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Date: | Tue, 2 Nov 2004 12:57:41 -0500 |
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There is interview with Kevin Rollins, new Dell CEO in CNET. He is asked
about HP:
What about competitors? HP isn't growing as fast as Dell. Why is it falling
behind?
Everybody says they're doing wonderful...with a fantastic turnaround.
Do you agree with that assessment?
No. I agree they took a lot of costs out, but I don't think they
strategically moved the needle on the company's strengths.
What's your recipe for HP success?
I don't know that there is a recipe that can turn it around. I wouldn't go
there first off. I wouldn't go run that one. I look at the standpoint of
profitability--I don't care about how much cost they took out; I don't care
about how well they integrated. What was making money beforehand is what
makes money now, and the same businesses that were struggling before the
integration are still struggling. So I ask: What has changed?
http://tinyurl.com/52yu4
At 01:01 PM 11/2/2004, Shahan, Ray wrote:
>Not much news in this story, but of particular note is the phrase:
> "*Hewlett-Packard. At least 19 major executives have left the No. 2 PC
> maker since its controversial acquisition of Compaq Computer in 2002,
> including some of the company's best-known leaders. "
>...I have to wonder if the term "No. 2 PC maker" is a promotion or
>demotion in hp's product notoriety.
>The whole (not very interesting article) is at:
>
>http://www.usatoday.com/money/industries/technology/2004-11-01-brain-drain_x.htm
--
Tom Brandt
Northtech Systems, Inc.
130 S. 1st Street, Suite 220
Ann Arbor, MI 48104-1343
http://www.northtech.com/
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