Thursday, September 15, 2011

HP spins off PC business

HP spins off PC business

I believe that (perhaps) HP is reading market incorrectly, and even if they turn this their way; company will need at least a 4-5 year makeover period. And who knows, market might surprise them even at that time.

Interestingly, two exactly opposite strategies being tested in the market: Company like Oracle increasing its baggage, Google trying hardware and at the same time traditional HW company like HP shedding its core (DNA?).

Consumerization of IT is going to bridge the gap between what we call two distinct segments LE and Consumer (SMB is already becoming “not that” meaningful segment). At this point of time putting oneself in either of the (wrongly proclaimed “mutually exclusive”) segments does not look like a far sighted wisdom.

The way IT is penetrating individual household (start from Smartphone, Smart TV, Smart Camera Still/Video…….. to increasing personal/household digital content, pervasive computer/laptop/IPAD,….. and do not forget emergence of video/interactive gaming…so children are part of this revolution) and pressing need to seamless communication within these devices as well as among various online/cloud based services accesses is going to transform individual household consuming IT like what a SMB is today. And add to this increasing trend of work from home/entrepreneurship.

If we don’t read correctly, at some point of time in future, some consumer company will start eating up what we call enterprise segment today.

No comments: