Microsoft's CEO knows the future of personal computing lies with mobile, yet he continues to live in the past.
I sat incredulous last week listening to Steve Ballmer display more out-to-lunchness than I've ever heard from a major CEO. His company, Microsoft (MSFT), only recently lost the battle of most valuable technology company to Apple (AAPL). He is presiding over the umpteenth reorganization of the company he has run for years, MOREAdam Lashinsky, Sr. Editor at Large - Jun 7, 2010 10:37 AM ET
HP CEO Mark Hurd today said that they didn't buy Palm to make smartphones. They bought Palm for the IP.
At a Merrill Lynch technology symposium today, Mark Hurd laid out his reasoning behind the purchase of Palm. To many peoples' surprise (mine at least), it has nothing to do with Smartphones. Hurd said:
We didn't buy Palm to be in the smartphone business. And I tell people that, but it doesn't seem to MORESeth Weintraub - Jun 2, 2010 8:21 PM ET
Palm demonstrated some software based on HTML5 today, not that Chrome was coming to webOS, as previously speculated.
Breakfast is being served and the show is about to begin. Here's a quick clip of the show floor with an unlikely guest.
Palm. With a little Chrome Browser icon below their display.
Though it was easy to assume that they'd be utilizing the Chrome Browser, it turns out they have a software wing and MORESeth Weintraub - May 19, 2010 11:20 AM ET
It certainly could, if it were willing to spend what it takes, says an analyst. But that's a big if.
"Without significant increase in spending to woo channel and software partners," writes Rodman & Renshaw's Ashok Kumar in a provocative note to clients issued Monday, "HP's acquisition of Palm will likely fail."
Kumar offers a scenario in which HP (HPQ) revives Palm's (PALM) flagging WebOS platform and successfully challenges both Apple (AAPL) MOREPhilip Elmer-DeWitt - May 17, 2010 1:12 PM ET
Also getting cannibalized: iPod touches, eReaders, desktop PCs and handheld videogames
There's an interesting chart in a report to clients issued early Thursday morning by Morgan Stanley's Katy Huberty.
The subject of her report is last week's acquisition of Palm (PALM) by Hewlett Packard (HPQ). In Huberty's bull-case scenario, HP builds a tablet computer around Palm's WebOS that not only competes with Apple's (AAPL) iPad, but captures 15% of the tablet market.
What MOREPhilip Elmer-DeWitt - May 6, 2010 6:45 AM ET
Hewlett-Packard's Shane Robison is one of my favorite guys to chat with in Silicon Valley.
As chief strategy officer and chief technology officer for the top-ranked tech company on the Fortune 500, Robison doesn't just have a great sense of where tech M&A is going, he's in the driver's seat. He's also a savvy executive. Consider that he's managed the big picture at HP (HPQ) under two very different bosses in MOREJon Fortt - Apr 29, 2010 5:50 AM ET
For this to work, HP must fix its tangled approach to mobile software
This is either the end of Palm, or the restart it always needed. Either way, it's probably the iconic brand's last chance for survival – and Hewlett-Packard's best chance for mobile relevance.
When HP (HPQ) announced Wednesday that it's buying Palm (PALM) for $1.2 billion, we began the latest chapter in a tortured tale. Palm has been bought (U.S. MOREJon Fortt - Apr 28, 2010 8:53 PM ET
Hewlett-Packard (HPQ), the world's largest PC-maker is irrelevant in the smart-phone market. That's why Adam Lashinsky says HP made a play for the struggling Palm (PALM). Check out this latest episode of Tech Talk for more on the deal and to see how it all relates back to Apple (AAPL).Mason Cohn, Producer - Apr 28, 2010 8:23 PM ET
Hewlett-Packard's Palm buy could be a good fit, but it's got a long way to go before it can catch up with the iPhone.
Not even a year ago Palm (PALM) and its chief investor, Elevation Partners, confidently spun a yarn about the pioneering company's long-term plan. The smartphone market was nascent. It was going to be massive. Even a small share of such a big market would lead to huge MOREAdam Lashinsky, Sr. Editor at Large - Apr 28, 2010 5:09 PM ET
What's the saying? "The enemy of my enemy is my friend"... even if that new friend is also the enemy?
Microsoft, last night, issued a press release saying that it and HTC had agreed to a broad patent-sharing agreement which would help HTC fight its patent battles (with Apple). But the agreement doesn't just cover HTC's Windows Mobile phones.
Microsoft is also specifically covering Google's Android phones as MORESeth Weintraub - Apr 28, 2010 4:17 PM ET
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