This is a good editorial:
http://www.splatf.com/2011/08/hp-apple/
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In all of these markets, the company that HP is chasing is Apple. The Mac is capturing the high end of the consumer PC market, the iPhone is capturing the majority of the mobile industry’s profits, and the iPad is the only tablet that matters.
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Ultimately, these look like the right moves. Yes, it might mean HP is smaller, and its future addressable markets aren’t as big or as cool.
But the alternative is worse: Running a money-losing tablet and phone business into the ground, watching a PC business suffer through a shrinking market, and not having the capital and time to focus on promising, new opportunities when they present themselves.
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