Thursday, September 30, 2010

Bill and Dave please calm down!! Apotheker ??

What would the two founders of Hewlett Packard,  Electrical Engineering Majors from Stanford say if they were here today!!  Could the world's largest technology company and the machine Hurd built, benefit from a software leader who has less than 1 year solo CEO experience. HP clearly dominates the PC, server, IT services and printer businesses, could they not have done better.  They are acquiring technology companies at the same rate an overnight watchman drinks coffee. Are they trying to soften the "blow" by bringing Ray Lane into the mix, investors are not that ignorant.  They could have built internal confidence and hired an extremely  competent leader with the appointment of either Todd Bradley (PC Sales) or Tom Hogan (Enterprise Sales).  Go to the outside, grab a Tim Cook (Apple) or give Oracle a taste of their own medicine with an attempt at securing Charles Phillips.  Either way, if the performance mimics that of SAP under Apotheker's watch, get out the riot gear.  After the Carly Fiorina debacle and Compaq blunder fresh in our minds, couldn't they have taken just a bit more time for us, the shareholders! 

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