HP's Survival Crisis: Whitman's "Sad Wall Street"

When countless Chinese were blocked on the highway, HP's share price fell on the New York Stock Exchange. The reason, which was regarded by the media as a warning from CEO Whitman, is that it will take longer than expected to recover the troubled tech giant.

Previously, HP’s corporate credit and senior unsecured ratings, credit ratings, debt ratings, and stock price ratings have all been downgraded by brokers and rating agencies such as Moody’s, Standard & Poor's, Jeffrey, or JP Morgan, but were included in “death”. The list is still fresh in this year's view.

On October 4, when countless Chinese were blocked on the expressway, HP's share price fell on the New York Stock Exchange. The reason, which was regarded by the media as a warning from CEO Whitman, is that it will take longer than expected to recover the troubled tech giant.

If only literally assessed, Whitman's warning is frank and should be counted as the first time that many "outsiders" outside of Hewlett-Packard have said many times, and the drop in stock prices may only be such a "consensus." Realize.

Although reluctant, it may even provoke controversy, but IT Business News Network can not help but want to discuss a suitable time right now: Hewlett-Packard, will die?

First, the hardware curse HP's hardware "curse" has already been fulfilled since the era of Apotheker, and even now, the current CEO Whitman still does not recognize.

"HP will not become a pure software company. This is our very clear company strategy." Whitman said. But her insistence, in addition to the subsequent pessimistic news, did not see a worthy achievement.

After Wall Street felt that Whitman's campaign for governor-led speech was no longer fresh, he once again asked questions that had been asked more than once: Hewlett-Packard is still a very important company? After a series of misleading analysts succeeded, Wall Street still regards Hewlett-Packard as a hardware company to happily play. Even in the software business, Hewlett-Packard has not made a big mistake recently, but as long as it is a bad thing for the PC, or moves. The terminal has a good thing and HP will suffer.

Even some people suspect that Whitman’s decision to stick to hardware is forced out by Wall Street. The more practical effect is that Whitman and HP have more and more thoughts on the hardware business, but they have had little success. .

As for the merger of the PC and printer departments and the savings of manpower and financial resources to R & D and other actions, it is only part of the relatively reliable adjustment action. In fact, today's Hewlett-Packard hopes to allow more people to see that they can manufacture everything from small mice to large-scale industrial-grade printing devices and all the hardware that is close to information technology. Even at the recent summit, Hewlett-Packard also invited people from all walks of life, including costume design, car modification, and film special effects manufacturing, to tell them that HP can provide technical support for all needs. As a reader concerned with the development of the IT industry, of course, you are very familiar, because in IBM's advertising brochure, you may find a lot of similar statement description.

Second, struggling from the very beginning with the board's expectations for HP surgery, to the present is busy explaining to the board of directors and investors what is happening in HP operations, Whitman might regret why he did not run for governor With a little more force, the progressive reforms of “slimming and squeaking” now seem to be only an illusion.

In fact, the question of "hardware is dead" has been long-standing, but Whitman's refutation reason is cloud computing, mobile internet and big data. And the core of this strategic idea that she believes is very convincing is that whether it is cloud computing, mobile Internet, or big data, it is inseparable from the hardware.

The latest and most astounding analyst opinion is that Whitman, like her predecessor, Li Aike, turned into a fool in the face of how to get profit.

Thus, HP's problems can naturally be most directly attributed to the problem of profits. If Whitman launched this so-called "moderate revolution" to solve the profit problem within the board's tolerance period, HP and the board of directors will also give her More wonderful than ever as a governor.