I tend to agree with the basic reasoning but there's one thing I don't understand. Why cancel the TouchPad? Why not just spin that out with the hardware business to Compaq (which is the idea, yes?)? It seems they've devalued that unit by killing WebOS. All PC makers are on razor thin margins... apart from Apple. A post from yesterday [1] painted an interesting picture where Dell, through a series of seemingly rationa…
> All PC makers are on razor thin margins... I keep hearing this but then think I saved 30% by building my own PC so it doesn't ring true. Also I would expect HP to get parts at least 10-20% cheaper than a consumer increasing this margin. And the time assembling is not that much to warrant additional costs. Maybe because I have a high end rig there are some margins here... but in this context it feels like there are…
A Simple Explanation for Why HP Abandoned Palm
91–100 of 102 posts
Re: A Simple Explanation for Why HP Abandoned Palm
#92Re: A Simple Explanation for Why HP Abandoned Palm
#93I think his interpretation of the facts is very plausible. Sadly, Larry Ellison was absolutely right when he said, at the time of Hurd's scandal, "the HP Board just made the worst personnel decision since the idiots on the Apple Board fired Steve Jobs many years ago." Good CEOs who can revamp stagnant companies are hard to come by, particularly in the consumer space. Hurd was that CEO, Apotheker is not. And getting o…
Firing Hurd was the right thing to do - I will argue that they were late. Hurd was seen as aligning with Oracle and making decisions that did not conflict with Oracle. EDS, conveniently missed Sun acquisition, consumer focus in lieu of enterprise paints a consistent picture. There is a reason Hurd now works at Oracle and Larry did not like him getting fired. Besides show me what he did apart from cost cutting. Apothe…
Re: A Simple Explanation for Why HP Abandoned Palm
#94Earlier quoted context omitted.
Perhaps so, but in this case you don't have to look too closely. Autonomy & SAP have similar customers , true. But the suggestion in Gruber's post is that the purchase of Autonomy is a substitute for a purchase of SAP. Which is a bit like saying the purchase of a front drivers side door mirror is a substitute for the purchase of a car. (Downvotes too, jeez.)
I'm stating this earnestly to try and explain why I think you're receiving a negative reaction. You'll chose how to take it. I sincerely mean no offense by it. You're being downvoted because you are arguing a point that no one is making. No one is saying that SAP and Autonomy are in the same business. It's almost like you're choosing not to get it, just so you can talk about the differences between SAP and Autonomy.…
Gruber's a great writer for the most part, but this particular instance of his work is pretty trite and hardly a unique observation. His lack of knowledge about the players in the space should give a clue to readers about how much weight to give the rest of his insights about this subject.
Re: A Simple Explanation for Why HP Abandoned Palm
#95The HP board made the decision, and I am surprised that nobody has yet made the link between Andreessen's editorial in the WSJ (he sits on the HP board) and this recent shakeup.
1. Why software is eating the world, 20th August. http://online.wsj.com/article/SB1000142405311190348090457651...
2. HN thread: http://news.ycombinator.com/item?id=2905410
Re: A Simple Explanation for Why HP Abandoned Palm
#96Earlier quoted context omitted.
I'm stating this earnestly to try and explain why I think you're receiving a negative reaction. You'll chose how to take it. I sincerely mean no offense by it. You're being downvoted because you are arguing a point that no one is making. No one is saying that SAP and Autonomy are in the same business. It's almost like you're choosing not to get it, just so you can talk about the differences between SAP and Autonomy.…
I don't have downvoting capability, otherwise I'd downvote you for condescension. Gruber's a great writer for the most part, but this particular instance of his work is pretty trite and hardly a unique observation. His lack of knowledge about the players in the space should give a clue to readers about how much weight to give the rest of his insights about this subject.
Re: A Simple Explanation for Why HP Abandoned Palm
#97fireball is a visionary genius
Re: A Simple Explanation for Why HP Abandoned Palm
#98Re: A Simple Explanation for Why HP Abandoned Palm
#99It's really too bad. I really wanted webOS to gain some traction but now that HP has all but killed it, it seems incredibly unlikely that webOS will be anything more than a footnote in history.