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

philmckinney.substack.com

481–490 of 517 posts

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

#481
I developed an in-house app for the Palm and supported it for several years.

The developer support from Palm was very primitive. They did the very minimum and it showed in the lack of software ecosystem.

I don’t think the leadership knew how to grow that. I’m sure they knew it was important but they didn’t take the steps.

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

#482

I need this part explained to me. And it's about why I still believe in HP despite everything that went wrong. This utterly baffles me. [checks] The post isn't 25y old. Author is obviously intelligent and posses self awareness and analytical skills. The only way that remark makes sense: 1) HP has some enterprise division that makes stuff I'll never see and 2) Author is Enterprise only doesn't know their consumer divi…

I have good experience with HP laptops. Not their 200 euro consumer trash (but honestly, anything marketed towards consumers is trash these days, from any vendor), but HP's ProBook and Zenbook line. Probook is more plastic fantastic, but the repairability was great. Zenbook got hot, but always remained quiet (until the Nvidia GPU kicked in, but that's on Nvidia). Driver support and UEFI update support were both excel…

MacBook Airs are marketed towards consumers, and they're certainly not trash, are they?

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

#483

Earlier quoted context omitted.

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’s understandable why companies try and sometimes succeed at creating a reality distortion field about the future success of their products. Management is asking Wall Street to allow them to make this huge investment (in their own salaries and R&D empire), and they need to promise a corresponding huge return. Wall Street always opportunities to jack up profits in the short term, and management needs to tell a compe…

> Management is asking Wall Street to allow them to make this huge investment (in their own salaries and R&D empire), and they need to promise a corresponding huge return. Wall Street always opportunities to jack up profits in the short term, and management needs to tell a compelling story about ROI that is a few years in the future to convince them it’s worth waiting

Explain Amazon, Uber, Spotify, Tesla, and other publicly listed businesses that had low or even negative profit margins for many years.

The idea that Wall Street only rewards short term profit margins is laughable considering who is at the top of the market cap rankings.

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

#484

I need this part explained to me. And it's about why I still believe in HP despite everything that went wrong. This utterly baffles me. [checks] The post isn't 25y old. Author is obviously intelligent and posses self awareness and analytical skills. The only way that remark makes sense: 1) HP has some enterprise division that makes stuff I'll never see and 2) Author is Enterprise only doesn't know their consumer divi…

I have good experience with HP laptops. Not their 200 euro consumer trash (but honestly, anything marketed towards consumers is trash these days, from any vendor), but HP's ProBook and Zenbook line. Probook is more plastic fantastic, but the repairability was great. Zenbook got hot, but always remained quiet (until the Nvidia GPU kicked in, but that's on Nvidia). Driver support and UEFI update support were both excel…

> It's why Apple's laptops start at the price of "used car" and Google's Chromebooks start at "two tanks full of gas".

“Used car” is a wild exaggeration. For many years, people have been able to buy MacBook Airs that overperform for 90% of consumers for $1,000 (sometimes even less). This device will last at least 7 years, if not 10.

https://www.costco.com/macbook-air.html?screen-size=13-in+13....

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

#485
post #369

Earlier quoted context omitted.

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 a…

We're not living through this again at all with generative AI, right?

A small boardroom locked in groupthink, misled by one single individual’s weak simulated benchmark, with no indication of real world performance or customer demand?

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

#486

Earlier quoted context omitted.

I agree with this - I was trying to read between the lines about what felt like "face saving" from the author, and what were really executive leadership failures. That said, Leo Apotheker was such a complete speed-run, unmitigated disaster for HP, that I'm inclined to have a ton of sympathy for the author and believe his point of view. I thought the author was actually overly generous to Apotheker - the Autonomy acqu…

Apotheker was the product of HP’s incompetent board. The board fired Mark Hurd who had rescued the company after Carly Fiorina’s disastrous tenure. Hurd, was investigated for sexual harassment, found innocent, and fired for inappropriate expenses. The board then hired Apotheker whose grand strategy was to sell everything including the printer business and buy Autonomy a hot British company. The board signed off on th…

The people at the top are paid a fortune because they're indeed the very best.

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

#487
post #369
post #363

Earlier quoted context omitted.

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 a…

> “You're predicting the entire future of this architecture on 30 lines of hand generated code?"

It’s comforting to know that massively strategic decisions based on very little information that may not even be correct are made in other organizations and not just mine.

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

#488

Earlier quoted context omitted.

> The devices sold like hot cake after the price cut. Yeah but that's because they cut the price to to 1/4 of it's price!! They were offloading unsold stock at huge cost. https://www.theguardian.com/technology/2011/aug/22/hp-touchp... I bought one, and ... honestly even at that low price I regretted it. The software was trash. I don't know why WebOS got so much praise, it was clearly not fit for purpose. I have an LG…

> I have an LG TV now that also runs WebOS and... it's still trash! 14 years later. The fundamental idea of using web technologies for an entire OS is bad. I don't think the idea is flawed; in fact, I think modern software development has proven out this whole idea. If WebOS sucks I believe it's more because it simply doesn't get enough development attention. Fundamentally Android also sucks but they've managed to ha…

Companies do exist to try and hammer Linux into a good desktop/laptop product. I would say that it's just not easy to do given the lack of vertical integration. Redhat centralizing everything into systemd has probably gone the longest way towards improving things. Of course that is odds with the perceived benefits of having many competing options to perform the job of any given piece of software.

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

#489

I need this part explained to me. And it's about why I still believe in HP despite everything that went wrong. This utterly baffles me. [checks] The post isn't 25y old. Author is obviously intelligent and posses self awareness and analytical skills. The only way that remark makes sense: 1) HP has some enterprise division that makes stuff I'll never see and 2) Author is Enterprise only doesn't know their consumer divi…

I have good experience with HP laptops. Not their 200 euro consumer trash (but honestly, anything marketed towards consumers is trash these days, from any vendor), but HP's ProBook and Zenbook line. Probook is more plastic fantastic, but the repairability was great. Zenbook got hot, but always remained quiet (until the Nvidia GPU kicked in, but that's on Nvidia). Driver support and UEFI update support were both excel…

This is ancient reference but I used to have HP's nx6320[0] laptop. The thing was built solid, fantastic keyboard, excellent screen - basically an all round solid business laptop. I remember dual-booting Windows XP with Ubuntu Dapper Drake on it - worked perfectly.

[0]: https://support.hp.com/in-en/product/product-specs/hp-compaq...

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

#490
post #346

Earlier quoted context omitted.

> But because I wasn't there during the critical 49 days when the decision was made to kill WebOS, somehow the failure became my responsibility. Wow, so whiney. He's an executive, a leader. A captain doesn't complain if the crew is mad at him, for any reason.

... and it is their job to actually find somebody to represent the agreed-on goals and make damn sure that the leadership will listen them. If you're as a manager / team leader whatnot alone in your skillset and trained nobody to represent you and your vision, you did a bad job of management.

I’m going to stick up for him on this point. It’s likely there’s no way to get the right person in the room to argue on his behalf. Much as I think it’s not a good organisational structure, it’s very likely that the CTO title was the only thing that got him into conversations with the board or C-suite, they wouldn’t speak to a VP at all, even if he asked them to.
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