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HP CEO: Apple likely to take away PC leadership position next year

post #1 of 59
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HP's new chief executive Meg Whitman told journalists Apple was doing "a great job" and that her company's once much smaller rival could likely pass HP to become the world's leading PC maker next year.

When asked by French newspaper Le Figaro if she agreed with the Canalys forecast predicting that Apple's sales of Macs and iPads would make it the leading PC vendor in 2012, Whitman directly answered "Yes."

She added (via Google translation), "I think it's possible if you integrate the shelves. Apple makes a great job. We need to improve our game and our products to take over the leadership position. Apple could go past HP in 2012. We will try to become the champion in 2013. It takes time for the products on which I have come to influence the market."

Whitman also noted that she devoted two teams of 100 employees in total to study whether or not to spin off or sell HP's Personal Systems Group that builds PCs, a decision that eventually resulted in HP announcing that it would keep the PSG in place.

A separate decision on the fate of HP's webOS will come within the next two weeks, Whitman added, noting that HP still has a team of 600 employees "in limbo" waiting for an answer. AppleInsider previously reported expectations within HP that a decision could come this week.

Asked if tablet computers were comparable to PCs, Whitman answered that they weren't yet, noting that tablets are mainly used to "consume media and emails," and that they can not run "productivity software such as Microsoft."

"Our studies show that this is an additional purchase that does not encroach on the PC market," Whitman said, refuting the iPad's until now uncontroversial impact on the PC market. "This is an important area on which we want to go," she added.

Interestingly, HP beat Apple's iPad to market last year with its Slate PC running Windows 7, a device that could run Microsoft's Office software. However, the market largely ignored the HP Slate PC (and other tablet devices running Windows 7) and HP abandoned the product as it shifted its development resources toward building this year's webOS-powered TouchPad, which also failed to find interest in the market.

Whitman has since indicated that HP's future tablet strategy will return to using Microsoft's Windows 8, which is expected to be available at the end of next year. Microsoft is also rumored to be hedging its tablet bets by bringing its Office software to the iPad, where Apple's own iWork apps exist as top selling productivity software in the App Store.
post #2 of 59
Only if iPads are counted as PCs, something the Apple hating blogs and analysts will spend their dying breaths to prevent. iPads are toys, not computers, or so it goes.
post #3 of 59
Quote:
Originally Posted by lkrupp View Post

Only if iPads are counted as PCs, something the Apple hating blogs and analysts will spend their dying breaths to prevent. iPads are toys, not computers, or so it goes.

It doesn't really matter how those ignorant baboons classify iPads. The fact of the matter is that fewer and fewer people are buying PC's. I wonder why?
post #4 of 59
Quote:
Originally Posted by AppleInsider View Post

"Our studies show that this is an additional purchase that does not encroach on the PC market," Whitman said, refuting the iPad's until now uncontroversial impact on the PC market. "This is an important area on which we want to go," she added.

My comprehension must be slow today, but what does she mean by the "important area in which we want to go"!? Tablets? (Didn't they just get rid of it? Is HP planning to re-enter?) Or PCs? (They still have it, i.e., no 'going' required?).
post #5 of 59
They need 200 employees to do that study? That's some decisive executive.
600 sitting on webOS? At least they are not contributing to the unemployment stats.
post #6 of 59
Refreshing honesty, I admire her for saying that even if it is obvious, most of her peers have their heads in the sand and their spin machines spewing out whatever they can dream up to try to deflect from this. My only argument is her claiming 'it doesn't encroach' ...
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post #7 of 59
Quote:
Originally Posted by digitalclips View Post

Refreshing honesty, I admire her for saying that even if it is obvious, most of her peers have their heads in the sand and their spin machines spewing out whatever they can dream up to try to deflect from this.


You mean like Ballmer and his "Windows era everlasting" comment?
post #8 of 59
Quote:
Originally Posted by Apple ][ View Post

It doesn't really matter how those ignorant baboons classify iPads. The fact of the matter is that fewer and fewer people are buying PC's. I wonder why?

Because they didn't need a PC in the first place. Now they have the lesser alternatives they were lacking.
post #9 of 59
Regardless of the sales volume, isn't Apple's profit margins on each Mac much higher than what HP makes per computer? Why else is HP trying to spin off its PC business?

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post #10 of 59
Quote:
Originally Posted by lightstriker View Post

They need 200 employees to do that study? That's some decisive executive.
600 sitting on webOS? At least they are not contributing to the unemployment stats.

It's a pretty big decision on both fronts-- multi-billion $$. As nice as it is to imagine decisions being led from the top, empirical information is better than a gut-check.

It would be a shame for HP to abandon WebOS altogether, but I think they stumbled just badly enough to make it a challenge for it to be the #2 or 3 player in the market.
post #11 of 59
Quote:
Originally Posted by anantksundaram View Post

My comprehension must be slow today, but what does she mean by the "important area in which we want to go"!? Tablets? (Didn't they just get rid of it? Is HP planning to re-enter?) Or PCs? (They still have it, i.e., no 'going' required?).

There and back again...
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post #12 of 59
Quote:
Originally Posted by lkrupp View Post

You mean like Ballmer and his "Windows era everlasting" comment?

Give him the benefit of the doubt, he was thinking casement windows.
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post #13 of 59
Quote:
Originally Posted by Suddenly Newton View Post

Regardless of the sales volume, isn't Apple's profit margins on each Mac much higher than what HP makes per computer? Why else is HP trying to spin off its PC business?

I bet Apple make more on an iPad let alone a Mac than HP do on a typical PC.
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post #14 of 59
I disagree.

Prior to the iPad if the extent of your computer activities extended to you surfing the Internet, using email, playing an occasional game, and writing documents, you would need to get a PC (Mac or otherwise). Now with the iPad if you only do those limited things, you don't need a PC. An iPad works.



Quote:
Originally Posted by StLBluesFan View Post

Because they didn't need a PC in the first place. Now they have the lesser alternatives they were lacking.
post #15 of 59
Quote:
Originally Posted by StLBluesFan View Post

Because they didn't need a PC in the first place. Now they have the lesser alternatives they were lacking.

Hardly lesser, an iPad2 blows away many a PC for many people.
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post #16 of 59
Meg is right- a tablet is not a pc- it cant run the programs a Pc can and typing is a chore comparibly without adding an external keyboard. I agree that it is mainly used for email and web consumption.

But where meg is wrong is by saying it won't infringe on of sales. How about people that only consume email and surf the web. There are tens of thousands of those people.

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post #17 of 59
Quote:
Originally Posted by anantksundaram View Post

My comprehension must be slow today, but what does she mean by the "important area in which we want to go"!? Tablets? (Didn't they just get rid of it? Is HP planning to re-enter?) Or PCs? (They still have it, i.e., no 'going' required?).

Meg is committed to re-entering the tablet market using an operating system from Microsoft... apparently.
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post #18 of 59
Quote:
Originally Posted by Andysol View Post

But where meg is wrong is by saying it won't infringe on of sales. How about people that only consume email and surf the web. There are tens of thousands of those people.

And households that can now go from two PCs to a single PC and an iPad or two. Two households in my family have done just that in 2011.
post #19 of 59
Quote:
Originally Posted by StLBluesFan View Post

Because they didn't need a PC in the first place. Now they have the lesser alternatives they were lacking.

People are probably going to hate that comment, but it's true. So many things we now take for granted once required a "PC" because that was the only option. 10 years ago, people were more likely to listen to music on CD than mp3. 15 years ago, PCs were mostly graphics and word processing unless you were doing something high end. Internet? That was mostly dialup and AOL. 20 years ago? Please. A PC was a glorified word processor running DOS.

On the other hand, the "personal computer" can't get much more personal than a tablet. And there's no way to suggest an iPad isn't a computer. But then, the question becomes: What is a computer? I mean, geez, look at how much tech is in a smartphone compared to what was in a 386.
post #20 of 59
If you read her comments, you'll notice Whitman isn't making any sense. And it doesn't seem to be the french.
post #21 of 59
Quote:
Originally Posted by Quadra 610 View Post

If you read her comments, you'll notice Whitman isn't making any sense. And it doesn't seem to be the french.

That is my sense too.
post #22 of 59
Quote:
a tablet is not a pc- .... typing is a chore comparibly without adding an external keyboard.

Until iPad 3 is released with Siri.
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post #23 of 59
Quote:
Originally Posted by DennyL View Post

Until iPad 3 is released with Siri.

Exactly. If iPad 3 does have Siri, it will be pandemonium to get an iPad device. And I'll be right there to get mine!
post #24 of 59
Quote:
Originally Posted by DennyL View Post

Until iPad 3 is released with Siri.

Awkward moments dictating your romance novel in the local Starbucks. Lol.

(Not you specifically)
post #25 of 59
Quote:
Originally Posted by Apple ][ View Post

It doesn't really matter how those ignorant baboons classify iPads. The fact of the matter is that fewer and fewer people are buying PC's. I wonder why?

Because you're wrong.

The PC market is still growing:
http://www.reuters.com/article/2011/...7871EB20110908

The RATE of growth has certainly slowed down, but it's still growing - which means that your statement (that fewer people are buying PCs) is wrong.
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post #26 of 59
Quote:
Apple could go past HP in 2012. We will try to become the champion in 2013. It takes time for the products on which I have come to influence the market."

Did anyone else think she sounded a bit...full of herself here?
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post #27 of 59
I can defiantly see Apple becoming the major PC manufacturer in the US. In the world? I am not sure of that.

iPad being a competitor to the PC? I do see the iPad becoming a competitor to the PC but not in 2012. Maybe in 2013. I can see the iPad doing things that Laptops can do some day. Thats when Laptops will start to become obsolete.

In some ways Apple is in a major growth and development stage. I honestly think that the best is yet to come.
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post #28 of 59
Microsoft's Mundie should take lessons from Whitman in how to speak honestly.

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post #29 of 59
Let me guess, her solution is to use a bloated, super expensive, Microsoft Windows OS on a tablet? Where have we seen this story before....
post #30 of 59
HP needs to streamline its product lines like Apple did over 10 years ago. There are way too many models of PC's , Servers, Printers, and scanners.

HP should keep WebOS and make it the OS for all its printers, scanners, and monitors.
post #31 of 59
Quote:
Originally Posted by Andysol View Post

Meg is right- a tablet is not a pc- it cant run the programs a Pc can and typing is a chore comparibly without adding an external keyboard. I agree that it is mainly used for email and web consumption.

A tablet is a computer but not a PC, I guess. In the same way a Mac is not a PC. But really, all three are PC's. Using a PC without adding a keyboard is also a chore, in fact it is impossible. Unless it is a laptop, of course.
post #32 of 59
Quote:
Originally Posted by Andysol View Post

Meg is right- a tablet is not a pc- it cant run the programs a Pc can and typing is a chore comparibly without adding an external keyboard. I agree that it is mainly used for email and web consumption.

But where meg is wrong is by saying it won't infringe on of sales. How about people that only consume email and surf the web. There are tens of thousands of those people.

I would say those surf web/email people are in the millions if not 10s of millions.
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post #33 of 59
Quote:
Originally Posted by jragosta View Post

Because you're wrong.

The PC market is still growing:
http://www.reuters.com/article/2011/...7871EB20110908

The RATE of growth has certainly slowed down, but it's still growing - which means that your statement (that fewer people are buying PCs) is wrong.

You're usually dead on with most of your posts but in this post you're contradicting yourself. If the rate of growth has slowed down...that still means fewer people are buying PCs, right? One has a direct correlation with the other, no?


EDIT: Sorry, I read it wrong. You were saying the same as I was.

EDIT #2: Or are you not? Man, my brain is shot today......

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post #34 of 59
Quote:
Originally Posted by Dickprinter View Post

You're usually dead on with most of your posts but in this post you're contradicting yourself. If the rate of growth has slowed down...that still means fewer people are buying PCs, right? One has a direct correlation with the other, no?


EDIT: Sorry, I read it wrong. You were saying the same as I was.

EDIT #2: Or are you not? Man, my brain is shot today......

NO. The rate of growth is slowing down, but it's still growing. Each year, more PCs are sold than the year before, so fewer people are NOT buying PCs.

Using Reuter's data, 3.8% more PCs will be sold this year than last year.
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post #35 of 59
Quote:
Originally Posted by jragosta View Post

Because you're wrong.

The PC market is still growing:
http://www.reuters.com/article/2011/...7871EB20110908

The RATE of growth has certainly slowed down, but it's still growing - which means that your statement (that fewer people are buying PCs) is wrong.

Globally, you're correct. Even though PC sales have dramatically declined, the growth rate was down to 3.8%, according to your link, so there still is a slight growth.

The iPad is certainly affecting PC sales in western countries. The global market includes third world countries and places where manufacturers dump their cheap netbooks. That's probably the only reason why PC sales still showed a 3.8% growth rate globally. In Europe and America, PC sales are shrinking.

Overall sale in Europe and America shrink as worldwide growth comes close to stalling - but analysts differ on whether tablets are to blame

http://www.guardian.co.uk/technology...ales-quarterly


Dell's PC sales fall 8%

http://money.cnn.com/2011/05/17/tech...ings/index.htm

Gartner, the firm used in your link even admits that the decline in PC sales is due in part to the iPad.

Beyond belt tightening, Gartner notes that the slowed PC growth is due in part to strong sales of Appleā€™s iPad line and other tablets.

http://www.bgr.com/2011/06/09/pc-sal...other-tablets/

In the USA (the most important place in the world), PC sales only grew with 1.1%. Soon, we'll be seeing negative growth. In the EMEA region, sales were actually down 2.9%.

http://www.forbes.com/sites/ericsavi...-now-2-vendor/

Apple's sales are growing at a far larger percentage rate than anybody else.
post #36 of 59
Quote:
Originally Posted by jragosta View Post

NO. The rate of growth is slowing down, but it's still growing. Each year, more PCs are sold than the year before, so fewer people are NOT buying PCs.

Using Reuter's data, 3.8% more PCs will be sold this year than last year.

So that means fewer people than originally forecasted are buying PCs. So he really was correct with what he was saying....

There is still growth in the PC industry but less folks are buying than last year or what was forecasted for this year which means exactly that; fewer people are buying.

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post #37 of 59
Quote:
Originally Posted by Dickprinter View Post

So that means fewer people than originally forecasted are buying PCs. So he really was correct with what he was saying....

There is still growth in the PC industry but less folks are buying than last year or what was forecasted for this year which means exactly that; fewer people are buying.

No - it really does mean that 3.8% more will be sold this year if the forecast is accurate. The rate at which they are being sold is still increasing. But less fast than before - the second derivative of sales w.r.t time is decreasing.
post #38 of 59
Quote:
Originally Posted by muppetry View Post

The rate at which they are being sold is still increasing. But less fast than before - the second derivative of sales w.r.t time is decreasing.

Hmmm.......I think you mean to say that the first derivative is positive (i.e., rate of growth is still greater than zero), but the second derivative is negative (i.e., the rate of growth of the rate of growth is negative), no?

What does it mean to say that the "second derivative.... is decreasing"?
post #39 of 59
Quote:
Originally Posted by anantksundaram View Post

Hmmm.......I think you mean to say that the first derivative is positive (i.e., rate of growth is still greater than zero), but the second derivative is negative (i.e., the rate of growth of the rate of growth is negative), no?

What does it mean to say that the "second derivative.... is decreasing"?

Absolutely correct. I wrote that in way too much of a hurry. First derivative is positive, second derivative is negative. Thanks. Second derivative decreasing would mean that third derivative is negative - not what I meant at all.
post #40 of 59
Quote:
Originally Posted by muppetry View Post

Absolutely correct. I wrote that in way too much of a hurry. First derivative is positive, second derivative is negative. Thanks. Second derivative decreasing would mean that third derivative is negative - not what I meant at all.

Third derivatives are way too much for me.....
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