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  1. Targon's Avatar
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       #1  
    Now, there has been a lot of rumors and guesses about what will happen, but while watching CNBC today, the HP CEO change has been one of the primary stories for the entire day. One thing from a Meg Whitman interview was that HP WILL hit their numbers for the quarter, which is only six weeks away. She said it with a lot of certainty, and there was some discussion that perhaps she knows something that no one else does.

    One thing that has also been very clear, no mention of webOS has been made, nothing about Palm, smartphones, or tablets. All mention is about selling or spinning off of the PC/laptop business. So, what could be going on that would make SURE that HP would hit their numbers? With the lack of talk about webOS, that would be one very solid possibility, that there IS a deal that is looking good, and the income from that deal might land before the end of the quarter.

    I may be reading too much into this, but Whitman JUST got in as CEO, so what else could make hitting the numbers for the quarter such a certainty?
  2. mosdl's Avatar
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    #2  
    Any deal for webOS will take months for the income to come in. Perhaps more layoffs
    Apps: MyQ for Netflix (Phone/TouchPad), Giantbomb (Phone), Excavate (Reddit/Digg clients for TouchPad)
  3. samab's Avatar
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    #3  
    Do you realize how big HP is?

    HP's quarterly revenue is $30 billion and Palm/Webos's last quarter revenue is like $300 million. Palm/Webos represents 1% of HP's business.
  4. Targon's Avatar
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       #4  
    Quote Originally Posted by mosdl View Post
    Any deal for webOS will take months for the income to come in. Perhaps more layoffs
    If webOS were being SOLD, then yes. A license deal on the other hand COULD happen fairly quickly, and accounting could be finessed to show that HP hit their targets at that point, even if money has not been paid just yet.
  5. samab's Avatar
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    #5  
    Quote Originally Posted by Targon View Post
    If webOS were being SOLD, then yes. A license deal on the other hand COULD happen fairly quickly, and accounting could be finessed to show that HP hit their targets at that point, even if money has not been paid just yet.
    As I said it earlier, do you know how big HP is?

    Everybody else is getting Windows Mobile at $5-10 a piece. You can't even get a rounding error on HP's finances on webos licensing fees.
  6. #6  
    If the purchase of Autonomy were to be held off, it would definitely help the numbers.
  7. cgk
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    #7  
    It seems to be too far gone to stop and the conversations yesterday indicated that the board wants to proceed.

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