I think that HP's future as a computer company is pretty gloomy. Their products are still Compaq-esk 'open' but proprietary. Their sales force makes bold claims about not going to lose a sale to Dell for price (bullshit). Their first round of tablet PCs are a botch. And their Itanium pricing continues to be on the high side of price not to mention heat especially compared to AMD.
An analysis of the balance sheet says printing & imaging are paying the way and computers are at best breaking even.
Sun, on the other hand, went from us$3.8B in the bank in April to us$5.7B in the bank three weeks ago. It is covering it's operating costs.
Sun is not healthy, to be sure, their multi-threaded SPARC idea has yet to be proven (things like memory bus capacity really are worthy of being pondered -- but we're promised that they've got a rabbit to pull out of their hat). Their Linux non-strategy is a mess and any interaction between SCO and SUN is plainly offensive. N1 and thin clients still have yet to prove their worth or their ability to be integrated into the real world.
I think the answer is wait and see. They are cash-flow positive and as long as that is true they're still in the game. The same can not be said about HP's computer business.
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Re:B.S.
Posted by: Multics on October 03, 2003 10:15 PMAn analysis of the balance sheet says printing & imaging are paying the way and computers are at best breaking even.
Sun, on the other hand, went from us$3.8B in the bank in April to us$5.7B in the bank three weeks ago. It is covering it's operating costs.
Sun is not healthy, to be sure, their multi-threaded SPARC idea has yet to be proven (things like memory bus capacity really are worthy of being pondered -- but we're promised that they've got a rabbit to pull out of their hat). Their Linux non-strategy is a mess and any interaction between SCO and SUN is plainly offensive. N1 and thin clients still have yet to prove their worth or their ability to be integrated into the real world.
I think the answer is wait and see. They are cash-flow positive and as long as that is true they're still in the game. The same can not be said about HP's computer business.
-- Multics
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