC space: Driven by a need to manage IT complexity and harness change so they can concentrate on other areas of their businesses, IT departments are demanding simpler ways of acquiring, deploying, servicing, managing, and disposing of PCs. Vendors are responding and are building PCs with more standard components. It's the next step beyond the old total-cost-of-ownership debate. Call it the Age of Simplicity. Senior editor Mary Hayes looks at the phenomenon, beginning on p. 38. This may signal a time to reevaluate what you're buying-and from whom. Is Compaq an E-commerce provider? Some 37% of readers in a recent survey said they view Compaq that way. HP as a builder and integrator of Internet equipment? Dell as a supplier of business-critical Windows NT systems? More IT professionals are absorbing and capitalizing on these changes. It's a brave new world. How is this transition affecting your approach to buying and deploying hardware? Let me know at the address below.