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| No, really, potatoes. |
Change?
You could say that.
Transformation is the new convergence, the new change.
Was the HP decision to let go it's PSG division, one of the Triad, Wall Street driven or some emotional knee-jerk reaction to dismal TouchPad sales?
The answer is 'Yes'. And HP is genius. Mother Blue see's a future without desktops.
It's a crazy world, upside down, inside out - we'll make sense of this over the next 18 months - rationalize or remember.
And we'll hear everything from "
business is proceeding as usual, you will experience little impact", the typical HP Edgeline, Mopier, 9065 talk track to "
see, we told you HP has no loyalty to you, why should you to them?" Dell, Lenovo, Samsung, PC dejour...
We'll read industry pundits explain how 'so and so' will take HP's $42billion company on, re-label and grow.
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| IPG - Supplies, are big. Sustainable? |
Meanwhile, 10,000+ HP employees squirm, VARs scramble, 'loyal' HP Enterprise customers call emergency CIO driven IT meetings, evaluating their 5 year technology refresh plans.
General panic smolders just below the surface and MotherBlue stays the course. She's just too damn big to ignore, she can do absolutely anything she wants...
And this is just the beginning. This is the first in a sequence - tell me, if the largest PC company in the world can get out of PC's, how difficult is it to see the worlds largest printer company, get out of PRINTING?
IPG is 21%(Q1/2011) of HP total revenue - ten years ago, IPG accounted for 43% of revenues.
Guess how much PSG, the division HP is remembering to let go, contributed to total revenues...31%.
Do you see what I see? The biggest question is, who can afford to swallow IPG? Xerox? Ricoh? Cannon? Lexi? Nobody. What about spinning IPG off, all on its lonesome, eh?
Someday...
CONTENT, CONTENT, CONTENT.