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Igor Stenmark Blog

Commentary on issues affecting technology buyers, vendors and investors

Blog entries tagged in hpq

Microsoft: A Below Surface View

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
User is currently offline
on Tuesday, 19 June 2012
in Mobile Computing

The announcement of Microsoft long-awaited Surface tablet focused everyone's immediate attention on a few of its hardware features such as the keyboard cover and a USB port. In terms of both opportunity and risk for Microsoft and members of its ecosystem, this announcement represents a seminal event. If Microsoft is successful in gaining market share for Surface and can then extend that initial success to other product initiatives, it can dramatically alter the shape of the PC and mobile computing industry. If it fails, then major changes are likely at Microsoft. Market reaction has been positive as MSFT shares finally moved up today by over 3%.

© (c) 2012 MGI Research, LLC
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HP PC Business Unit Comes Back From the Dead - at Halloween!

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
User is currently offline
on Thursday, 27 October 2011
in Tech Giants

In a change of heart which we were already expecting (see our note: "Who Benefits from Disarray at HP?"), HP announced that it is keeping its PC business. In a funny coincidence, the official announcement takes place right before Halloween. Still, a lot of damage has been done by this jerking around to the HP brand, its reputation with customers, suppliers, distributors and investors.

 

© 2011 MGI Research, LLC
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Too soon to be excited by an HP recovery

Posted by Igor Stenmark
Igor Stenmark
Igor Stenmark is a Managing Director of MGI Research.
User is currently offline
on Thursday, 06 October 2011
in Tech Giants

Real recovery in HP shares is not around the corner

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