Posts Tagged ‘HP’

A lot can happen a week in Tech industry Apple, Google, HP & Wipro

January 23, 2011

Just a day prior to quarterly results announcement  (January 18, 2011) Apple (the company with the highest market capitalization among all technology companies) announced that its legendary CEO Steve Jobs is going on medical leave again for an unspecified time

Days later Google (the biggest search engine in the world) announced that its CEO Eric Schmidt is moving to a Chairman’s position with Larry Page taking over as CEO

Two days later HP (the largest technology company globally) announces that four of its Board members are leaving and inducted new members including two women

A day later Wipro (the third largest Indian IT company) announced that its two Co-CEOsystem is not working and replaced the two co-CEOs Girish Paranjpe & Suresh Vaswani with the 20+ year veteran Kurien as CEO from April 1, 2011

Unusual coincidence, but a clear indication of the “tough life” at the top in “technology companies” these days!

HP acquires Palm

April 28, 2010

On April 28, 2010 HP agreed to acquire Palm Inc for $ 1.2 Billion

Palm is an amazing company; created Palm Pilot that brought “hand-writing” to computers in 1996 (where Apple failed in 1992 with its Apple Newton!)

Palm OS had an amazing simplicity and created “PDA” as a new class of gadgets; they were the best for keeping track of Calendar and Contacts; and a real value for money. They kept innovating by adding communication to PDA’s thru Palm Treo devices (much before the word Smartphone was invented!). Of course, they struggled – acquisition by US Robotics, hardware and software separation, getting sold to a Japanese company and finally revival with a ray of hope with ex Apple iPod designer getting back as CEO; within months an amazing product came out (Palm Centro). Of course with a great vision Palm brought out Palm Pre and WebOS 2 years back, but could not convince the US carriers (I wish they had flooded Asian and European markets where  “free” phones dominate (not tied to a career)! US is the country where practically no one enjoys “free” phone; the Telcos control the market in USA; even Apple could not fight AT&T!) But the struggle of the past 2 years has almost finished Palm much to the disappointment of many of us (long time Palm admirers). I have used practically every model of Palm!

HP‘s foray into “handheld computers” is not new – it is at least 15 years old! I have a nice  PDA running Windows 3.0 of 1996 vintage! They followed it up with Jornada. With Compaq acquisition Jornada got killed and iPaq became HP’s key PDA. For a while, HP talked of manufacturing Apple iPad though it never happened. With Palm acquisition HP has a good chance of making it

Mobile phones are the future; Motorola created mobile phone but it is always in “fits and starts” in the market; Nokia created the market, but unable to master “smart phones”. Apple created “Smart phone”, but cannot get even 3 models in 3 years (unlike Nokia, Samsung or even Motorola with dozens of models). Microsoft Phone appears promising but they might go the Zune way (into nowhere). It would be really interesting if HP can pump money into Palm (they badly need it), get WebOS products out, manufacture & distribute (HP is really good at it) and “mobilize” all applications (the way BlackBerry mobilized one application called “EMail”)

I wish the marriage great progeny (of products!)

It will be interestuing to watch

Converged Infrastructure – HP is ahead with BladeSystem Matrix

February 5, 2010

The two mantras that I used in this talk are

  1. SSN is one (SSN stands for Servers, Storage & Networks)
  2. You need to optimize globally

Over the years server consolidation, virtualization (Storage, desktop, applications…), layered network architecture, storage using SAN.. have dominated the CIO’s toolbox of facing increasing applications demand and decreasing budget. In the process the optimization has often been local – servers, storage or network. What is needed today is to “globally” optimize across servers, storage and networks – the essence of my “SSN is one” mantra.

Servers need storage; networks needs heavy computing and storage; and, storage needs both networking and computing; the three are intrinsically intertwined.

To optimize across the system you need tools – the real strength of HP today

With its BladeMatrix System HP offers a “3-in-1 box” that consists of servers, storage and networks – all configurable with software tools that automate the whole process; the pre-defined templates captures the essence of best scenarios that are “perfected” in the Lab.

In that sense compared to every other vendor HP seems to have a well-orchestrated strategy (announced in October 2009), products (November 2009), consulting practices (January 2010) and marketing communications (Feb 2010)

If well executed this can be a game changer

(Invited talk given the very select CIO’s in Udaipur on Feb 5, 2010)

EDS brand is no more

September 23, 2009

HP decided to retire the EDS brand today. With this comes an end to a long standing IT services brand that started way back in 1962 (much before the IT services was viewed as an industry segment, let alone a huge industry)

With Dell acquiring Perot Systems on September 21, 2009 the IT services saw further consolidation, with Accenture, CSC and Cap Gemini remaining as the IT Services majors (along with IBM and HP) and the Indian IT Services biggies TCS, Infosys & Wipro.

Many younger IT professionals may not know that EDS started off as a wing of General Motors!

EDS has a large presence thru Jerry Rao founded MPhasis; it became an EDS Company after being acquired by EDS a couple of years back; now it becomes an HP Company!

Interesting times indeed!!

Wal-Mart moves to No 2; Exxon is no 1

April 19, 2009

For years WalMart (the retail major) has occupied the No 1 slot; buoyed by the high energy costs for much of 2008, Exxon is No 1 globally with revenue of  $ 442.85 billion.

Interestingly oil companies occupy 4  of the Top 10 positions; Chevron (3), ConocoPhilips (4) and Valero (10)

Wal Mart is at 2nd position; GE is at 5th position

Auto majors GM and Ford are in 6th and 7th position.

AT & T is at 8th position; HP is in 9th position.

The tech majors (GE, AT&T and HP) are in Top 10.

HP Netbook Mini 1000 holds promise

January 26, 2009

Netbooks are clearly emerging as winners.

In December 2007, Asus Eee PC was making waves; the original model was Linux version; later, Asus introduced Windows XP version that was a huge success.

Consumers are looking at “affordable” products in the year 2008, with the economic difficulties affecting the whole world; as one report pointed out, Netbooks are the real hot cakes; selling more in numbers than Apple iPhones!

With this background HP Mini Netbook launched on October 29, 2008 (just in time to catch up with Christmas shopping spirit) appears to a step in the right direction. Intel Atom processor is computationally powerful (unlike Via processors that HP used earlier) though consuming very low electrical power (leading to better battery life). With 10″ and 8.5″ version available, there is choice; LED display is good (though the resolution is not very high). 

I do suspect that college students and mobile professionals looking for a second laptop (when in transit) will find this $ 399 a great buy.

It will be interesting to watch the product sales over the next 2 quarters

Apple quarterly revenue crosses $ 10 billion!

January 23, 2009

Apple announced the results for the 4th quarter on January 21, 2009; it did bring the much-needed cheer to the markets.

IBM, HP are the other two companies who cheered the market with good results (with so much of bad news from GE, Intel, SONY, Sun and many others).

Apple results were spectacular; quarterly sales of $ 10.7 billion and profit of $ 1.6 billion arising out of sales of

  1. 22,727,000 iPods,
  2. 4,363,000 iPhones, and,
  3. 2,524,000 Macs

coming as it does amidst market melt-down it is definitely special. It is also the first time that Apple quarterly sales exceeded $ 10 billion ever.

For decades (until early 80’s) IBM was the only company with annual sales exceeding $ 10 billion; every one else used to trail way behind IBM, till DEC (now part of HP) crossed $ 10 billion; in the past two decades Compaq, Dell grew fast enough to cross annual sales of $ 40 billion. In the meantime IBM and HP grew to $ 100+ billion companies thanks to the booming IT.

Apple had been an admired company but relatively small in size. By their presence (that too in a leading way) across

  • computing (Macs),
  • communications (iPhone), and,
  • consumer electronics (iPod)

Apple is benefiting from the convergence of these three key industries. No other leader has been able to benefit from all these three.

HP & IBM are great computer companies but they have no presence in consumer electronics; Sony is a tall leader in consumer electronics but struggles in communications and computer markets; Nokia is a leader in communications, but has little presence in computing or consumer electronics; Samsung is another company to watch.

One hopes that one day an Indian company gets inspired by Apple

Make India a “Developer Nation”

April 18, 2008

In my keynote address at Non stop Developer Conference organized by HP at Eagleton Golf Resort in Mysore Road on April 17, 2008, I stressed the need for Indian software developer community to start playing the “leaders game” and go past the “follower game” that we are playing now.

 

Leaders lead; not demand that others follow them (the way our unimaginative poltical leaders do today in india). I exhorted the members of the audience to look at examples from other industries

The story of Merceded Benz (the history behind the name), Karl Benz story.. and the unique position that “Merck” enjoys for over a century

The story of how Swatch retrieved the leadership position in watches from Japanese vendors (90% in 1946, 40% in 1970, 25% in 1983 and back to 50% by 2000)

The “gharana” concept in Hindustani classical music and learning for several decades (not weeks, months or years)