HP Self Destruction Fully Implemented
This is a devastating expose on the dysfunctional upper echelon at HP: “The company is coming apart at the seams,” said one person familiar with H.P.’s operations. “Because they may or may not be selling the PC business, the enterprise side is completely frozen. The business customers who buy tens of thousands of these machines [...]
Monkey Business @ HP
Bloomberg reports the HP Board is considering replacing CEO Leo Apotheker after less then a year tenure… poor Leo, after this and his previous gig as SAP CEO where he lasted 10 months, he might as well specialize on 10-month “turnaround” gigs.
But it would be naive to think Leo could have initiated …
We need more Apple/Google/Amazon moments, less IBM moments
HP’s many announcements in the past weeks led observers to say this was its “IBM” inflexion point – deemphasize consumer tech, get more into enterprise tech. The interesting thing is Cisco and Dell are also going through similar therapy. I keep waiting for Microsoft to make a similar confession. The funny thing is I see [...]
HP’s Recent Moves – The Strategy Issues Others Should Learn From
What were the business strategies HP was considering in its recent decisions to jettison its tablet and PC businesses? Here are some potential strategies the leadership might have considered.
Imperfect substitutes
HP’s PDAs and phones never received management attention. How do I know? Because they relied on off-the-shelf components for everything including software. It indicated that the value to be offered was in “leveraging” (there’s that word again) their brand and distribution. The value of HP was not to build something great–something that required blood, sweat [...]
Radical Surgery to Fix Software Patents
I’m from the camp that says we’re way past the point of patents fostering innovation, if they ever did. It didn’t take me long reading Scoble’s post this morning about the value of WebOS’s patents to HP possibly making the unit a profitable venture to be reminded once again that while patents may be a [...]
Big Company Customers: Be wary of Big M&A, Big Executive Change, and Big Bad Quarters
It hasn’t even been a year since I suggested things might not go swimmingly for WebOS and now they’re discontinuing it. Such is the life of products at large organizations when directions are being changed. Apparently they’re also planning to disgorge the PC business. Shades of IBM’s moves not so long ago. For those watching [...]
HP + Autonomy is Unlikely
There was an active Enterprise Irregulars discussion on HP the last couple of days, which then caused me consider how HP could pull it off. I don’t see how HP can do the deal for $10b in cash when that is all the cash they have and it’s looking like their debt is going to [...]
Enterprise Headlines and Summaries, June 2011
June has been a busy month in the Enterprise Software and Solutions (http://twitter.com/#!/search?q=%23EnSW). Headlines and excerpts follow below, but here are some of the highlights of the month of June: Lots o’ buzz about SAP HANA and how it can transform enterprise software … Lots o’ legal action around Oracle and frenemies, especially Google and [...]
