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  1.    #1  
    What does everyone think they will discuss? Correct me if I'm wrong, but they didn't do a live webcast of the Feb. 9th event did they? They will be doing one tomorrow, let's hope the show off a device roadmap featuring devices actually designed by HP.

    HP Blogs - HP Summit 2011 quick reference guide for March 14,... - The HP Blog Hub
  2. #2  
    yeah thats what Im hoping too, some solid release dates for the Veer, Pre 3, and Touchpad along with carrier support for all three. Also we need to see what developer support HP has aquired, along with a roadmap of future devices for the 3rd and 4th Q. Preferrably showing off the three models again, with a more optimized OS to show how far along they have come since their show last month.
  3. #3  
    corporate strategy the analysts and their largest enterprise customers.

    they will mention webOS, but it won't be anything new...
  4. cgk
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    #4  
    It will be interesting to see what's said - Leo hasn't impressed the markets so he needs to come out with some solid in terms of his 'reboot' of the company.
  5. cgk
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    #5  
    Hewlett-Packard CEO Leo Apotheker will set out his master plan for the company to investors today, and the webOS platform acquired with Palm will take a central role.

    The turnaround plan is expected to focus on five key areas - along with webOS, these will be competing in enterprise software, kickstarting growth in services, addressing flagging PC demand, and coming up with innovative new lines via revamped R&D spending.

    The last two of these are relevant to webOS too, since the operating system will gain a remit far beyond the smartphone. HP was clear when it acquired Palm that the real prize was a modern, cloud-oriented OS that could be extended across all its product lines, from PCs to printers - the aim was not just to boost HP's standing in smartphones, a market where it will remain a bit player.
    webOS to be at heart of HP's new master plan - Rethink Wireless
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    #6  
    That would be a big ball slap to the face if they didnt announce anything as far as carrier support, pricing, dates or any kind of roadmap.

    It would be like who in the world are they listening to? Not the people who obviously want to buy their devices! (Now thats just stupid)
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  7. #7  
    Here is what it will sound like to me,, blah blah blah. They need to shut up, all they make people want to do is just leave and go elsewhere, if I wasn't sucked in with promises and bought 5 devices for the family, I would have been long gone..
  8. #8  
    this part here in this article is what I believe is the important part of applications...the quality not quanitiy. If they focus on that, to me we shouldnt hear the crying of how many applications is in the catalog, but whats in there..

    Steven McArthur, SVP of the consumer applications business, told Computerworld recently that there will be a two-stage webOS apps strategy. He said: "If you tear apart the app stores of both Android and Apple, you find that a small majority of apps make up the vast majority of downloads, and you find a surprisingly large number of apps make up the filler." So initially, HP will focus on a few strategic apps like Facebook, Yelp and Skype, integrating them tightly with the devices. In terms of new features, its inhouse team will develop a "top app" and then open it to third party developers for extensions.
  9. cgk
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    #9  
    Quote Originally Posted by H-Cubed View Post
    That would be a big ball slap to the face if they didnt announce anything as far as carrier support, pricing, dates or any kind of roadmap.

    It would be like who in the world are they listening to? Not the people who obviously want to buy their devices! (Now thats just stupid)

    This isn't an event aimed at consumers.
    Last edited by CGK; 03/14/2011 at 07:49 AM.
  10. #10  
    anyone expecting carrier announcements are simply going to be disappointed.

    this is for investors. It's a master plan after taking on a CEO role
  11. #11  
    Link

    By Benjamin Pimentel, MarketWatch

    SAN FRANCISCO (MarketWatch) — For Hewlett-Packard Co’s Leo Apotheker, Monday could be the day the beleaguered chief executive reboots his debut at the helm of one of the world’s most important tech companies.

    H-P will kick off a much-anticipated analyst summit where Apotheker is expected to give for investors a clearer sense of where he plans to take the high-tech giant.

    It’s a chance for Apotheker, who took over the top job at H-P in November, to bounce back from a transition that included the controversial ouster of his predecessor, a high-profile lawsuit involving his former employer, and a shake-up of H-P’s board. And to top it off, he had a disappointing quarterly earnings report.

    “Leo’s off to a rocky start,” Steve Allen, an analyst at Sierra Tech Research, said in comments via e-mail.

    Shares of Palo Alto, Calif.-based H-P are down more than 14% over the last month as of late Friday. Most of that drop followed the company’s Feb. 22 earnings report, in which it missed Wall Street’s revenue expectation and issued a weaker-than-expected sales forecast for the fiscal year. The stock has lost much of the ground that it recovered after the surprise departure of previous CEO Mark Hurd last August.

    “Expectations are muted given the Street’s generally poor opinion of management and the board, exacerbated by H-P’s recent disappointing results,” Peter Goldmacher of Cowen & Co. wrote in a note to clients.

    H-P is even taking heat on the corporate governance front after a top shareholder-advisory firm on Thursday blasted the company’s recent board shake-up, saying Apotheker’s role was inappropriate. Read full report on ISS criticizing H-P.

    Also on Thursday, H-P was prompted to publicly deny a media report out of Taiwan that it was considering selling off its personal computer business.
    Long-term direction

    The unsubstantiated talk about the PC business underscored the challenge facing Apotheker at the upcoming San Francisco meeting, where analysts are chomping at the bit to get more details on his long-term strategy.
    Is iPad 2 worth the upgrade?

    Walt Mossberg spent the past week test driving Apple's new iPad 2 and gives us his verdict on whether the changes and new features warrant upgrading to the new version of Apple's popular tablet.

    He has previously stated that, while H-P has a broad portfolio and a strong presence in both the consumer and corporate tech markets, the company must beef up its ability to compete in high-end business services and software.

    This has triggered speculation that the company might de-emphasize, and maybe even get out of, lower-margin businesses, such as PCs.

    Even as analysts discount the prospects for such a move, at least in the short term, Ben Reitzes of Barclays Capital suggested that giving up PCs could make sense for H-P in the future.

    “While we think the move is unlikely, we believe over the long term the potential sale of H-P’s PC business, in an IBM-like move to shed lower-margin businesses, would be a positive event given persistent secular threats in PCs,” he wrote in a research report.

    PC sales currently make up about a third of H-P’s revenue, and the company remains the No. 1 vendor in the world. But analysts see the PC market growing slower in the near future — especially as mobile devices such as smartphones and tablets cannibalize the sale of some lower-end laptop products.
    Meanwhile, in a major and fast-growing PC market — China — H-P has struggled to regain share stemming from the way it handled problems with a laptop line last year. Read full report on H-P's challenges in China.
    A focus on software

    Analysts will likely zero in on how Apotheker plans to give H-P more services and software muscle.

    He tipped his hand on the software front, when H-P announced in mid-February that it was buying Vertica, a business analytics software firm. Days before that, the company also took the wraps off its much-awaited consumer tablet based on the webOS platform, which it acquired with its merger with Palm Inc.

    It was around that time that H-P’s stock posted its biggest gains under Apotheker, rising to $48.99 on Feb. 16, or up 16% since he took over. Analysts say H-P will have to turn to acquisitions to build up its software business.

    “Certainly, some acquisitions would make sense,” Gartner analyst Martin Reynolds said in a phone interview. “They have the cash.”

    And the company also must push higher up the corporate tech market, where big contracts are in play. “H-P has been content selling to CIOs,” Reynolds said, referring to chief information officers.

    But the key hurdle for H-P is this: Companies such as Oracle Corp. and IBM have built up a commanding lead when it comes to the high-end, high-margin segments of the corporate IT market.

    Furthermore, H-P’s software business is small, making up roughly 2% of its total revenue. And one of its arch-rivals in corporate software — Oracle — enlisted former CEO Hurd, who became one of the software giant’s co-presidents under CEO Larrry Ellison.

    But Goldmacher of Cowen & Co. argued that H-P could do in software what it did successfully in hardware by pushing to become the low-cost vendor. While he noted that H-P’s software business is “virtually inconsequential” now, he said what was previously a disadvantage is now a “golden” opportunity.

    “H-P has no legacy business to defend and can enter the space as the low-cost alternative and compete aggressively on price while still entering a margin expanding business opportunity given the inherent profitability of software versus hardware,” he wrote in his report.
    Pushing out webOS

    Analyst Roger Kay of Endpoint Technologies Associated called Goldmacher’s view “an interesting theory,” although he stressed that H-P’s software portfolio is “still pretty modest.”
    Tablet market at risk for bubble?

    A new report from J.P. Morgan warns of a possible over-build of tablets in 2011, predicting that some tablets won't sell well against the iPad 2. MarketWatch’s Dan Gallagher discusses why this could be worse for component suppliers than tablet makers.

    Meanwhile, he added, the company has to make critical choices in the areas where it is strong, particularly in PCs. That market is undergoing a major shift with the rise of the tablets and the smart phones.

    Kay said the most intriguing question for him is what Apotheker plans to do with webOS, and how it plans to compete in the tablet and smart-phone arenas. The company has unveiled plans to roll out consumer tablets based on that operating system in the summer.

    Apotheker also appears to have even broader plans for the platform. He told Bloomberg News this week that he plans to ship webOS on the company’s PC products as well by 2012.

    But it’s an evolving space, with a host of players, including Google Inc. , Apple Inc and Microsoft Corp.

    H-P clearly is betting on the webOS to help it stand out in a crowded field in the consumer market. But the company late last year also rolled out a tablet based on Microsoft’s Windows operating system and an Intel chip that was geared to businesses and institutions, such as schools and hospitals.

    Kay said that, in the PC and mobile computing space, H-P will have to be asking, “Are they betting on the right direction, and what are their options if they haven’t?”


    Benjamin Pimentel is a MarketWatch reporter based in San Francisco.
  12. #12  
    In case anyone wants to watch, the webcast is starting for the event.
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    #13  
    any links to watch this on my pre 2?
  14.    #14  
    In the webcast, in a video right before Leo comes on, they show a touchpad with a rear camera, and they even show the dad taking a picture with it. REAR CAMERA 10" TOUCHPAD!!
  15. cgk
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    #15  
    Leo has now mentioned "Cool WebOs" devices - (That's literally it so far as far as mentions go).
  16. #16  
    Quote Originally Posted by dingwall1 View Post
    In the webcast, in a video right before Leo comes on, they show a touchpad with a rear camera, and they even show the dad taking a picture with it. REAR CAMERA 10" TOUCHPAD!!
    I hope that's on the final product and not just a pre-production model used for the commercial!
  17. cgk
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    #17  
    Quote Originally Posted by dingwall1 View Post
    In the webcast, in a video right before Leo comes on, they show a touchpad with a rear camera, and they even show the dad taking a picture with it. REAR CAMERA 10" TOUCHPAD!!
    I see a lot of editing going on in other forums - posts changing from

    "Who needs a rear camera on a tablet?" to "Who sells a tablet without a rear camera?, it's obvious that the touchpad would have one"
  18. cgk
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    #18  
    Now talking about moving further into higher margin items (expected comment).
  19. #19  
    Quote Originally Posted by CGK View Post
    Leo has now mentioned "Cool WebOs" devices - (That's literally it so far as far as mentions go).
    thanks for the updates bro, I cant watch this as it doesnt have mac support
  20. #20  
    I think they might mention cloud storage and webOS and how you can access your data from a broad range of devices running webos....

    remember that leak of the touchpad with a "free" 20GB of cloud storage?
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