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+--+--+--+--+--+--+--+--+--+--+--+--+| http://www.thestandard.com |--+

                         THE INDUSTRY STANDARD'S
						 
                           M E D I A   G R O K
                   
                        A Review of Press Coverage                    
                         of the Internet Economy
     
         GET 8 RISK-FREE ISSUES OF THE INDUSTRY STANDARD MAGAZINE
                               CLICK HERE:
http://www.thestandard.com/subscribe/0,1680,8F49-7AP3-40@49.97,00.html

+--+--+--+--+--+--+--+--+--+--+--+--+--+--+--+--+--+--+--+--+--+--+--+


March 02, 1999

* Journal scoops field on HP break-up plan
* Intel's defense includes quotes from government witnesses
* Read all about it: Journal sells a 'Daily Edition' of WSJ.com

See http://www.thestandard.com for more coverage on the Internet 
Economy. For technology news, go to our parent company's site at 
http://www.idg.net. Media Grok does not review stories from any IDG 
publication, but includes relevant links to TheStandard.com and 
IDG.net.


/----------------------------------------------- advertisement -----\

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Powwow. Find out why leading advertisers--such as Procter & Gamble,
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Journal Scoops Field on HP Break-Up Plan

The Wall Street Journal reported this morning that Hewlett-Packard
today will announce a major corporate restructuring that could include
splitting the company into two or more separate publicly traded
companies. The double bylined story - by Steve Lipin and Don Clark,
with addition contributions from Kara Swisher - cites only "people
familiar with the matter."

No one else had the scoop, although News.com ran with a quickie
Bloomberg story citing the WSJ report.

The WSJ team fleshed out the piece with great background analysis,
noting that HP has suffered market share losses on the server side.
Market share gains on the PC side have come at the expense of a bloody
price war that has reduced profits. The story also noted that HP share
prices have lagged behind market averages, and that the stock market
has reacted happily when big companies like AT&T spin off pure play
companies such as Lucent.

The story quoted "one person close to the company" as saying HP will
likely try to stress faster-growing markets, including
Internet-related hardware, that could "command a premium on Wall
Street." And why not? Look at the Internet market math. HP had $47
billion in revenue last year and has a $70 billion market cap.
Contrast that with AtHome, which had only $48 million in 1998 revenue
but sports a $14.3 billion market cap.

HP Plans Restructuring That May Split Company Into at Least 2 Public Entities
http://interactive.wsj.com/articles/SB920346289474684500.htm


---------------------------------------------------------------------


Intel's Defense Includes Quotes From Government Witnesses

The Intel antitrust case doesn't begin until March 9, but it already
has a bush-league feel to it compared to the big-league Microsoft
trial.

The leaks haven't been splashed across front pages, and Intel has been
so darned courtly - it actually admits to the basic charges. For those
who somehow forgot, the FTC charged Intel with cutting off chip info
to Intergraph, Compaq and DEC. Intel admits it cut off the advance
information, but says it was within its rights to do so. The FTC wants
Intel to assure access to key tech information. Many news outlets have
reported that the government agency is continuing its investigation
and might broaden the charges, a la the Microsoft case.

The San Jose Mercury News, published near Intel's Santa Clara, Calif.,
headquarters, had the early leak on the strategy filings made under
seal (seal, what seal?) last week by both sides. Elliot Zaret followed
up today with the now-public details on Intel's intriguing defense
strategy: using the testimony of the government's own witnesses.
According to Zaret, Intel quotes Compaq and DEC execs saying that
Intel's moves had little impact on their ability to introduce
products. And even the government's expert economist, Frederic
Scherer, says Intergraph only suffered "negligible" damage from
Intel's tactics. Still, Zaret said that Scherer was quoted in other
briefings saying that Intel did block innovation when it moved into
motherboards and chip-set markets, turning PC makers into "largely
undifferentiated box assemblers."

The Washington Post's David Segal led with Intel's quotes from
Scherer, and said the economist conceded he had no evidence of Intel
hampering price competition or new chips. But Segal said experts
thought the FTC didn't have to prove past or present harm - only that
it has to prevent future damage. As one law professor told Segal: "If
the FTC catches someone with a gun, they can intervene before the
trigger is pulled." The Post scribe said the government will likely
argue that PC prices will go up if Intel remains unchecked. Still, the
argument of rising chip costs will be difficult, with dropping PC
prices and Intel saying in its brief that it lost market share
recently to AMD and Cyrix.

Intel Fires Back at FTC
http://www.mercurycenter.com/business/top/040088.htm

Intel, U.S. Set Strategies for Antitrust Trial
http://www.washingtonpost.com/wp-srv/WPcap/1999-03/02/033r-030299-idx.html

U.S. to Argue Intel Used Power in Market to Bully Customers (Reuters)
http://www.nytimes.com/library/tech/99/03/biztech/articles/02intel.html

Intel Cut - 'Growth Not as Robust,' DLJ Says
http://cbs.marketwatch.com/news/current/intc.htx


---------------------------------------------------------------------


Read All About It: Journal Sells a 'Daily Edition' of WSJ.com

When it comes to getting Web surfers to pay for content, the only
winners so far are porn and portfolio advice. So we have to pay
attention when the Wall Street Journal decides to try a new model,
charging $1.95 for a daily edition (access to its site for 24 hours).

The Washington Post filed a story on the experiment on page E12, with
reporter Leslie Walker saying the Journal was "a guinea pig for a new
transaction network" called Qpass. She sniffed at the "wacky Internet
economics at work," since the daily print Journal is only 75 cents and
an annual online sub is only $59. But Journal execs countered that the
offer includes access to a 30-day archive and other extras. (A quick
look at the "Daily Edition" offer on WSJ.com shows that you get more -
and less - for your money. For the months of March, April and May,
there's a special offer of two days for the price of one. However,
there is a note about Daily users not getting some features like the
customizable Personal Journal or mailing lists.)

Walker buried the details on Qpass, a startup that's trying to develop
cost-effective micropayments, and has signed up Morningstar to sell
research reports for mutual funds and The Industry Standard to sell
"data on the Internet economy." She added that development costs of
the payment system are spread out among participating sites and that
users only have to give credit card info once to pay at all member
sites.

Wall Street Journal Sets Daily Price on the Web
http://www.washingtonpost.com/wp-srv/WPcap/1999-03/02/003r-030299-idx.html


/----------------------------------------------- advertisement -----\ 

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March 22, 1999: Seaport Hotel at the World Trade Center, Boston, MA.
Breakfast & networking at 8:30am. Program runs from 9:00-11:00am.  
To RSVP, contact Lara Abrams 650-858-1930x214/lara@commerce.net

\-------------------------------------------------------------------/


NEW AT WWW.THESTANDARD.COM
~~~~~~~~~~~~~~~~~~~~~~~~~~
How to Make Money Disappear
Sometimes one sees a company that is such a disaster it's impossible 
to ignore. It's the same phenomenon that makes people slow down for 
car accidents. Digital Courier Technologies is such a company.
http://www.thestandard.com/articles/display/0,1449,3676,00.html?02

CBS SportsLine: Still Running Behind?
Despite a powerful marketing alliance with CBS, CEO Michael Levy is 
finding it hard to match ESPN's reach.
http://www.thestandard.com/articles/display/0,1449,3622,00.html?02

ABCNews.com Goes to Work
http://www.thestandard.com/articles/display/0,1449,3674,00.html?02

Intel Claims FTC Found No Evidence of Harm
http://www.thestandard.com/articles/display/0,1449,3673,00.html?02

Interactive Advertising Practices Its Straight Face
http://www.thestandard.com/articles/display/0,1449,3668,00.html?02


---------------------------------------------------------------------


MORE LINKS
~~~~~~~~~~
Is Open Source a Libertarian Fantasy or Revival of Sixties Radicalism?
http://www.feedmag.com/essay/es178_master.html

Clicking for Contraband
http://www.sfgate.com/cgi-bin/article.cgi?file=/chronicle/archive/1999/03/01/MN63709.DTL&type=tech_article

Alcatel Set to Acquire Xylan for More Than $1.7 Billion
http://www.nytimes.com/library/tech/99/03/biztech/articles/02switch.html

CMGI to Acquire Internet Profiles (Bloomberg)
http://www.nytimes.com/library/tech/99/03/biztech/articles/02cmgi.html

Microsoft Won't Block E-cards
http://www.wired.com/news/news/business/story/18195.html

AtHome to Test $10/Month Service
http://www.msnbc.com/news/245598.asp

Schwab Net Trading on the Blink Again
http://cbs.marketwatch.com/news/current/sch.htx


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