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I convinced HP's board to buy Palm and watched them kill it

philmckinney.substack.com

151–160 of 517 posts

Re: I convinced HP's board to buy Palm and watched them kill it

#151

Earlier quoted context omitted.

The Nokia N900, running Maemo, also supported multitasking in 2011. It was just toppled by a similarly dedicated team of executive fuckups.

To be honest there were a lot of mobile OSes at the time supporting multitasking, like Windows CE, because they were desktop OS (Linux for Maemo, Windows for CE) with little adaptation for mobile. That meant performances and battery life were not great. That's why those OS were mostly used by geeks and power users, and "regular" users were using feature phones that "just work". One of the strength of iOS and Android…

Windows CE had nothing to do with Windows the desktop OS. We're talking entirely different codebases running on different kinds of hardware.

Re: I convinced HP's board to buy Palm and watched them kill it

#152
post #85

Earlier quoted context omitted.

HP was definitely in a position to compete with apple, and always has been. They might not have been in a position to beat them, but you don't have to be on top to be profitable.

By 2011 Apple had launched iPhone 4s, Android manufacturers had sold 100M phones, and HP's latest and greatest mobile device looked like this - https://fdn2.gsmarena.com/vv/pics/hp/hp-ipaq-glisten-1.jpg . They simply had been asleep at the wheel for too long. And even then, the correct move would have been to adopt Android instead of thinking you could build and control your own ecosystem (something they finally did…

> By 2011 Apple had launched iPhone 4s, Android manufacturers had sold 100M phones, and HP's latest and greatest mobile device looked like this

That looks just like a BlackBerry. What's the problem supposed to be? RIM sold 52 million of them that year.

They're much easier to use than modern phones, because you don't need to touch the screen. The only advantage of the full-screen iPhone / Android style is that you have a bigger image when watching videos.

Re: I convinced HP's board to buy Palm and watched them kill it

#153

> WebOS—true multitasking when iOS and Android couldn't handle it Am I missing something?

3rd party apps couldn't do anything in the background until iOS 4, and it's always been a bit limited. I think he's wrong about Android, although AFAIK Palm had a nicer task switching UI at first.

Yeah, I am pretty confident I was able to keep apps running in the background on my T-Mobile G1 and some old forum posts I found seem to confirm my memory. [1] Multitasking/keeping apps in background and copy/paste were the big differentiators I remember on the first Android phones compared to the iPhone.

The app switcher UI for multitasking on Android didn't really exist yet though so WebOS was ahead there and I think that gave some people the illusion Android didn't support it at all.

[1] https://forums.anandtech.com/threads/t-mobile-g1-android-pho...

Re: I convinced HP's board to buy Palm and watched them kill it

#154

> I realized the fundamental problem wasn't my absence. It was a systematic mismatch between Leo Apotheker's experience and the role he was asked to fill. > SAP's annual revenue while Leo served as its CEO was approximately $15 billion. The HP board hired a CEO whose largest organizational experience was running a company smaller than HP's smallest division. Based purely on revenue management experience, Apotheker wo…

>> At some point "management" and "executive management" started (falsely) being viewed as their own dedicated skillset that is independent and unrelated to the business itself, when in reality they still require specific understanding of the skills and processes over which they preside. You can't just drop any CEO into any other CEO position, and think they'll succeed. There are aspects of management that are indepe…

I can only say that it's really refreshing when you talk to a CEO who is interested and understands the products the company is working on. Unfortunately it's pretty widespread to have the top layers of the company only thinking about numbers and deadlines, not the product.

Re: I convinced HP's board to buy Palm and watched them kill it

#155
post #112
post #99

Earlier quoted context omitted.

The price was likely too high, though that is debatable. However the real take away is if you want something like this to work out you need to invest in to for years. There is nothing wrong with getting the size of the market wrong by that much - it happens too often for anyone to call it wrong. It isn't clear what was predicted, but marketing should have predicted a range of units sold (and various price points havi…

Windows phones were incredible, the OS was the most responsive at the time by far. No apps though. They were building in Android app support when they pulled the plug.

Upvoted as my experience was similar. I owned 3 windows phones over the years and they were always an absolute joy. The UI was very polished, the call quality was terrific, the camera was awesome, and it did have plenty of apps even if it was a tiny percentage of android or iPhone. To be honest though, I've never been one to care about apps. My experience was anyone who actually took the time to play with one loved it. The hard part was getting people to give it a try. AT&T also did an awful job at the store too as none of their employees knew anything about it.

Re: I convinced HP's board to buy Palm and watched them kill it

#156
I’m not sure what it is about this post that sets me off so. Maybe it’s the “LinkedIn”-friendly prose. Maybe it’s the “lessons learned” which reveal nothing remotely insightful. Or maybe it isn’t this guy at all and is just my general frustration with modern big tech that bleeds its customers and abruptly dismisses products, projects, and employees to buoy its stock price.

But my gut reaction after reading was “what a bunch of self-serving nonsense”.

From “they needed me to babysit the CEO and board” to “I still believe in HP despite destroying 1.2 billion in value while I was on an 8-week break” to “the DECIDE framework”, it’s a masterclass of modern tech executive bloviation. They are always so confident and convincing as they explain their cognitive dissonance, preaching to audiences stuck in the same reality-distorting game. The tech market is a mess because these same types are utterly paralyzed over the path forward now that LLMs have emerged but full of so many words to explain how they have it all figured out.

But this guy insists it isn't his fault. He was just unlucky that he wasn't there to be the beacon of reason their leadership needed:

> Their exact words still echo in my mind: "The CEO and board need adult supervision." Think about the implications of that statement. HP's own technical staff, the people closest to our innovation work, believed that senior leadership couldn't be trusted to make sound technology decisions without someone there to provide oversight and guidance. They weren't wrong. The numbers proved it in the most painful way possible.

Hollywood-grade drama and warning sirens all around, but a few paragraphs later…

> Despite watching the WebOS disaster unfold, despite being blamed for not preventing it, despite everything that went wrong during that period, I still believe in HP as an organization.

Mercy. The author thinks he's provided an apology to explain his culpability in the failures of the Palm acquisition but, instead, he's just made it clear he has awful judgement.

HP is far, far away from the once-great version of itself. For example, once they achieved dominance, HP ensh*ttified their printer business beyond any reasonable tolerance level to squeeze every last dollar out of its customers. They abandoned all pretense of technical excellence or innovation or customer satisfaction and embraced dark patterns to please their MBA masters.

Like so many of their peers, they see their employees as headcount and their customers as vassals.

That’s the type of decision-making HP values. That's the type of company HP is. And this guy, his excuses, and his experience are a shining example of why.

Re: I convinced HP's board to buy Palm and watched them kill it

#157
post #85

Earlier quoted context omitted.

By 2011 Apple had launched iPhone 4s, Android manufacturers had sold 100M phones, and HP's latest and greatest mobile device looked like this - https://fdn2.gsmarena.com/vv/pics/hp/hp-ipaq-glisten-1.jpg . They simply had been asleep at the wheel for too long. And even then, the correct move would have been to adopt Android instead of thinking you could build and control your own ecosystem (something they finally did…

In early 2011 when I told people I had an Android they had no clue what I was talking about. A well done long term investment in other phones could have made a big difference - but HP wasn't willing to make it so we will never know. (Microsoft released their Windows phone in 2012, again killing it before it took off).

> Microsoft released their Windows phone in 2012, again killing it before it took off

That 2011 iPAQ has a Windows button. Wikipedia lists them as running "Windows Mobile".

Re: I convinced HP's board to buy Palm and watched them kill it

#158

It's pretty easy to pattern-match LLM writing even when there's been a lot of work put into it, and it wasn't one-shotted by the LLM. I bring this up because this is a very smart person, with an interesting story I've been waiting to hear for years, and an important point, but I couldn't read it. Not because LLMs were involved: whatever, that's fine. First, I'm reading then get an uneasy feeling when I see the "That…

Thanks for delving into this! Very helpful.

Re: I convinced HP's board to buy Palm and watched them kill it

#159
post #99
post #69

> "Then, in late June 2011 […] I faced a medical emergency requiring immediate surgery and a eight-week recovery period confined to bed. […] On July 1, 2011, HP launched the TouchPad tablet running WebOS 3.0 […] The launch was botched from the start. HP priced the TouchPad at $499 to compete directly with the iPad, but without the app ecosystem or marketing muscle to justify that premium. The device felt rushed to ma…

The price was likely too high, though that is debatable. However the real take away is if you want something like this to work out you need to invest in to for years. There is nothing wrong with getting the size of the market wrong by that much - it happens too often for anyone to call it wrong. It isn't clear what was predicted, but marketing should have predicted a range of units sold (and various price points havi…

I remember doing some apps for Windows Phone and it really seemed they hated devs. Constantly breaking small things and then the switch to 10 made me give up. It was a nice OS though

Re: I convinced HP's board to buy Palm and watched them kill it

#160

Earlier quoted context omitted.

>> At some point "management" and "executive management" started (falsely) being viewed as their own dedicated skillset that is independent and unrelated to the business itself, when in reality they still require specific understanding of the skills and processes over which they preside. You can't just drop any CEO into any other CEO position, and think they'll succeed. There are aspects of management that are indepe…

> "management is a generic function independent of the business being run. With an MBA and you can run Coke GM or Intel into the ground all the same." I felt it needed a little tweak. You are exactly right otherwise IMO.

They were all very successful at doing that. The financialization of everything was the death of all these businesses.
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