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

To: Elwood P. Dowd who wrote (58296)	4/16/1999 11:52:00 PM
From: Night Writer	Respond to of 97611

El, For me, a good round of golf fits in that list some where. I'm hitting the sack now. Playing golf this week end. I shot 100 last Sunday in the wind. Not a pretty sight. I have been invited to play in a match Sunday. Need to wear some more rust off the swing tomorrow. Good Night, NW

To: Elwood P. Dowd who wrote (58296)	4/17/1999 12:53:00 AM
From: Captain Jack	Respond to of 97611

El--- According to your chart It must then be around 70 a man gets to be like an old dog chasing a car--- if one was ever caught what in the hell would he do with it????

To: Elwood P. Dowd who wrote (58296)	4/17/1999 7:38:00 AM
From: hlpinout	Respond to of 97611

El, Here is an excellent article for you to read. There is another article I'll post that will outline CPQ's plan which also calls for cuts. News article received, Friday, April 16, 1999 7:34:10 AM EST Ready To Fasten Your Seat Belts? Apr. 16, 1999 (Computer Reseller News - CMP via COMTEX) -- It must have been tough last week for top executives at Compaq to present a brand-new strategy-this time one bearing the fashionable electronic-business moniker-to its large-account customers after several days of public speculation about its financial well-being. Compaq undeniably has many challenges ahead in the next 12 months, not the least of which is an anticipated overhaul of its distribution and channel relationships. If you think the past year has been like Mr. Toad's wild ride, brace yourself. If my conversations last week with Compaq executives are any indication, the PartnerDirect pilot program that supports the delivery of the company's resuscitated Prosignia line is just the first evidence of sweeping changes to the company's entire fulfillment and distribution model. Call it a gut feeling if you will, but there are changes afoot that will affect Compaq's entire product line and supply chain anatomy, not just the lines for small and midsize customers. Even as I write this, Compaq executives are racing to start implementing ideas that have been germinating over the past six months. They say Compaq's relationships with the channel will be revised to center on supporting the following four agendas: maintaining a replenishment model for supporting the production and inventory of standard SKUs; refining on-site programs, including the company's various co-location efforts with distributors and integrators; supporting "high-touch" engagement of large and global accounts; and taking advantage of "high-transaction" scenarios faced by Internet resellers and telesales operations, where purchase decisions tend to be made quickly. And just as it is touting E-business as the IT solutions strategy for its customers, ironically, electronic business has a whole lot to do with Compaq's own evolving supply chain strategy. Admittedly, details are sketchy. As are the time frames for success. Compaq executives are coy about when the transition will take place and when more efficient supply chain initiatives may impact the company's bottom line. I get the sense that the change will be ongoing well beyond the new millennium. Compaq has always been flexible when it comes to adapting its channel programs. The difference is this time, a couple of additional thinkers also have been pulled into the early planning process. They include Compaq Chief Information Officer Michael Capellas and Ed Straw, senior vice president for supply chain management. What's interesting about their participation is that it takes into account the fact that Compaq itself-just like the corporate customers it is trying to woo with its new NonStop E-business branding message-needs to re-engineer the way it does business with all of its suppliers in order to make a go of it in the months ahead. Capellas and Straw are providing the front-end perspective and working the relationships Compaq needs to make things succeed-partnerships with supply chain pioneers such as Siebel and maybe even pcOrder.com. Plus, as CIO, Capellas is able to think like one of Compaq's customers. All the more reason why he should help refine the company's channel strategy. What do you think? Call me at (516) 733-8646 or E-mail me at hclancy@cmp.com.