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HP To Apple: You Win. - The Washington Post
Keywords:
HP's Apotheker emphasized in an earnings call "the tablet effect is real and sales of the TouchPad are not meeting our expectations. The velocity of change in the personal device marketplace continues to increase as the competitive landscape is growing increasingly more complex especially around the personal computing area." By the tablet effect Apotheker means the Apple iPad. The tablet is becoming popular but not the other tablets from Samsung, HP and other makers. It is the iPad that is the product customers turn to and the tablets of competitors are not accepted as a substitute. As a result CEO Apotheker plans to exit the tablet and PC business.
Disruptions in technology and how it affects Dell, HP, Oracle, IBM, and Microsoft
02/08/2010
How new technologies such as cloud computing, new database technologies, the iPhone and Android smart phones, iPad and tablet PC's, are creating a low growith environment for older established tech companies. Google revenues are catching up with Microsoft as ad revenues continue to increase. Decline in PC sales is reducing growth prospects for Dell, H-P, and Microsoft. Oracle is facing the impact of new database technologies, as it continues to hang on to an older technology. Startups are seeing rapid growth.
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