the conventional wisdom was that HPE was the way to go at the split and that HP inc couldn't possibly be headed for anything but the trash heap????
Today, Not a single post on the first page for HPE that is more than one month old. Not a single post for HP that is less than one month old and some that are a year old. Seems that the conventional wisdom was not exactly correct .... :-(
Looks like HPQ had another great quarter in this declining market, they seem to be doing something right.
I think someone worded it well in the past - Take the job and consider it an education. The pay is reasonable, the benefits are good but don't go in thinking it's a long term job. It will pay the bills while you extract everything you can out of the company. You will certainly learn a lot and there is nothing wrong with that. 5 years tops would be my goal. This would be true for both sides (E and I.)
Not sure where you get your news, but conventional wisdom at the split was that both companies make products that are no longer desired in huge numbers and the split would just delay the inevitable and placate hedge fund owners, and that hasn’t changed. Both stocks are dogs that pay a decent dividend, and that’s why investors are tolerable.
No one in their right mind would work at either company out of college or consider it a great career move.
"HPQ is trying to get into new markets, but the glory days of selling pricey and highly profitable consumables is in decline. I remember when the inkjet cartridge manufacturing lines were money trees with only the sky being the limit."
Oh yeah, and the employees in the other parts of the company were constantly reminded about it. Maybe DoS will let them move HW in the same direction. I still think 3D is 5 years away minimum from contribution much to the bottom line, The commercial printers are solid though. We will see. Personal? It will continue to decline.
No doubt - HPQ doing better than HPE is a surprise although who knows what Meg and the BOD knew, I think the employees just speculated. HPE not getting the retiree obligation was a sign ...
HPQ is trying to get into new markets, but the glory days of selling pricey and highly profitable consumables is in decline. I remember when the inkjet cartridge manufacturing lines were money trees with only the sky being the limit.
HPQ up 42% in 2017. HPE up just 7%.
HPQ is doing well right now but it's still in declining markets. Commercial printing might pull it through but it's hard to say this early. Let's see what the Q1 results are now that they have Samsung printing in the mix. It still think a PC/Printing split is in the future.