HPは絶望的?
下記の記事が出ている。
How a desperate HP suspended disbelief for Autonomy deal
REUTERS: November 30, 2012
http://www.reuters.com/article/2012/11/30/us-hp-autonomy-idUSBRE8AT09X20121130
他に目玉がないとなると,投資家は一斉に離散してしまう。
世の中「ゼニ」だ。
なお,HPの経営上の問題点は,他にもいろいろある。その一部については,先日開催された国際会議でも指摘した。
なお,下記のような記事も出ている。
Pomerantz Law Firm has Filed a Class Action Against Autonomy Corporation, Deloitte LLP, Hewlett-Packard Company and Certain Officers and Directors -- HPQ
Nasdaq: November 30, 2012
http://www.nasdaq.com/article/pomerantz-law-firm-has-filed-a-class-action-against-autonomy-corporation-deloitte-llp-hewlett-pac-20121130-00783
Shareholders Sue Everyone Over HP/Autonomy Deal
Web Pro: November 30, 2012
http://www.webpronews.com/shareholders-sue-everyone-over-hpautonomy-deal-2012-11
How the blame game has shifted to the auditors
Irish Examiner: December 1, 2012
http://www.irishexaminer.com/business/how-the-blame-game-has-shifted-to-the-auditors-215667.html
[追記:2012年12月2日]
関連記事を追加する。
A Clash of Auditors in H.P. Deal
New York Times: November 29, 2012
http://www.nytimes.com/2012/11/30/business/auditors-clash-in-hp-deal-for-autonomy.html
Deloitte and KPMG drawn into Autonomy accounting row
Telegraph: 29 November, 2012
http://www.telegraph.co.uk/finance/newsbysector/mediatechnologyandtelecoms/9712544/Deloitte-and-KPMG-drawn-into-Autonomy-accounting-row.html
Hewlett-Packard's $11 billion Autonomy fiasco was preceded by many red flags
Orovillemr: December 1, 2012
http://www.orovillemr.com/business/ci_22102226/hewlett-packard-hp-11-billion-autonomy-fiasco-was-preceded-ref-flags
[追記:2012年12月3日]
関連記事を追加する。
HP's woes persist as Autonomy deal goes bad
Computer World: December 3, 2012
http://www.computerworld.com/s/article/9234189/HP_s_woes_persist_as_Autonomy_
deal_goes_bad
[追記:2012年12月4日]
関連記事を追加する。
Autonomy founder attacks HP fraud charges with new website
Register: 4 December, 2012
http://www.theregister.co.uk/2012/12/04/autonomy_lynch_website/
[追記:2012年12月9日]
関連記事を追加する。
Why Breaking Up H.P. Makes Sense
New York Times: December 6, 2012
http://dealbook.nytimes.com/2012/12/06/why-breaking-up-h-p-makes-sense/
Can Big Data Actually Be The Thing That Saves HP?
CRN: December 7, 2012
http://www.crn.com/news/applications-os/240144016/can-big-data-actually-be-the-thing-that-saves-hp.htm
2012 Was Hewlett-Packard's Worst Nightmare
Daily Finance: December 7, 2012
http://www.dailyfinance.com/2012/12/07/2012-was-hewlett-packards-worst-nightmare/
HP, RIM take flak from nervous financial industry customers
REUTERS: December 6, 2012
http://www.reuters.com/article/2012/12/06/us-hp-rim-pushback-idUSBRE8B51JF20121206
[追記:2012年12月10日]
関連記事を追加する。
Autonomy's Lynch Hasn't Heard From HP in Accounting Row
Bloomberg: December 10, 2012
http://www.bloomberg.com/news/2012-12-10/autonomy-s-lynch-hasn-t-heard-from-hp-in-accounting-row.html
Dell founder 'turned down Autonomy'
Telegraph: 10 December, 2012
http://www.telegraph.co.uk/finance/newsbysector/mediatechnologyandtelecoms/
9732005/Dell-founder-turned-down-Autonomy.html
'Big Four' auditors snagged by controversy
Star Tribune: December 9, 2012
http://www.startribune.com/business/182625831.html
Deloitte hires former SEC chief accountant
REUTERS: December 5, 2012
http://www.reuters.com/article/2012/12/05/us-usa-accounting-deloitte-kroeker-idUSBRE8B411V20121205
[追記:2012年12月11日]
関連記事を追加する。
HP still top of PC league, but trailing fourth in all-devices rankings
Register: 10 December, 2012
http://www.channelregister.co.uk/2012/12/10/hp_smart_devices_relevance/
[追記:2012年12月12日23:09]
関連記事を追加する。
Autonomy spurs questions on looming accounting overhaul
REUTERS: December 12, 2012
http://www.reuters.com/article/2012/12/12/us-usa-accounting-revenue-idUSBRE8BB09G20121212
[追記:2012年12月14日]
関連記事を追加する。
US financial watchdog reports deficiencies in big accountancy firms' audit work
Out-Law: 12 December, 2012
http://www.out-law.com/en/articles/2012/december/us-financial-watchdog-reports-deficiencies-in-big-accountancy-firms-audit-work/
Hong Kong Watchdog Repeats Call for Banks IPO Liability
Bloomberg: December 12, 2012
http://www.bloomberg.com/news/2012-12-12/hong-kong-watchdog-repeats-call-for-banks-ipo-liability.html
[追記:2012年12月15日]
関連記事を追加する。
Can Icahn Save HP?
Trefis: December 14, 2012
http://www.trefis.com/stock/tech/articles/158778/can-icahn-save-hp/2012-12-14
Seven Years Later, HP’s Pretexting Scandal Is Finally Over
All Things D: December 14, 2012
http://allthingsd.com/20121214/seven-years-later-hps-pretexting-scandal-is-finally-over/
[追記:2012年12月17日]
関連記事を追加する。
Hewlett-Packard's Meg Whitman is facing an unwinnable fight
Guardian: 17 December, 2012
http://www.guardian.co.uk/technology/2012/dec/17/hewlett-packard-meg-whitman
[追記:2012年12月18日]
関連記事を追加する。
Accounting For HP's Bad Valuations
Seeking Alpha: December 17, 2012
http://seekingalpha.com/article/1068381-accounting-for-hp-s-bad-valuations
[追記:2012年12月19日22:09]
関連記事を追加する。
Ex-HP CEO Apotheker Points Finger At HP Board Over Autonomy
CRN: December 13, 2012
http://www.crn.com/news/applications-os/240144405/ex-hp-ceo-apotheker-points-finger-at-hp-board-over-autonomy.htm
[追記:2012年12月25日]
関連記事を追加する。
Will Hewlett-Packard Finally Get It Together?
Daily Finance: December 22, 2012
http://www.dailyfinance.com/2012/12/22/will-hewlett-packard-finally-get-it-together/
The 5 biggest tech failures of 2012
Extreme Tech: December 21, 2012
http://www.extremetech.com/extreme/143869-the-5-biggest-tech-failures-of-2012
[追記:2012年12月27日]
関連記事を追加する。
After a Cautious 2012, HP Looks Ahead
PC Magazine: December 25, 2012
http://www.pcmag.com/article2/0,2817,2413454,00.asp
[追記:2012年12月29日]
関連記事を追加する。
HP-Autonomy acquisition under US govt investigation
ZDNet: December 28, 2012
http://www.zdnet.com/hp-autonomy-acquisition-under-us-govt-investigation-7000009211/
[追記:2012年12月30日]
関連記事を追加する。
HP fights back on Autonomy 'fraud'
Telegraph: 29 December, 2012
http://www.telegraph.co.uk/finance/newsbysector/
mediatechnologyandtelecoms/electronics/9771084/HP-fights-back-on-Autonomy-fraud.html
[追記:2012年12月31日]
関連記事を追加する。
Autonomy's Lynch defends record as HP confirms Federal probe
REUTERS: December 28, 2012
http://www.reuters.com/article/2012/12/28/us-hp-autonomy-idUSBRE8BR08H20121228
[追記:2013年1月1日]
関連記事を追加する。
US, UK probe HP claims of accounting mischief at Autonomy
Register: 31 December, 2012
http://www.theregister.co.uk/2012/12/31/autonomy_investigation_
department_of_justice_serious_fraud_office/
[追記:2013年1月2日]
関連記事を追加する。
Former Autonomy CEO Mike Lynch claims Hewlett-Packard is ‘watering down’ accusations against him
the Drum: 31 December, 2012
http://www.thedrum.com/news/2012/12/31/former-autonomy-ceo-mike-lynch-claims-hewlett-packard-watering-down-accusations
[追記:2013年1月3日]
関連記事を追加する。
Analysis: For tech investors, it's hard to know when to bolt
REUTERS: December 27, 2012
http://www.reuters.com/article/2012/12/27/us-investing-tech-idUSBRE8BQ0HG20121227
Worst of 2012: Why HP Is the Dow’s Biggest Loser
Fiscal Times: December 27, 2012
http://www.thefiscaltimes.com/Articles/2012/12/27/Worst-of-2012-Why-HP-Is-the-Dows-Biggest-Loser.aspx
[追記:2013年1月6日]
関連記事を追加する。
US regulators investigating alleged accounting irregularities at Autonomy, according to HP document
Out-Law: 04 January, 2013
http://www.out-law.com/en/articles/2013/january/us-regulators-investigating-alleged-accounting-irregularities-at-autonomy-according-to-hp-document/
Analysts Worry About Repeat of HP/Autonomy Scenario Under New Revenue Reporting Rules
Bloomberg BNA: January 4, 2013
http://www.bna.com/analysts-worry-repeat-b17179871711/
HP sets out sell-off strategy for "underperforming" business units
IT Pro: 2 January, 2013
http://www.itpro.co.uk/644833/hp-sets-out-sell-off-strategy-for-underperforming-business-units
[追記:2013年1月7日]
関連記事を追加する。
Insider reveals creative Autonomy accounting
IT News: January 7, 2013
http://www.itnews.com.au/News/327869,insider-reveals-creative-autonomy-accounting.aspx
Pressure grows to bring auditors to account
Financial Times: January 6, 2013
http://www.ft.com/cms/s/0/fabf7bc0-282a-11e2-afd2-00144feabdc0.html#axzz2HIVK50rr
Questioning Receivable Wisdom at H-P
Wall Street Journal: January 3, 2012
http://online.wsj.com/article/SB10001424127887323689604578219683609458760.html
[追記:2013年1月8日]
関連記事を追加する。
Hewlett-Packard: Four Big Mistakes
Motley Fool: January 7, 2013
http://beta.fool.com/leokornsun/2013/01/07/hewlett-packard-heavyweight-featherweight-four-ste/20328/
[追記:2013年1月9日]
関連記事を追加する。
HP looks to marketing to drive turnaround
Marketing Week: 8 January, 2013
http://www.marketingweek.co.uk/news/hp-looks-to-marketing-to-drive-turnaround/4005273.article
[追記:2013年1月12日]
関連記事を追加する。
Meg Whitman's task at HP has only gotten harder
Financial Review: 10 January, 2013
http://www.afr.com/p/technology/meg_whitman_task_at_hp_has_only_r5VtonSGC88LfQtKlongdL
Hewlett-Packard's New Releases Will Not Boost Price Multiples
Seeking Alpha: January 10, 2013
http://seekingalpha.com/article/1105591-hewlett-packard-s-new-releases-will-not-boost-price-multiples
HP's turnaround efforts: what the Enterprise Services division is doing to help
Datacenter Dynamics: 11 January, 2013
http://www.datacenterdynamics.com/focus/archive/2013/01/hp%E2%80%99s-turnaround-efforts-what-enterprise-services-division-doing-help
Bad news: PC slump worse than feared. Good news: It's Friday
Register: 11 January, 2013
http://www.theregister.co.uk/2013/01/11/idc_pc_shipments_q4_2012/
私の見解では,(PCの将来性がなくなってきていると考えられているので,それしか生き残りの道がなかったのかもしれないが)HPがパブリッククラウドに傾斜し過ぎていることに全ての原因がある。破滅必至と思われる。HPに限らず,世界的な規模で,パブリッククラウドビジネスが危機に直面している。頼りすぎると大変なことになる。
[追記:2013年1月13日]
関連記事を追加する。
CEO of beleaguered HP made $15.4M last year
CNET: January 12, 2013
http://news.cnet.com/8301-1001_3-57563654-92/ceo-of-beleaguered-hp-made-$15.4m-last-year/
[追記:2013年1月16日]
関連記事を追加する。
H-P CEO Whitman Confident That Company Turnaround Will Work
Fox Business: January 15, 2013
http://www.foxbusiness.com/technology/2013/01/15/h-p-ceo-whitman-confident-that-company-turnaround-will-work/
HP looks for ways to get back into smartphones
U-T San Diego: January 15, 2013
http://www.utsandiego.com/news/2013/jan/15/Meg-Whitman-sees-HP-in-smartphones/
Investors Watch List: Citigroup Inc. (NYSE:C), Hewlett Packard (NYSE:HPQ)
SB Wire: January 14, 2013
http://www.sbwire.com/press-releases/investors-watch-list-citigroup-inc-nysec-hewlett-packard-nysehpq-195999.htm
Return To Prominence: HP Vs. Dell
Seeking Alpha: January 14, 2013
http://seekingalpha.com/article/1110971-return-to-prominence-hp-vs-dell
[追記:2013年1月17日]
関連記事を追加する。
H.P. Said to Field Takeover Inquiries for Autonomy and E.D.S. Units
New York Times: January 16, 2013
http://dealbook.nytimes.com/2013/01/16/h-p-said-to-field-takeover-inquiries-for-autonomy-and-e-d-s-units/
HP's Whitman will not sell Autonomy, EDS: sources
ZDNet: January 16, 2013
http://www.zdnet.com/hps-whitman-will-not-sell-autonomy-eds-sources-7000009904/
[追記:2013年1月19日]
関連記事を追加する。
Q&A: Meg Whitman on fixing HP and Autonomy's accounting troubles
Los Angeles Times: January 17, 2013
http://www.latimes.com/business/technology/la-fi-tn-qa-meg-whitman-on-fixing-hp-and-autonomys-accounting-troubles-20130115,0,5697376.story
Whitman speaks out about going public with Autonomy concerns
IT Pro: 18 January, 2013
http://www.itpro.co.uk/645166/whitman-speaks-out-about-going-public-with-autonomy-concerns
Meg Whitman Admits That HP 'Paid Too Much' For Autonomy
Business Insider: January 16, 2013
http://www.businessinsider.com/meg-whitman-blames-deloitte-for-autonomy-2013-1
Why Hewlett-Packard Is Not A Takeover Target, And Never Will Be
Seeking Alpha: January 18, 2013
http://seekingalpha.com/article/1120901-why-hewlett-packard-is-not-a-takeover-target-and-never-will-be
HP's Autonomy Gave Away Augmented Reality Tech to Brands
ad Age: January 18, 2013
http://adage.com/article/digital/hp-s-autonomy-gave-augmented-reality-tech-brands/239268/
[追記:2013年1月22日]
関連記事を追加する。
Inside H-P's Missed Chance To Avoid a Disastrous Deal
Wall Street Journal: January 21, 2013
http://online.wsj.com/article/SB10001424127887323635504578211743521976174.html
Accounting for taste?
CRN: 21 January, 2013
http://www.channelweb.co.uk/crn-uk/feature/2237722/accounting-for-taste
[追記:2013年1月28日]
関連記事を追加する。
The Morning Download: The Baggage of Failure
Wall Street Journal: January 18, 2013
http://blogs.wsj.com/cio/2013/01/18/the-morning-download-the-baggage-of-failure/
[追記:2013年2月2日]
関連記事を追加する。
HP closes German site, lays off 850 employees
ZDNet: February 1, 2013
http://www.zdnet.com/hp-closes-german-site-lays-off-850-employees-7000010699/
HP workers halt legal fight against bosses over 29,000 job cuts
Channel Register: 1 February, 2013
http://www.channelregister.co.uk/2013/02/01/ewc_drops_hp_lawsuit/
[追記:2013年2月4日]
関連記事を追加する。
HP officially launches the HP Pavilion 14, its first Chromebook, for $329.99
TNW: 4 February, 2013
http://thenextweb.com/google/2013/02/04/hp-officially-launches-the-hp-pavilion-14-its-first-chromebook-for-329-99/
[追記:2013年2月7日]
関連記事を追加する。
HP Slams Dell Buyout: 'Dell Has A Very Tough Road Ahead'
Huffington Post: February 5, 2013
http://www.huffingtonpost.com/2013/02/05/hp-dell-buyout_n_2625389.html
[追記:2013年2月9日]
関連記事を追加する。
Hewlett Packard disses Dell deal
MSN: February 6, 2013
http://money.msn.com/top-stocks/post.aspx?post=c9c71493-ab26-4651-9d34-57c3b0226a69
Why HP may owe an apology to ex-CEO Leo Apotheker
CBS: February 7, 2013
http://www.cbsnews.com/8301-505124_162-57567965/why-hp-may-owe-an-apology-to-ex-ceo-leo-apotheker/
Report: HP still has no idea what to do with itself
Gigaom: February 5, 2013
http://gigaom.com/2013/02/05/report-hp-still-has-no-idea-what-to-do-with-itself/
[追記:2013年2月12日]
関連記事を追加する。
U.K. regulators probe Autonomy’s finances before HP deal
Washington Post: February 11, 2013
http://www.washingtonpost.com/business/autonomy-finances-before-hp-deal-probed-by-uk-regulator/2013/02/11/75bd02d2-7454-11e2-9889-60bfcbb02149_story.html
[追記:2013年2月15日]
関連記事を追加する。
Why HP should embrace Android for tablets
PC World: February 14, 2013
http://www.pcworld.com/article/2028168/why-hp-could-embrace-android-for-tablets.html
[追記:2013年2月21日]
関連記事を追加する。これまでの危機の原因は,要するに,経営トップの能力不足と優柔不断にある。未来に対する定見も哲学も何もない。この要素が継続する限り,HPの将来は全くないと思われる。
HP CEO talks up uncertainty in Dell buy-out
Register: 20 February, 2013
http://www.theregister.co.uk/2013/02/20/whitman_on_dell_buy_out/
[追記:2013年2月22日]
関連記事を追加する。
Hewlett-Packard sees sales fall 6%
BBC: 21 February, 2013
http://www.bbc.co.uk/news/business-21542485
H.P. Reports Decline in Revenue and Profit
New York Times: February 21, 2013
http://www.nytimes.com/2013/02/22/technology/hp-reports-decline-in-revenue-and-profit.html
[追記:2013年2月24日]
関連記事を追加する。
HP shares jump on recovery hope; analysts raise price targets
REUTERS: February 22, 2013
http://www.reuters.com/article/2013/02/22/us-hp-results-research-idUSBRE91L0KG20130222
[追記:2013年2月25日]
関連記事を追加する。
HP eyes tablet comeback with Android-backed Slate 7
REUTERS: February 24, 2013
http://www.reuters.com/article/2013/02/24/us-hewlettpackard-tablet-idUSBRE91N0GF20130224
Fondling again: HP slates new tablet for April
Register: February 24, 2013
http://www.theregister.co.uk/2013/02/24/hp_launches_boring_android_tablet/
Printer ink cartridges: why you're paying more but getting a lot less
Guardian: 23 February, 2013
http://www.guardian.co.uk/money/2013/feb/23/printer-ink-cartridges-paying-more-getting-less
[追記:2013年2月26日]
関連記事を追加する。
HP joins Hadoop party with security plug-in for ArcSight
ZDNet: February 25, 2013
http://www.zdnet.com/hp-joins-hadoop-party-with-security-plug-in-for-arcsight-7000011799/
[追記:2013年2月27日]
関連記事を追加する。
HP offloads Palm WebOS assets to Korea's LG
BBC: 26 February, 2013
http://www.bbc.co.uk/news/technology-21587666
HP Announces New Security Research Organization at RSA
eSecurity Planet: February 26, 2013
http://www.esecurityplanet.com/network-security/hp-announces-new-security-research-organization-at-rsa.html
[追記:2013年3月12日]
関連記事を追加する。
HP's Autonomy acquisition probed by U.K. regulators
CNET: March 11, 2013
http://news.cnet.com/8301-1001_3-57573739-92/hps-autonomy-acquisition-probed-by-u.k-regulators/
[追記:2013年3月21日]
関連記事を追加する。
HP quashes investor unrest, looks to servers for salvation
PC World: March 20, 2013
http://www.pcworld.com/article/2031455/hp-quashes-investor-unrest-looks-to-servers-for-salvation.html
[追記:2013年3月22日]
関連記事を追加する。
H.P.’s Board Wins Re-election, but Change May Be Coming Anyway
New York Times: March 20, 2013
http://bits.blogs.nytimes.com/2013/03/20/h-p-s-board-wins-re-election-but-change-may-be-coming-anyway/
[追記:2013年3月28日]
関連記事を追加する。
HP Shareholder Claims Over Autonomy Accounting Are Withdrawn
Bloomberg: March 16, 2013
http://www.bloomberg.com/news/2013-03-16/hp-shareholder-claims-over-autonomy-accounting-are-withdrawn.html
Hewlett-Packard Company (NYSE:HPQ) has stopped innovating says former Autonomy head
US Market Buzz: March 15, 2013
http://usmarketbuzz.com/hpq-hewlett-packard-company-nysehpq-has-stopped-innovating-says-former-autonomy-head-1722#
Serious Fraud Office investigating Autonomy over HP claims
digital spy: March 12, 2013
http://www.digitalspy.co.uk/tech/news/a465127/serious-fraud-office-investigating-autonomy-over-hp-claims.html
[追記:2013年4月3日]
関連記事を追加する。
HP shares sink after Goldman Sachs downgrade to ''sell''
REUTERS: April 2, 2013
http://www.reuters.com/article/2013/04/02/us-hp-shares-idUSBRE9310NX20130402
[追記:2013年4月5日]
関連記事を追加する。
HP chairman Lane resigns, Whitworth takes over for now
REUTERS: April 4, 2013
http://www.reuters.com/article/2013/04/04/us-hp-chairman-idUSBRE93312U20130404
[追記:2013年4月6日]
関連記事を追加する。
Hewlett-Packard board shakeup gives CEO Meg Whitman chance to shake off past
Washington Post: April 5, 2013
http://www.washingtonpost.com/business/hp-board-shakeup-gives-meg-whitman-chance-to-shake-off-past/2013/04/05/91002108-9dfa-11e2-9219-51eb8387e8f1_story.html
[追記:2013年4月20日]
関連記事を追加する。
Beware the fake OpenStack clouds
InfoWorld: April 19, 2013
http://www.infoworld.com/d/cloud-computing/beware-the-fake-openstack-clouds-216697
[追記:2013年4月26日]
関連記事を追加する。
HP (HPQ) Declines, PC Bear Says He Wasn't Bearish Enough
Street Insider: April 11, 2013
http://www.streetinsider.com/Analyst+Comments/HP+(HPQ)+Declines,+PC+Bear+Says+He+Wasnt+Bearish+Enough/8247709.html
[追記:2013年6月1日]
関連記事を追加する。
HP results down amid decline in overall PC sales
USA Today: May 22, 2013
http://www.usatoday.com/story/tech/2013/05/22/hewlett-packard-meg-whitman-results-pc-sales/2351015/
[追記:2013年6月8日]
関連記事を追加する。
HP's Ray Lane faces $100m tax bill over 'sham' tax shelter
Register: 7 June, 2013
http://www.theregister.co.uk/2013/06/07/ray_lane_100m_tax_bill_irs/
[追記:2013年7月29日]
関連記事を追加する。
Another 787 Problem for Boeing, HP Dips on Fellow PC Player’s Results, and 3 More Hot Stocks
Cheat Sheet: July 19, 2013
http://wallstcheatsheet.com/stocks/another-787-problem-for-boeing-hp-dips-on-fellow-pc-players-results-and-3-more-hot-stocks.html/
[追記:2013年8月22日]
関連記事を追加する。
HP switches executives as revenue slides
REUTERS: August 21, 2013
http://www.reuters.com/article/2013/08/21/us-hp-results-idUSBRE97K15320130821
Hewlett-Packard says revenue growth next year 'unlikely'
BBC: 22 August, 2013
http://www.bbc.co.uk/news/business-23790596
[追記:2013年9月17日]
関連記事を追加する。
HP UK boss sent down ... under (yes, he's going to Australia)
Channel Register: 16 September, 2013
http://www.channelregister.co.uk/2013/09/16/wilson_leaves_hp_uk/
[追記:2014年4月7日]
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Hewlett-Packard shares look cheap despite big rebound: Barron's
REUTERS: April 6, 2014
http://www.reuters.com/article/2014/04/06/us-hewlettpackard-shareprice-idUSBREA350KR20140406
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