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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal><span style='font-size:14.0pt;color:black'>Aside from the issue of How the change was handled is the question of moving HP from a hardware based company to a software based company.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt;color:black'><o:p>&nbsp;</o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt;color:black'>Leo, the previous president, had a strong (SAP) software background and that is what he knew.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt;color:black'><o:p>&nbsp;</o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt;color:black'>Maximizing corporate income is the goal of the board, but to completely change the company in one big move is too disruptive regardless of what the board is thinking of.  Of course the rate of change of everything these days is accelerating so the term gradual change is relative.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt;color:black'><o:p>&nbsp;</o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt;color:black'>One issue is very clear.  HP is too BIG!  Its operational efficiency is too low.  It really needs to reorganize and streamline its management structure and product groups.  From the calculator perspective they have been doing that by integrating  calculators into a larger group.  I wonder what the politics of revenue sharing are.  Calculators are a commodity and HP is shifting into a different business, one that should have been a vision move years ago.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt;color:black'><o:p>&nbsp;</o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt;color:black'>X &lt; &gt; Y,<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt;color:black'><o:p>&nbsp;</o:p></span></p><p class=MsoNormal><span style='font-size:14.0pt;color:black'>Richard<o:p></o:p></span></p><p class=MsoNormal><b><span style='font-size:14.0pt;color:lime'><o:p>&nbsp;</o:p></span></b></p><p class=MsoNormal><b><span style='font-size:14.0pt;color:lime'><o:p>&nbsp;</o:p></span></b></p><div><div style='border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'>From:</span></b><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'> hhc-bounces@lists.brouhaha.com [mailto:hhc-bounces@lists.brouhaha.com] <b>On Behalf Of </b>Walter Bonin<br><b>Sent:</b> Sunday, October 30, 2011 9:18 AM<br><b>To:</b> 'Handheld Computing Conference discussion list'<br><b>Subject:</b> Aw: RE: One Last HP PSG reference - with numbers.<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p>&nbsp;</o:p></p><div><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Verdana","sans-serif"'>That would have been politics according to Macchiavelli, controlled by somebody who's up to replace the entire board eventually. If it turns out being &quot;board politics&quot;, however, I'm reluctant to call that &quot;clever&quot; - too many open questions.<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Verdana","sans-serif"'><o:p>&nbsp;</o:p></span></p></div><div><p class=MsoNormal style='margin-bottom:12.0pt'><span style='font-size:9.0pt;font-family:"Verdana","sans-serif"'>Walter<o:p></o:p></span></p></div><div style='border:none;border-left:solid #C3D9E5 1.5pt;padding:0in 0in 0in 8.0pt;margin-left:7.5pt;margin-top:7.5pt;margin-right:3.75pt;margin-bottom:3.75pt;word-wrap: break-word;-webkit-nbsp-mode: space;-webkit-line-break: after-white-space' name=quote><div style='margin-bottom:7.5pt'><p class=MsoNormal><b><span style='font-size:9.0pt;font-family:"Verdana","sans-serif"'>Gesendet:</span></b><span style='font-size:9.0pt;font-family:"Verdana","sans-serif"'>&nbsp;Sonntag, 30. Oktober 2011 um 14:42 Uhr<br><b>Von:</b>&nbsp;&quot;Richard J. Nelson&quot; &lt;<a href="mailto:rjnelsoncf@cox.net">rjnelsoncf@cox.net</a>&gt;<br><b>An:</b>&nbsp;&quot;'Handheld Computing Conference discussion list'&quot; &lt;<a href="mailto:hhc@lists.brouhaha.com">hhc@lists.brouhaha.com</a>&gt;<o:p></o:p></span></p><div><p class=MsoNormal><b><span style='font-size:9.0pt;font-family:"Verdana","sans-serif"'>Cc:</span></b><span style='font-size:9.0pt;font-family:"Verdana","sans-serif"'>&nbsp;<o:p></o:p></span></p></div><p class=MsoNormal><b><span style='font-size:9.0pt;font-family:"Verdana","sans-serif"'>Betreff:</span></b><span style='font-size:9.0pt;font-family:"Verdana","sans-serif"'>&nbsp;RE: One Last HP PSG reference - with numbers. <o:p></o:p></span></p></div><div name=quoted-content><div><div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:14.0pt'>Corporate board politics may have been in play and the plan was to let Leo “step in it” in order to get rid of him. </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:14.0pt'>Making such an announcement was really very stupid. </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:14.0pt'>&nbsp;</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:14.0pt'>Wouldn’t that have been a clever maneuver?</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:14.0pt'>&nbsp;</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:14.0pt'>X &lt; &gt; Y,</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:14.0pt'>&nbsp;</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:14.0pt'>Richard</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><b><span style='font-size:14.0pt'>&nbsp;</span></b><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><b><span style='font-size:14.0pt;font-family:"Tahoma","sans-serif"'>From:</span></b><span style='font-size:14.0pt;font-family:"Tahoma","sans-serif"'> hhc-bounces@lists.brouhaha.com [mailto:hhc-bounces@lists.brouhaha.com] <b>On Behalf Of </b>Howard Owen<br><b>Sent:</b> Friday, October 28, 2011 9:37 PM<br><b>To:</b> Handheld Computing Conference discussion list<br><b>Subject:</b> Re: One Last HP PSG reference - with numbers.</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:14.0pt'>&nbsp;</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:14.0pt'>Even if they don't, it will be hard to convince their customers that isn't in the cards. To be fair, Meg Whitman addressed the uncertainty pretty quickly as these things go. But many pundits are asking why she didn't help deflect his insanity in the first place?<br><br>On Friday, October 28, 2011, Richard &lt;<a href="richard1941@gmail.com" target="_blank">richard1941@gmail.com</a>&gt; wrote:<br>&gt; I think that the fact that they seriously considered dumping the PSG group means they will certainly do so in the future, probably after further politics-based mutilation.</span><o:p></o:p></p></div></div></div></div><div><p class=MsoNormal style='margin-bottom:12.0pt'><span style='font-size:9.0pt;font-family:"Verdana","sans-serif"'><o:p>&nbsp;</o:p></span></p></div></div></div></body></html>