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| Author | Topic: Compaq (CPQ) |
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smario |
posted 06-25-1999 09:16 AM
 
If I were a compaq shareholder, I would bail. For the life of me, I can't understand how a hardware company searching for an identity would sell off their Internet assets. As I read today, "the Alta Vista move would make the world's leading hardware maker…the world's leading hardware maker." So much for monumental restructuring, though like infooverload, I don't really buy any company policy until the real CEO is hired. Why would any new CEO want to be stuck following another person's restructuring policy, thus offering him/herself up as the potential fall guy. Not impressed. |
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infooverload |
posted 06-22-1999 05:42 PM
I've been fascinated recently by the whole Compaq soap opera, and have tried to keep up with all the news. A couple things have stuck out to me: First, why is an 'acting' CEO (Ben Rosen) able to announce a full restructuring plan? My feeling is that a company should not embark on restructuring unless they have a solid and fully hired CEO leading the way. Who knows, if they hire someone different in a month, the vision may completely change. Also, they announced last thursday that they would up their direct selling to 25% of total revenue to compete with Dell and Gateway, who both gained from Compaq's missteps last year. However, this is going to anger Compaq's relationship with their resellers. And then they announce the earnings warning. It seems to me, at least for the benefit of the shareholders, that they need to finalize their CEO situation right now, so he/she can put together a clear vision for the company that does not seem reactionary and pasted together, or else their problems are going to continue. |
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dude |
posted 06-20-1999 09:55 PM
Compaq shares fell 8% Thursday after the company said it will report a second quarter loss of up to 15 cents per share and revamp its operations. First Call was looking for earnings of 20 cents a share. The company cited PC pricing pressures for its problems. In addition, Compaq said it will take a third quarter charge of $2 billion to pay for restructuring and inventory write-down. |
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MaxPower |
posted 06-17-1999 04:36 PM
First Dell, and now quickly Compaq. Dell announced a few days ago their strategy for offering Internet access along with their computers. Yesterday, Compaq followed suit. Through an AOL press release, I read that under a new agreement between the two companies, new Compaq Presario Internet PCs will be equipped with DSL-ready modems and will prominently feature pre-installed AOL software which will include special programming and features for broadband users. I like this deal a little better than the basic internet access program Dell is focusing on - at least for Compaq and AOL there is an extreme competitive advantage - broadband and free DSL builtin modem (which now is quite pricey to buy on its own). Though Compaq still can't sell this product to non-DSL equipped areas (and it's not clear if how much the actual internet access will be through AOL). |
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Trader Joe |
posted 04-29-1999 05:56 PM
More Compaq execs are expected to leave in light of the company's problems. http://www.zdnet.com/pcweek/stories/news/0,4153,1014540,00.html |
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Art Vandelay |
posted 04-26-1999 12:43 PM
The new issue of Worth has their list of the best CEOs, and Pfeiffer is #12 on the list. I bet the folks at Worth wish they had thought a little more about that selection... |
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DC Dave |
posted 04-23-1999 10:36 AM
After seeing the strong earnings numbers from IBM and Gateway 2000 this week, it's clear that Compaq's problems are their own, not some industry-wide thing. Rosen won't be able to talk his way out of this one. |
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Lee R |
posted 04-23-1999 09:40 AM
Compaq Computer Chairman Ben Rosen, speaking at a rancorous shareholders' meeting Thursday, promised a better future for the troubled computer giant, but gave few hints about how improvements would be achieved. http://www.wired.com/news/news/business/story/19278.html |
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smario |
posted 04-19-1999 09:36 AM
This shakeup at Compaq, and current price wars in the hardware industry, is reminding me alot of the cell phone industry. As margins increasingly fall to almost nothing, something needs to be done to ad value. Cell phones five years ago cost $800. Now they are virtually given away if you use a service (the added value). As these new margins decrease (ie a one cent/minute rate), I wonder what the new added value will be? In hardware, the idea would be that computers would be given away if you paid for a certain added value. Can anyone tell me which (I think there are two) companies are currently using this business model? (Idea could also be transferred to newly deregulated cable industry - free tv's...awesome.) |
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trendy |
posted 04-19-1999 09:19 AM
Wow, that's big. I think Wall Street will smile on the news... Compaq was falling behind its rivals and needed a new leader. I wonder who the new CEO will be... |
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InvestorGuide Weekly Administrator |
posted 04-19-1999 12:23 AM
Eckhard Pfeiffer unexpectedly resigned as CEO of Compaq on Sunday. http://www.news.com/News/Item/0%2C4%2C0-35289%2C00.html |
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jfuhrer |
posted 04-17-1999 09:20 AM
Martin: If your interested, there is a CMGI discussion group under the C forum. It's listed as CMG and not CMGI. jfuhrer |
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Martin |
posted 04-17-1999 08:43 AM
Concerning CMGI, I believe that the stock has the possibility to reach more than 450 $ in the next two months. |
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Scott McCormick |
posted 04-13-1999 09:33 AM
CPQ dropped 20% on the news. Does anyone think this is a buying opportunity? Is the long term story intact, or will CPQ have trouble fixing the current problems? |
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techwatcher |
posted 04-09-1999 10:46 PM
chasnan, looks like your call was right on the money. Compaq just announced that EPS for the quarter just ended are going to be about 15 cents, not the 31 cents the analysts were expecting. Looks like Compaq isn't out of the woods yet... |
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