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Date: | Sun, 7 Apr 2002 07:25:55 -0700 |
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I, as most of you, have been busy migrating these
days and haven't had much time to comment on
individual posts. However, I sure have *wanted*
to reply :-)
Here are some random comments WRT previous postings:
1. Jeff Vance has spoken very well on behalf of WP and the
inner dealings of CSY concerning profitability and
corporate goals. Here are my .02 on this:
a. In a large company GMs like WP are given
tremendous responsibility to 'run the business'.
They are given goals which must be met in order
to continue with the businesses they have been
charged. They generate revenue form their products
and they spend it to continue improving them.
There comes a time when the leader of this effort,
WP in this case, can tell that its not going to
work trying to continue with the particular business.
b. I sure appreciate being given the notice we did get rather
than the way in which other platforms have sometimes been
shuttered. Research the history and you find many instances
of 'immediate-stop' that was a lot more intense.
c. The phrase - 'the HP e3000 is a cash cow' is a myth and not
true.
d. Shutting down a product line is the same as a product launch,
only in reverse. You have to line up a lot of people, divisions,
information, etc. HP is a publicly traded company. Until they
make a public announcement about a product they have to treat it
in public statements as still being supported. To do otherwise
would be making a public statement! You might think HP was lying
to you by continuing to support the HP e3000 right up until the
announcement. However, they were playing by the rules that are
required of publicly traded companies AND what is good business.
Until it's announced its not real. Until it's real you have to
keep operating/talking/etc as if it's not been announced.
2. Those who think HP is making a mistake by focusing on commodity systems
are missing the point entirely. There is nothing wrong with being
in a commodity business. Does anyone here have a problem with Proctor
and Gamble? Nestle? Or any other company selling commodity products?
It has been proven that if you are a growth company and want to provide
continue shareholder value you need to own markets to be successful. If
you don't own a market then you always fall behind. You don't have enough
revenue to improve your products enough to catch up. HP is only applying
this basic economic truth to the businesses they operate. The sale
doesn't stop at the system. There is support, consulting, etc. that they
are wanting to provide. BTW - the Superdome is NOT a commodity and they
have been selling lots of these. Companies can be commodity focuses at
one end of their product line but not at the other end. Don't assume
an entire commodity play here.
3. Recent comments have alluded that maybe since HP is trumpeting Linux
as a development platform that indicates HP's direction and so
HP-UX must be the next to go. That would be a mis-application of
context. Linux is a very good development platform. The cost of
ownership is low and you can have lots of them hanging around for
little cost compared to hp-ux. The code you develop can be easily
deployed on hp-ux. The tools are mostly free and come with source
code. Why not use Linux for development. Foolish not to. HP-UX has
value to large enterprise customers who want the advanced features
of the o/s. While Linux is an interesting play long term, I think
you will see hp-ux around for quite awhile.
duane
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