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全球顶级CEO的演讲(2) :Compaq
Thank you, and good morning.
It is always an honor and a pleasure to speak here at PC Expo.
An honor because this is the premier PC show in the industry .
And a pleasure because it gives me an opportunity to thank all of the Compaq customers in this audience this morning for your business.
We at Compaq know that our success comes from one source - our customers. We also know that in this highly competitive business, we must continuously earn your trust and your confidence.
To that end, we are committed to provide you with innovative products like the ones you will see on display at our booth here at the Javits Center to deliver the most rewarding buying experience and to constantly improve our ability to meet your computing needs.
It is this last point that is really at the heart of what I want to talk about today - how Compaq is evolving to meet your rapidly changing needs.
I want to discuss our vision of a new world of computing ,our decision to acquire Digital and what the combined company will be able to do for you.
Success in our industry is a constant process of invention and re-invention.
How could it be any other way in a world that is changing so rapidly - where the market rules that seemed clear one day appear to be out of date the next?
Where product lifecycles continue to shrink from years to months and even to weeks?
Where computing has moved from the small scale of local area networks to the planetary scale of the Internet?
In this interconnected world, customer expectations have never been higher.
You expect to be able to access the information you need quickly and easily, from any place at any time using virtually any computing device.
You expect vendors to deliver more power at a lower cost and to make it easier to buy operate integrate and service their products.
You expect the information infrastructure to be reliable and available 24 hours a day, 365 days a year - whether you're talking about the network itself or the systems that support your on-line bank on-line bookstore or on-line grocery.
In this environment, Compaq determined that we needed to do more for our customers.
We wanted to take the attributes that had made us successful - industry standard platforms, strong partnerships, useful innovation and customer responsiveness - and apply them to the full range of computing - from the palmtop to the data center.
Compaq has developed significant enterprise strengths over the past few years. But we also needed capabilities that we could not build easily or quickly.
So earlier this year, Compaq announced its intention to acquire Digital Equipment Corporation - one of the premier suppliers of enterprise solutions and services and one of the pioneers of internetworked computing.
As most of you probably know, Compaq completed the acquisition last week after Digital shareholders voted overwhelmingly to approve the merger agreement.
This is an historic moment for Compaq as well as for our customers and the industry.
It brings together two companies with proud traditions of technology innovation and industry leadership.
With its minicomputers, DIGITAL defined the computing paradigm of the 1970s and much of the 1980s.
With its industry standard personal computers - including the first PC server - Compaq defined the computing paradigm of the 1980s and 1990s.
We now see an opportunity to set the standard for a new world of computing
One that expands on our vision of standards-based computing . . .
One that builds on the combined strengths of Compaq, Digital, Tandem and our strategic partnersAnd one that promises you more choice, more power and more freedom than ever before.
Our goal is really very simple: to empower customers by taking computing to new levels of flexibility simplicity and efficiency.
We will do this by offering a broad portfolio of Web-enabled clients and servers global life cycle services and best-of-breed partnerships with ISVs, channel partners and technology suppliers.
We will also strengthen our customer partnerships through:
Focused, global account management, Industry-leading service and support, and, A commitment to sell the way you want to buy, whether it is through our extensive network of resellers by phone or over the Internet.
What will differentiate Compaq from our competitors is our ability to innovate with industry standard solutions to help you achieve real value from your IT investments faster and more reliably and to respond more quickly and effectively to customer needs.
And when I talk about customers, I mean all of our customers from a family investing for the first time in a personal computer to a small or medium business that wants to sell its products on the Internet to a large global company that is implementing Windows NT across the enterprise.
The foundation for the new world of computing we envision is one that Compaq has been building and reinforcing since we introduced the first industry compatible portable computer 16 years ago - that is, standards-based computing.
I've been thinking a lot about that first Compaq product during the last few weeks.
I don't know how many of you remember it. It's nickname was the "luggable," and for a very good reason. It weighed 28 pounds - 7 to 8 times heavier than today's lightest notebook computers.
It was also about as rugged as they come.
For people whose machines would not boot-up, the tech support people had a unique solution: hold the computer about three to six inches above the floor and drop it.
Try that with your Think-pad.
Well, both Compaq and the industry have come a long way since then. In 1997, standards based platforms represented 70 percent of hardware spending worldwide. By the year 2001, that number is expected to exceed 75 percent.
Industry standards are behind two of the most important trends in computing - the emergence of Windows NT as a strategic, enterprise operating system and the expansion of the Internet into every corner of the world.
The continued enhancement of Windows NT - particularly with the upcoming release of NT 5.0 - is helping push standards-based computing higher and higher into the enterprise.
The standards that define the Internet make it possible for hundreds of millions of people to communicate, collaborate and conduct commerce on a global scale - regardless of which platforms they use.
Until now, the criticism of standards-based computing was that it could not deliver the performance, scalability and reliability of systems based on proprietary architectures.
Through our E2000 architecture, we are addressing that issue. During the next two years, Compaq will deliver high-performance, Windows NT-based systems that will support the most demanding enterprise needs.
But it is clear that the vast majority of enterprise customers will continue to have mixed environments. They will use PCs and mainframes Windows NT and UNIX and they will look to their IT partners to help them integrate these diverse computing environments.
With the acquisition of Digital and the continuing evolution of Compaq's enterprise strategy, we are expanding our vision of global, industry standards leadership to encompass every level of computing.
To us, industry standards leadership means not only providing industry standard products but also making those products work seamlessly with the rest of your IT environment.
It means providing industry standard solutions that protect customers' IT investments while enabling them to take greater advantage of standards-based platforms throughout the enterprise.
And it means having the vision and the skill to take emerging and leading edge technologies and make them standard as quickly as possible - expanding the power and the reach of industry standard platforms.
As a result, you will enjoy:
Wider choice and flexibility,
Faster return on your IT investments,
Greater agility in adapting to a dynamic world,
Increased security and confidence, and,
Uncompromising quality and value.
One of the most important ways that we are delivering these benefits is by working closely with partners to deliver comprehensive enterprise solutions.
With the acquisition of Digital, we have enhanced our ability to provide customized solutions for key markets like finance, manufacturing and communications.
But many of our customers - big and small - are looking for packaged, high-volume solutions that they can implement quickly and efficiently.
This is an area where Compaq has an opportunity to change the competitive landscape.
Let me explain.
Two strategic inflections have emerged over the last decade.
The first was standards based platforms.
The second was the replacement of custom applications with packaged applications from companies like SAP, Oracle, Microsoft and others. IDC projects that 72 percent of all new enterprise applications purchased this year will be shrink-wrapped.
Today, we are approaching a new inflection point based upon tools, information and methods that will simplify implementation of industry standard applications.
In fact, I foresee a day when enterprise applications will work almost as plug-and-play modules. An information manager will take the software module plug it in to his information infrastructure and see an immediate return on the company's investment.
It may be hard to conceive of today but it's going to happen.
Compaq is turning its knowledge and expertise into repeatable, volume-based solutions that we will make available to customers through Compaq's large reseller network and dedicated websites.
Next month, for example, we will introduce an enterprise extranet that will standardize the knowledge and best practices we have collected around planning, designing, implementing and managing enterprise solutions.
This knowledge will be available to channel partners and, ultimately, customers in the form of tools and enablers that will help them plan more effectively deploy more rapidly and operate more efficiently.
Today, we are also announcing a new service for small and medium businesses called Compaq Online Services.
This global initiative is designed to meet the needs of small and medium businesses for quicker access to online sales opportunities and more efficient ways of doing business.
In partnership with industry leaders like UPS, GTE and Microsoft as well as key Internet ISV's like INEX, Visto and E-Stamp Compaq Online Services will provide instant electronic commerce solutionselectronic postage secure, real-time delivery of electronic files and 24-hour access to back-up and restore services.
These services will be available soon through our SMB Solution Providers as well as through another innovative, Internet-based program we call Club Web.
Club Web is a community of providers that offer Internet solutions in a coordinated manner for the benefit of our customers.
