HP Scores Big Win

Perhaps I should have called this piece “Blogger Eats Words.” Hewlett-Packard has landed (pun intended) precisely the kind of strategic partnership win I recently suggested it is not positioned for, based on its recent description of its portfolio in a quarterly earnings call. The victory comes exactly where I suggested it needed to: with a services-led approach, leveraging the formidable assets of EDS. In an-industry-shaking coup, HP has landed a contract to replace Sabre as the proverbial “airline reservation system” – traditionally, a synonym for “really hard IT stuff” – for American Airlines (more precisely, AMR, the parent company). Read more of this post

Is HP Really A Strategic Enterprise Partner? Disappointing Q3 Betrays Gaps

HP announced third quarter results, and the news wasn’t good. It wasn’t all bad, either – there are bright spots in the portfolio, although not enough. HP’s assessment of the future is upbeat, which seems to have observers all a-twitter (no pun intended.) For me, a fresh look at how HP’s portfolio is structured, and how the pieces are performing, brought its mis-positioning into sharp relief. The fact is, HP is not what it says it is: a strategic enterprise IT partner.

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