Categories
- "New Web" and enterprise computing
- A Rare Medium Well-Done
- April Fool's Day
- Burning Questions
- Business Process "Angioplasty"
- Cloud Computing
- Cloud Computing, SaaS
- Compliance (SOX, others)
- Emerging technologies
- Enterprise Software (IBM, Microsoft, Oracle, SAP)
- Enterprise Software (Open Source)
- Enterprise Software (other vendors)
- Enterprise Software Negotiations/Best Practices
- Globalization and Technology
- Industry analysts (Gartner, Forrester, AMR, others)
- Industry Commentary
- Innovative Business Uses of Technology
- Innovative Business Uses of Technology
- Little to do with IT, but interesting!
- M&A in Technology
- Offshoring (other vendors)
- Offshoring (TCS, Infosys, Wipro, Cognizant)
- Offshoring Negotiations/Best Practices
- Outsourcing (Business Process - BPO)
- Outsourcing (IBM, Accenture, EDS)
- Outsourcing (other vendors)
- Outsourcing Negotiations/Best Practices
- People Commentary
- Social Networks
- Sustainability, Green Computing
- Telecommunications
- The "Cloud Pioneers" Guest Series
- The New Polymath
- The New Technology Elite
- The Real Deal: Guest Columnist
- Venture Capital
- Vertical Markets (Banking, Retail etc)
My new book
- available for pre-order
« Last Post from Oracle OpenWorld | Main | "Deprives ISPs of revenues" »
TrackBack
TrackBack URL for this entry:
http://www.typepad.com/services/trackback/6a00d8345190da69e200e54f9ce5908834
Listed below are links to weblogs that reference HP versus IBM:
Comments
- Google
Recent Comments
- on SAP by the numbers
- Sandy Kemsley on SAP by the numbers
- MG on It’s all about the enterprise apps, baby
- Jay Oza on How Infosys lost its sheen
- MG on Don't stop thinking about tomorrow
- on Don't stop thinking about tomorrow
- John Appleby on Don't stop thinking about tomorrow
- on Don't stop thinking about tomorrow
- Greg Misiorek on Don't stop thinking about tomorrow
- on Don't stop thinking about tomorrow
Blogroll
- AccMan Pro - Dennis Howlett
- Between the Lines - Larry Dignan, ZDNet
- Chris Barbin - appirio blog
- Digital Rules - Rich Karlgaard
- HP The Next Big Thing Blog
- Enterprise Software Unplugged - Tom Wailgum, cio.com
- Enterprise System Spectator - Frank Scavo
- GigaOm - Om Malik
- Infectious Greed - Paul Kedrosky
- Jim Holincheck - BlogERP
- Jyoti Banerjee - KiteBlue
- Mobile Analyst Watch - John Sun
- MonkChips - James Governor
- New Florence. New Renaissance - Vinnie Mirchandani on Innovation
- OracleAppsBlog - Richard Byrom
- PGreenblog - Paul Greenberg
- Project Experts Blog
- Ross Mayfield
- Rough Type - Nicholas Carr
- Sadagopan
- Selland 2.0
- Services Safari - Brian Sommer
- SightLines - Tom Foydel
- Software AG Reality Check
- Software Insider - Ray Wang
- Susan Scrupski - ITSInsider
- Talent Show (Stephanie Overby of CIO magazine/CIO.com)
- TEC Blog
- The Human Capitalist - Jason Corsello
HP versus IBM
I was talking to a HP investor who was marveling at its performance generating gobs of free cash flow last couple of years compared to IBM. In some ways, today's results show IBM should have at least 2 other reasons to feel envious.
HP is doing extremely well selling desktop/laptops in China, India and other global markets. IBM got out of the personal computer market couple of years ago. HP also has historically been stronger in its enterprise businesses in manufacturing verticals, less so in financial services. With the sub-prime issues, guess who's laughing?
Is Mark Hurd good or lucky? Does it matter?
November 19, 2007 in Industry Commentary | Permalink