Friday, November 09, 2001

HP/Compaq unravels HP was the original garage start-up and founded Silicon Valley. It's strong culture is rejecting the Compaq merger Fiorina cooked up. Just as well, it was clearly a move of weakness and will do little to address the problems either company faces. Compaq can't make cheap computer like Dell or big iron like IBM, and HP clearly has no clue where its future lies (being the only big company without even a Open Source response, never mind strategy). My money's on the merger being called off and Carly sacked. I heard her speak at Stanford in May and she seemed like a good person, but right now she's just destroying shareholder value and the HP way. Time to go.


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