Posts Tagged ‘HP’
The PC Decline: Four Key Points to Note
The PC industry isn’t getting any healthier. Both IDC’s and Gartner’s figures for PC shipments in the first quarter are out and both show the same direction of travel: down 11.5% to 60.6m units for...
Truth And Lies Of Silicon Valley
It’s a privilege to write here, and a joy to focus on the long-term trends in technology, the rise and fall of companies and leaders, and the impact this region has upon not only America, … Continue reading
The Simple Shocking Failures of Microsoft Google Facebook Apple And Silicon Valley
Silicon Valley companies love to remind us they are on a mission to change the world. Perhaps, although I confess I’m slightly suspicious given their obvious relentless pursuit of funding, acquisitions, getting acquired, going public, … Continue reading
Is Apple Making A Play For the PC Market Too?
Everyone knows that Google’s Android operating system dominates phone market share, Apple’s iOS operating system dominates tablet market share (for now) and Microsoft’s Windows dominates PC market share. While Windows is shrinking in overall market...
HP ENVY X2: One Step Closer to the Hybrid Future
As a technology analyst, I spend a lot time analyzing and keeping the pulse on the latest in inflection points, the ones that matter. Modularity is one of those factors and will be an important … Continue reading
The Mobile Train Has Left The Windows 8 Platform Behind
Yesterday, Canaccord Genuity, came out with a report on the profits taken in by the mobile phone sector and Canalys came out with a report on the market share in the tabet, notebook and desktop … Continue reading
HP’s Surprising Tablet Attack
I recently attended HP’s Securities Analyst Meeting (SAM) where HP made its case to Wall Street on why investors should believe in the company and buy the stock. I will write about the conference later … Continue reading
HP’s Future: Apple, IBM–or Dell?
On Oct. 3, Hewlett-Packard CEO Meg Whitman will give analysts her strategy for restoring the battered tech giant. A close look at the company’s financials and its business suggests that it has the strengths … Continue reading
Ultimately, HP, You’ve Got To Do Something
Via All Things D: “We have to ultimately offer a smartphone…” ~ Hewlett-Packard CEO Meg Whitman When exactly is this “ultimately” going to be? “My mantra to the team is: ‘Better right than faster than … Continue reading
Why the PC Industry Cannot Ignore Smartphones
When HP abandoned their smartphone and tablet business and webOS last August, many in the industry were disappointed in the speed of the Palm acquisition and the quick dismantling of it. Some who consider themselves … Continue reading
Where Have All The Profits Gone? Gone to Apple, Every One
A few years ago, folks in tech used to worry that all the profits in the PC industry were being scarfed up by Microsoft and Intel and that the crumbs left to PC makers would … Continue reading
The Dell XPS 13: An Ultrabook that Could Steal Customers From Apple
If you are in the high-tech industry and haven’t heard of the term “Ultrabook”, you’ve probably been on sabbatical or have been living under a rock. Intel introduced an industry-wide initiative to re-think the Windows … Continue reading
How Intel Could Achieve the 40% Consumer Ultrabook Target in 2012
There has been a lot of industry skepticism since Intel predicted at Computex Taipei 2011 that Ultrabooks would account for 40% of consumer portable sales by the end of 2012. That included skepticism from me … Continue reading
Why webOS Deserves Another Chance
My colleague at Tech.pinions, Steve Wildstrom, wrote a great piece last Friday that chronicles Palm’s past and suggested that webOS is at the end of the road. While he may be right, a part of … Continue reading
Palm: The End of a Long and Troubled Road
I was delighted back in the spring of 2010 when Hewlett-Packard announced it was buying Palm. I’ve been a fan of Palm for 15 years, but throughout its history, the company has always been hamstrung … Continue reading
Analysis: HP Releases webOS to Open Source Community
Today HP made a fascinating decision. One that is disruptive, exciting, and could lead to valuable innovation. HP has decided to release webOS to the open source community. This decision could have significant impact on … Continue reading
Open Source webOS: A Nice Gesture, but a Sad End
In the end, Hewlett-Packard could neither use webOS to gain a foothold in the smartphone and tablet market, nor could it sell the operating system it acquired as part of the $1.2 billion purchase of … Continue reading
Why HP Has Chosen to Make A Windows 8 Tablet
When it comes to being a PC vendor these days, life is tough. For 30 years they have had a cozy business and only had to worry about designing two major form factors. Desktops and … Continue reading
Is Meg Whitman the Right Choice for HP now?
If you have followed HP over the last 12 months, you know that they have had, should we say, some serious missteps in the marketplace. Investor confidence was down and consumers were confused about their … Continue reading
2 Reasons HP Should Not Spin Off The PC Business
I have been thinking about this ever since the news broke that HP wanted to spin-off their PC business. My company Creative Strategies, Inc has a long history with HP of providing industry and trend … Continue reading
HP’s Never Ending Drama: Blame the Board
I don’t pretend to know what is going to happen next at Hewlett-Packard, but both Bloomberg and All Things Digital report that the board is meeting to consider ousting CEO Léo Apotheker and perhaps replace … Continue reading
An Apology
I messed up. I owe you an explanation. Well, not really. I was on a delightful trip to Colonial Williamsburg with my 92-year-old father and hero, Ken Lewis, and took a couple of weeks off … Continue reading
Will an HP PC Spinoff Make a Stronger Competitor?
I have been having conversations with key executives around the industry about HP’s decision to explore spinning off their Personal Systems Group, which is the group that makes their business and consumer PC’s. An interesting … Continue reading
H-P’s Apotheker: We Want to Split H-P Into Two Companies
H-P CEO Leo Apotheker has a very different set of talking points this week than he did last week in a hastily called teleconference after a trading halt which announced the halt to WebOS investments … Continue reading
What Does the TouchPad Fire Sale Tell Us? Not Much.
Way too much is being made of the success of Hewlett-Packard’s fire sale of TouchPad tablet, essentially the liquidation of a lot of distressed inventory.For example, this The Next Web article speculates on what TouchPad … Continue reading
