[conspire] HP Melt Down

[Ruben Safir]

On 08/22/2011 11:03 PM, Rick Moen wrote:
>   Turn HP into SAP.

I don't think that makes much business sense.  Evidently Wall Street 
agrees.  My gut tell's me something else is wrong aside from the change 
in CEO orientation.  One of two things.  A) HP felt it was facing a 
patent war with Apple, and B) These guys HATE to complete.  They'd 
rather surrender whole markets than duke it out.  The touchpad and webos 
would end up competing with everyone from Apple, to Dell, to  MS, and IT 
companies have no stomach for real capitalistic competition.  They seem 
to be spoiled by historically easy profits, and if this guy thinks 
turning HP into SAP while facing down their current wows with Oracle and 
the Itarium Chip wars, he might just turn HP into a new Novell.

eh - I'm pretty frustrated with it all.  BTW - best as I can tell, once 
the price dropped to 150 all those toucpads sold out at Best Buy in a 
few hours.

Ruben