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(07-10-2014, 05:08 PM)Greenrookie Wrote: (07-10-2014, 03:30 PM)specuvestor Wrote: I'm saying analysts focusing on the stagnation of PC biz in their analysis rather than the tsunami in the printer biz is missing the point 
For the recent quarters, print segment are actually doing better than Hardware PC segment.
errr... just off the top of my head I think that has always been since the days of Compaq.
I am saying the "delta" for the share price is going to come from the the decline of the Black Gold
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think overall a good move by HP.
By splitting, they can be more focus in individual core businesses.
If you think printing is in decline, think again.
Printing is not just printing on paper, the business is more than that. Think document management, document delivery, document recovery etc... its bigger than what end user uses.
We are creating more knowledge than ever u know. How are these to be manage?
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08-10-2014, 11:46 AM
(This post was last modified: 08-10-2014, 11:50 AM by specuvestor.)
You mean like Fuji Xerox (of Standard Chartered fame) and the copier guys are doing...
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08-10-2014, 11:57 AM
(This post was last modified: 08-10-2014, 11:57 AM by BlueKelah.)
Good move by HP.
Can get even more money in short term by
* IPO their Printer and PC business seperately.
* Consolidate their offices and REIT whatever spare property they have.
* Increase gearing and do some M&A
CEO can then have less to manage and more $$ to spend.
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(08-10-2014, 09:20 AM)kagemusha Wrote: think overall a good move by HP.
By splitting, they can be more focus in individual core businesses.
If you think printing is in decline, think again.
Printing is not just printing on paper, the business is more than that. Think document management, document delivery, document recovery etc... its bigger than what end user uses.
We are creating more knowledge than ever u know. How are these to be manage?
Their Printer is still a huge cash cow despite lowering revenue. Personally i would prefer the Enterprise group split (from HP Inc.) not to use the HP brand and focus to service customers who want other brand PCs in their solutions.
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Printing has always been the cash cow for HP. Not sure when the milk will dry but I don't think it will be anytime soon.
It been propping up most of the numbers for ages.
The PC/Servers and Services will be most challenging. Either thin margin and commoditised or big competitive players, small cheap players.
That said, Proliant is still one of the better products out there.
Network and storage, no one buy.
PC, got Dell and Lenovo chipping margin.
Services, IBM gets the cream, HCL big and cheap, Accenture positioned as experts. (Still competitive here though, mostly as the other player, not THE player)
Software.... only famous one is Openview and Loadrunner.
Really between the rock and a hard place.
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To survive in longer run would be good if HP has their own business software stack or merge with a premier business application company.
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(08-10-2014, 11:46 AM)specuvestor Wrote: You mean like Fuji Xerox (of Standard Chartered fame) and the copier guys are doing...
lol technically yes, though that is not really a positive example.
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08-10-2014, 11:29 PM
(This post was last modified: 09-10-2014, 07:25 AM by specuvestor.)
(08-10-2014, 10:01 PM)kagemusha Wrote: (08-10-2014, 11:46 AM)specuvestor Wrote: You mean like Fuji Xerox (of Standard Chartered fame) and the copier guys are doing...
lol technically yes, though that is not really a positive example.
Ya it's not. I'm saying it's not something new HP has existing entrenched competitors if it wants to go into this
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(06-10-2014, 11:07 PM)touzi Wrote: Carnage!
--
NEW YORK: Hewlett-Packard said on Monday (Oct 6) that its corporate reorganisation would slash a total of 55,000 jobs, at least 5,000 more than its latest estimate.
The US tech giant, which also announced plans to split in two to achieve a sharper focus, said it had increased its prior estimate of 45,000 to 50,000 job losses "independent of the separation transaction".
- AFP/al
-- It happens from time to time all the times for US companies. HIRE & FIRE, FIRE & HIRE. From banking to manufacturing. i think many other countries have adopted US methods. Singapore included.
WB:-
1) Rule # 1, do not lose money.
2) Rule # 2, refer to # 1.
3) Not until you can manage your emotions, you can manage your money.
Truism of Investments.
A) Buying a security is buying RISK not Return
B) You can control RISK (to a certain level, hopefully only.) But definitely not the outcome of the Return.
NB:-
My signature is meant for psychoing myself. No offence to anyone. i am trying not to lose money unnecessary anymore.
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