Tag Archives: hp

Apple Follows Sun Tzu, Knocks Off Competing Generals

by Peter Kastner on April 1, 2011 in Mobile Technology

Sun Tzu, the maybe historical Chinese general, is a favorite for tech motivational speakers, with a war-making philosophy that can be summarized as “avoid direct military conflict when other means suffice”. Real or imaginary, Sun Tzu would be proud of what Apple has done to its competitors. I’ve had to copy my envelope-back to a [...]

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Gaming the Q1-2011 PC Numbers

by Peter Kastner on March 30, 2011 in Personal Computing

With the end of the first quarter of 2011 at hand, this analyst sits with a cup of coffee and some thoughts on how the PC industry did in Q1. The short answer is: mediocre. The reasons are atypical and not apt to be repeated. As a caveat, let me deny any knowledge of anybody’s [...]

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Your Smartphone is About to Become Your Wallet

Your Smartphone is About to Become Your Wallet

by Peter Kastner on March 28, 2011 in Emerging Technology

A flurry of news over the past couple of months points to 2011 as the year new smartphones learned to replace your credit card and identification at retail checkout: Google Inc. is teaming up with MasterCard Inc. and Citigroup Inc. for Android phones. Google believes retail is a huge advertising opportunity; Persistent rumors that Apple’s iPhone 5 [...]

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The Anti-iPads Have to Work Together

The Anti-iPads Have to Work Together

by Peter Kastner on March 25, 2011 in Mobile Technology

HP, RIM, Intel, Google, and Microsoft — the anti-iPads — are all running in separate directions to create closed ecosystems that compete with Apple’s iOS iPhone and iPad. I hate to shout “the emperor has no clothes!” in polite company, but that anti-iPad strategy is going to fail individually and collectively. With competition like this, Apple [...]

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“Itanium is Dead.” “No, It’s Not!”

“Itanium is Dead.” “No, It’s Not!”

by Peter Kastner on March 24, 2011 in Debate, IT Suppliers

Oracle dumped on HP (and Intel) this week by dropping future development for the Itanium processor, the mainstay of HP’s Integrity line of servers. This started a back and forth to-do between the two competitors that brings LOL tears to my eyes. Why? Because the computer industry has been too stodgy over the past decade since the [...]

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HP’s New Executives Miss Apple but Target Oracle

by Rob Enderle on March 4, 2011 in Industry Drama

From a standpoint of stock price there is no one that could have moved HP’s stock price higher if he took that company over than Tim Cook with the possible exception of Steve Jobs, but both would have been a really bad fit for HP.     This is because HP is an umbrella company more closely [...]

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Why Dell will beat HP on Smartphones but Apple will be an Elusive Target

by Rob Enderle on March 4, 2011 in Mobile Technology

In many ways the strategy that Dell is using is similar to the one that HTC uses for Smartphones and HP is emulating Apple’s approach to the market.   Apple is arguably the most profitable vendor in the segment and HTC is the most agile and strongest on the Android and Windows Mobile platforms historically.   Also [...]

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by Peter Kastner on February 23, 2011 in Data Center, IT Suppliers

It was hard to read the Wall Street Journal this morning and not realize that Cisco’s status as data center fabric-infrastructure Lion King is being challenged. And with the company’s stock at about a quarter of its zenith a decade ago, you have to wonder if the smart money is long gone. Now, the customers are [...]

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