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

To: rupert1 who wrote (52748)	3/11/1999 9:56:00 AM
From: JRI	Respond to of 97611

Vic- Compaq must have been washed out at 31 1/2...CPQ now up, Dell down....although Ingram warned.....reading the tea leaves..this must mean that CPQ has bottomed....(Normally, one would expect either Dell and Compaq down, or just Compaq...but NOT Dell down, and Compaq flat/up...)...Just my humble opinion....now its time for Intel to do its thing....(or non-thing)

To: rupert1 who wrote (52748)	3/11/1999 9:58:00 AM
From: JRI	Read Replies (1) \| Respond to of 97611

Just read the headlines left by a poster...that explains it...good news <EOM>

To: rupert1 who wrote (52748)	3/11/1999 10:02:00 AM
From: Steven N	Respond to of 97611

Online reseller market booms Dell, Compaq, Gateway to sell third-party goods on respective Web supersites. By Joseph C. Panettieri, Sm@rt Reseller March 10, 1999 6:09 AM PT The other shoe just dropped in the online reseller market. With upstart Web companies already selling PCs at wholesale prices, several computing giants have begun to launch online superstores of their own. R E A D Online Resellers Regroup And Refocus Resellers Take An Interest In Linux L E A R N The Reseller Advantage The latest example: Dell Computer (Nasdaq:DELL) last week inked a $16 billion OEM deal with IBM (NYSE:IBM) and launched Gigabuys.com, a massive Web site that will offer customers 30,000 products-including PDAs, scanners, routers and network adapter cards-from more than 800 companies. "Gigabuys.com offers all online computer shoppers a convenient way to buy all the software and accessories they need," says Dell chairman and CEO Michael Dell. Gigabuys.com certainly isn't unique. Compaq Computer (NYSE:CPQ), Gateway (NYSE:GTW) and Microsoft (Nasdaq:MSFT) also are launching Web stores in an effort to reach more customers and, in some cases, diversify their revenue streams. A blessing and a burden? These Web sites are a blessing and a burden for resellers. On the upside, VARs will have one-stop Web shops to meet their technology needs. But on the downside, the sites may allow customers to circumvent traditional resellers. The early winners in the online frenzy appear to be four e-commerce companies: Beyond.com, Buy.com, NECX and Onsale. To wit, Compaq has inked a sweeping partnership with Beyond.com. The deal will give Compaq.com customers and Compaq Solutions Alliance (CSA) members access to Beyond.com's software library. Similarly, Gateway has entered an online alliance with privately held NECX. The duo is developing SpotShop.com, an online outlet to sell Gateway products and third-party offerings. Using a similar approach to attack a different market, Hewlett-Packard is partnering with Ariba to bolster Ariba's business-to-business Web site, which sells office furniture. Resellers must stay on their toes if they expect to compete with so many supersites. Says Mark Breier, president and CEO of Beyond.com, "The market will quickly move to customers buying a PC from someone who can manage their lifetime needs for hardware and software. There is still a huge opportunity for traditional resellers. But I think the smart ones will look to transition" to a services model. Breier, previously VP of marketing at Amazon.com, says he's seeking deals with more PC makers. Beyond.com also is one of four online resellers involved with Microsoft's new e-commerce Web site, which allows customers to purchase Microsoft products online. The site also may offer third-party hardware and software, says Ken Schneider, director of electronic marketing for Microsoft's Consumer Customer Unit. Those deals are just the latest in a growing list of online partnerships that are rocking the channel. As reported, VARs have expressed concern about Ingram Micro's and Tech Data's respective distribution deals with online resellers Buy.com and Onsale. Open for business Beyond.com -- www.beyond.com Software reseller has partnerships with Compaq, AOL and other portals Buy.com -- www.buy.com Hardware and software reseller has partnership with Ingram Micro Compaq -- www.compaq.com Partnering with Beyond.com to sell software online Dell -- www.gigabuys.com Reselling 30,000 hardware and software products Gateway -- www.spotshop.com Partnering with NECX to sell Gateway and third-party gear Microsoft -- shop.microsoft.com Microsoft's new online store Onsale -- www.onsale.com Wholesale PC reseller has partnership with Tech Data sn