So, Kevin, do I interpret this to mean you think HP will quickly change
hats and become primarily a software company?  And if so, and I ask this of
the entire list, is this a solid, long term business plan?

John Lee
Vaske Computer Solutions

At 02:12 PM 11/13/01 -0500, Kevin Smeltzer wrote:
>Why end support for the HPe3000?
>Why merge with Compaq?
>What is Carly's vision for HP's future?
>
>>hp-in-the-know webcast scheduled for November 14, 8:30 am Pacific.
>>The overall description of the hour-long broadcast:
>>
>>"The November 14, 2001 hp-in-the-know focuses on HP Software and the key
>>role HP plays in today's internet-driven software market. After an
>>important announcement about new business directions for the HP e3000, HP
>>OpenView kicks off the webcast with the single most significant launch in
>>its history. <<cut>> Learn how HP Software will help your customers meet
>>today's business challenges - and differentiate you from the competition"
>
>Obviously a hour-long broadcast is not long enough to entirely map out a
>companies plans for the future, but in these unsettled times, HP might be
>giving away more clues in one hour than ever before.
>1.  'Internet-Driven Software Market'  Adding Compaq enables HP to sell
>bundled hardware/software solutions to this market.
>2.  'HP Software for Today's Business Challenges'  The money in IT today is
>in providing Software as bundled solutions, and the services need to
>implement that hardware/software solution bundle.
>3.  'Differentiate'  Carly wants to differentiate HP.  What does Microsoft
>sell?  What does Intel sell? What does Oracle sell?  NOW, what does HP
>sell?  HP is to big of a company to be happy as just the 'printing
>solutions company', or with a 15% market share of ten different markets.
>Carly's vision of HP, is as a differentiated company with a 85% market
>share of some market with a large profit margin.  Better yet a 85% share
>of 'Printing', and 'Internet Solutions', AND 'Storage Management' through
>OpenView Products. Nice vision, but little room for error if HP is to reach
>this future.
>4.  Missing is the word 'Hardware'.  Proprietary O/S in this vision will
>continue to lose market share.  Manufacturing Hardware, and writing O/S
>code will not net HP billions in the future.  (In this vision, the future
>of HP-UX is also being unofficially announced tomorrow.)
>
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>

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