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Hewlett-Packard Plans to Break in Two

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Re: Hewlett-Packard Plans to Break in Two

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Earlier quoted context omitted.

Not sure. A lot of the success of Samsung in the smartphone market is due to vertical integration. They save around 10-15% of bill-of-materials cost reduction due to this, they sometimes have unique components(like being first with HD-oled display), they have more control over manufacturers(as a condition for using a Qualcomm processor, they wanted the processor to be made at a Samsung fab), They are less exposed to…

Indeed, you are bringing very interesting points: - vertical integration (and tighter control over quality / schedules) for technology companies, and - size/scale as an advantage in Marketplace. We have seeing both of these in play, not just with Samsung: Apple is designing their own CPUs, and you can argue they leverage their size to help iTunes and Apple Pay businesses. Still, there are counterexamples: NVIDIA (and…

Not sure the counter example of Apple stands; they have a specific goal: be in full control of the whole technological stack for their products. They don't design processors and sell them like Qualcomm; they just do whatever is necessary for their product line.

A conglomerate like HP and Samsung often has little to no cross-pollination between divisions. Obviously the semiconductor part of Samsung can benefit the whole business, but the intersection between TV and dishwasher is probably zero, even at marketing level (they have totally different marketing and sales departments).

Re: Hewlett-Packard Plans to Break in Two

#33
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Earlier quoted context omitted.

HP is so far behind Samsung in the consumer market that it hurts thinking about it :-). They failed at smartphones and tablets, their computers are kwap, the printers are absolutely awful. Their strength is (was?) enterprise and business hardware from what I can tell.

A relative of mine with credible information tells me HP is apparently losing a bunch of ground in the server market because of low build quality. HP's trying to compete on prices by slashing them, but their deployments are just that bad.

In one of the companies I worked in the past, we found that for a similar server configuration, Dell provides lower quote than HP and others almost always. So I doubt, HP can compete on prices with Dell in servers and support.

Re: Hewlett-Packard Plans to Break in Two

#34
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Earlier quoted context omitted.

Same, but also hoping they'll call the corporate hardware/services company "DEC."

The return of Compaq and DEC? That would be lovely!

Maybe they should have kept some of those brands on, the consumer PC division as Compaq, the 'clever stuff' as DEC with printers and high end hardware in HP.

Re: Hewlett-Packard Plans to Break in Two

#35
There was a time when HP believed it was a big supertanker, impossible to steer.

So they split up. Agilent was born.

Shortly after that a new CEO believed, HP needed to be bigger. So they bought Compaq.

Now they are too big again.

"All of this has happened before. And all of it will happen again."

Re: Hewlett-Packard Plans to Break in Two

#37
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I really hope they name the spun-off computer division "Compaq."

Same, but also hoping they'll call the corporate hardware/services company "DEC."

Sounds good. Then Agilent can change its name to HP and all will be right with the universe :)

Re: Hewlett-Packard Plans to Break in Two

#38

Which division gets the memristors?

Which division gets the calculators?

I learned about the HP-12C today, which appears to be the TI-83 of finance: "The HP-12C is HP's longest and best-selling product, in continual production since its introduction in 1981" ... "In 2008, HP modified the design so that new production runs contain an ARM processor which runs an emulated version of previous chips."

http://www.hp.com/calculators/ http://store.hp.com/webapp/wcs/stores/servlet/PDPStdView?cat... https://en.wikipedia.org/wiki/HP-12C

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