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Microsoft Corporation Message Board

  • msft_victim msft_victim Jun 9, 2013 10:48 PM Flag


    For decades, PC makers had little choice but to succumb to the Microsoft (NASDAQ: MSFT ) and Intel (NASDAQ: INTC ) hegemony known as Wintel. The software giant and chip maker both rose to ubiquity together, enjoying the most valuable roles in the segmented PC value chain. The vast majority of computers ran Windows and were powered by Intel processors during the rise of the PC.

    However, one PC maker has had enough: Hewlett-Packard (NYSE: HPQ ) .

    HP has been in turmoil for years. Mark Hurd's controversial ouster in 2011 also came at a time when the broader computing industry was at an inflection point. Apple had launched the iPad just a year prior, jump-starting the tablet renaissance. Leo Apotheker's reign didn't last long, and current CEO Meg Whitman's turnaround is starting to take shape.

    That turnaround is very much hinged on a broader approach than HP has historically implemented, one that acknowledges the shift away from Microsoft and Intel in favor of iOS, Google (NASDAQ: GOOG ) Android, and ARM-based chips. On the last earnings conference call, Whitman made it clear that HP is intent on "using multiple operating systems, multiple architectures, and multiple form factors" going forward.

    Whereas once HP's PC portfolio were all Windows PCs with Intel inside, HP has now broadened its horizons and is embracing Google's vision of the future. HP released its first Chromebook earlier this year, followed almost immediately by a Slate 7 Android tablet reminiscent of Google's Nexus 7. The Android-powered SlateBook x2 convertible was just announced, which sports an NVIDIA Tegra 4 processor. Google is uprooting many of Microsoft's core businesses, and HP wants in.

    Sentiment: Strong Sell

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