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

philmckinney.substack.com

361–370 of 517 posts

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

#362
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post #27

This is not to take away from the corporate Vogon tragedy described in the blog post. WebOS could've been a credible competitor to iOS and Android. But the weak spot is right in the name: It's a web UI platform. Look at Google's attempts to make ChromeOS into a tablet OS. While it's less clear cut now, back when HP acquired WebOS, they would've had to put in a lot of work to make WebOS competitive, and enable WebOS a…

My personal conspiracy theory is that Nokia was an orchestrated takedown by MS. Get a leader in there to tank its stock for an acquisition. MS just shit the bed on the other side of it and failed to deliver a competitive-enough mobile platform.

Remember too that from the Nokia board POV selling the phone division to MS was a $1B+ dollar exit.

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

#363
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…

> 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 having different predicted ranges!). Shout out to the Itanium sales forecast: https://upload.wikimedia.org/wikipedia/commons/8/88/Itanium_...

Itanium needs a lot longer discussion than can be covered in an HN comment.

https://bitmason.blogspot.com/2024/02/the-sinking-of-itanic-...

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

#364

Earlier quoted context omitted.

And its inverse, the IEA solar energy forecast: https://en.wikipedia.org/wiki/File:Reality_versus_IEA_predic... (This version of the graph is pretty old, but it's enough to get the flavor. The rate of new installations is still increasing exponentially, and the IEA continues to predict that it'll level off any day now...)

Those 2 charts are amazing! At least the Itanium people adjusted their curves downward over time, looks like the IEA just carried on regardless!

It wasn't the Itanium people so much as the industry analysts who follow such things. And, yes, they (including myself) were spectacularly wrong early on but, hey, it was Intel after all and an AMD alternative wasn't even a blip on the radar and 64-bit chips were clearly needed. I'm not sure there was any industry analyst--and I probably bailed earlier than most--who was going this is going to be a flop from the earliest days.

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

#366
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…

What I find interesting about your comment is that iPhone launched with out an ecosystem and 4 years later a. App Store was tabled stakes.

Apples app store was 3 years old at that point and white hot. The Samsung Galaxy was 2 years old then. If they wanted to go to market with an unpolished product differentiated with a few nifty features, they'd need to spend months paying loads of money to devs to fill out their app store to have a chance.

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

#367
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.

Indeed.

As part of a carrier buyout a ~decade ago, my then-partner was given a "free" phone. IIRC, it was a Nokia something-or-other that ran Window 8 Mobile.

The specs were very low-end compared to the flagship Samsung I was using. And as a long-time Linux user (after being a long-time OS/2 user), I had deep reservations about everything from Microsoft and I frankly expected them to be very disappointed with the device.

But it was their first smartphone, and the risk was zero, so I didn't try to talk them out of it.

It was a great phone. It was very snappy, like early PalmOS devices (where everything was either in write-once ROM or in RAM -- no permanent writable storage) were also very snappy. The text rendering was great. It took fine pictures. IIRC, even the battery life was quite lovely for smartphones of the time.

Despite being averse to technology, it was easy enough for them to operate that they never asked for me help. And since they'd never spent any time with the Android or Apple ecosystems, they never even noticed that there were fewer apps available.

Their experience was the polar opposite of what I envisioned it would be.

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

#368
post #237
post #231

Earlier quoted context omitted.

The plan was to artificially suppress x86-64 to leave customers with no real alternative to Itanium. The early sales projections made sense under that assumption.

I had heard that it wasn't suppression as much as just not making it a thing at all, and that AMD used the opportunity to extend x86 to 64-bit, and Intel was essentially forced to follow suit to avoid losing more of the market. It also explains why the shorthand "amd64" is used; Intel didn't actually design x86_64 itself.

To this day, I don't know if Intel thought Itanium was the legitimately better approach. There were certainly theoretical arguments for VLIW over carrying CISC forward--even if it had never been commercially successful in the past. But I at least suspect that getting away from x86 licensing entanglements was also a factor. I suspect it was a bit of both and different people at the company probably had different perspectives.

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

#369
post #363

Earlier quoted context omitted.

> 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 having different predicted ranges!). Shout out to the Itanium sales forecast: https://upload.wikimedia.org/wikipedia/commons/8/88/Itanium_...

Itanium needs a lot longer discussion than can be covered in an HN comment. https://bitmason.blogspot.com/2024/02/the-sinking-of-itanic-...

I think Bob Colwell's account is the clearest short synopsis.

https://www.sigmicro.org/media/oralhistories/colwell.pdf

'And I finally put my hand up and said I just could not see how you're proposing to get to those kind of performance levels. And he said well we've got a simulation, and I thought Ah, ok. That shut me up for a little bit, but then something occurred to me and I interrupted him again. I said, wait I am sorry to derail this meeting. But how would you use a simulator if you don't have a compiler? He said, well that's true we don't have a compiler yet, so I hand assembled my simulations. I asked "How did you do thousands of line of code that way?" He said “No, I did 30 lines of code”. Flabbergasted, I said, "You're predicting the entire future of this architecture on 30 lines of hand generated code?" [chuckle], I said it just like that, I did not mean to be insulting but I was just thunderstruck. Andy Grove piped up and said "we are not here right now to reconsider the future of this effort, so let’s move on".'

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

#370

Earlier quoted context omitted.

These were my exact thoughts about HPs printer division. These should be studied in bussiness schools as the definition of enshitification for the next 25 years. PC side of HP is a different story. Their high end consumer laptops are crap compared to dells xps line. Comodity/Enterprise gear is equivalent to Dell (primary competitor) at the generic box and monitor level. Maybe a bit better on the power supply and mana…

I must have the last good HP printer or something. Mine is the "HP Color LaserJet Pro MFP M281fdw" which is a WiFi enabled colour laser printer. It prints nicely, a set of cartridges lasts me for multiple years (low usage of course), has a built in scanner that works with the drivers available for Linux (even over WiFi), and is happily chuntering away on 3rd party cartridges. No issues whatsoever. Honestly I'm expect…

Their laserjets are fine. It's the inkjets that have all the major problems.
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