In wake of Fortune's story, picking apart HP...

In wake of Fortune's story, picking apart HP...

Summary: In issue #7 of ZDNet's IT Matters series of podcasts (download the MP3, or learn how to have them automatically downloaded while you're sleeping), I interview the Enderle Group's principal analyst Rob Enderle about the damaging article that was recently published in Fortune Magazine (see Fortune on why Fiorina's big bet is failing) and what the prospects are for the futures of HP and its CEO Carly Fiorina.

SHARE:
TOPICS: Hewlett-Packard
3

In issue #7 of ZDNet's IT Matters series of podcasts (download the MP3, or learn how to have them automatically downloaded while you're sleeping), I interview the Enderle Group's principal analyst Rob Enderle about the damaging article that was recently published in Fortune Magazine (see Fortune on why Fiorina's big bet is failing) and what the prospects are for the futures of HP and its CEO Carly Fiorina. Despite having HP as a client, Enderle had some pretty candid answers (most of which I'm sure the executives at HP have already heard). The interview is an inside look at the thinking of one of HP's trusted confidants. Here's the list of questions I asked, with just a sampling of Enderle's conclusions to each one. The audio is a must-listen if you want the full gist and exact content of his answers.

  • What's going on in the printing business: HP has a dominating razors and blades business, that's incredibly profitable with no real challengers....
  • Are there any equally bright spots: That

Topic: Hewlett-Packard

Kick off your day with ZDNet's daily email newsletter. It's the freshest tech news and opinion, served hot. Get it.

Talkback

3 comments
Log in or register to join the discussion
  • Very interesting ...

    Since I haven't seen the interview yet, I'm kind of "flying blind" but I would think that if HP is going to be a player on the software side, they need to consider the IP issues surrounding open source. For instance, an acquisition of Red Hat (not having seent he interview yet, the assumed target) would need to be accompanied by an acquisition of SCO. This would put HP in a strong position because of the number of patents associated with SVR4. This puts HP on nearly equal IP footing with Sun and Microsoft -- and perhaps IBM & Novell (pending the outcome of current litigation.)
    M Wagner
  • hp future new boss

    The wicked witch is dead ! I wont miss her.
    gaspipe@...
    • hp future new boss

      Having and being a H.P. family member I would like to see the company profits sore upward The merge with compac was bad and sale dropped as well as service.
      I hope new boss gets this global tech calling set straight I never understand a a HP tech the accent is so rough its wonder I call at all
      They need to get back on track as family friendly if there going to go anywhere
      The copporate structure needs a new lift they have so many titles and divisions the right hand knows not what the left is doing.
      I think the orinal founders of Packard and Bell
      David is probally rolling in his grave thinking "what have you done to my company" if, I could ,I'd get up and straighten the whole damn bunch out and cut the fat and get on track to get America back in user friendly people home PC my ultimate goal a PC in every home rich or poor!!!
      gaspipe@...