HP Meg Whitman Watch - Week 2

Transcription

1 Trilogy Computer Q & A October 8, 2011

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3 HP Meg Whitman Watch - Week 2 HP Pays $10.4 Billion for Autonomy Software company Ability to manage and extract meaning from data to drive insight and better decision making Continues HP s shift from the hardware business to software and services businesses. Fate of HP s PC to be announced late October Sale of PC business would likely increase pricing of HP s enterprise servers and storage units HP Businesses Personal Computing Printers IT Computers Technical Services Computer Networking HPQ 52 Week High: $49.39 Low: $21.50 Close: $ With 320,000 employees, more than $125 billion in annual revenue and a broad swath of businesses, HP needs a leader who can quickly decide on a clear path and convey that to customers and shareholders.

4 Microsoft Board not happy with CEO Ballmer Ballmer receives only half of annual bonus Poor windows 7 sales Internet Explorer market share is falling (impacts Bing and Cloud) Zune Player failed Smart phone performance has been poor No new ground-breaking products CEO Ballmer net worth is at $13.9 Billion

5 Pet Identification National Database Tiny chip is placed under the pet s skin No anesthesia is required No power supply required 128KHz (ISO) - Pet ID info is transmitte Logged with USA Microchip Database GPS Pet Locator tags GPS Pet Locator

6 How microchips will assist humans Implantable RFID microchip Accurate identification Personal health information (crucial during emergencies) Condition monitoring Implantable GPS microchip Location tracking Implantable Chip FDA approved

7 Locator Devices GPS bracelet or watch Children Seniors Mountain Climbing or Hiking Remote activation of GPS device The nearest 911 Dispatch Center is notified Location, medical condition, caregiver contact info GPS Watches Powered by TomTom

8 Mobile Wallet All types of cards VISA, MasterCard and American Express Partnering with RIM, Google, Microsoft and Apple Partnering with AT&T, Verizon, Sprint and T-Mobile Electronic coupons Reward Cards

9 Why people will want microchip assist products One microchip will provide services: Credit / Debit cards, driver license, grocery/hotel/insurance member cards Lock/unlock doors, start cars, identify yourself to buildings and computing devices Coupons, discounts, sales will be communicated automatically Customers won t have to checkout & pay for merchantise Future assist opportunities are HUGE Personal fitness support Interaction with house, appliances, cars, garden, office (spouse!!!) 20 years ago only a million people were on the internet. Today, 4.3 billion people on the internet. Adoption of new technologies will increase in near future.

10 What are nettops Desk top PC s that are small form factors Usually low-powered, leveraging Intel Adam processor

11 Kindle Fire (Android tablet) selling like hot cakes 95,000 units pre-ordered the first day at $199 each Amazon will begin shipping November 15 Kindle Touch as 25,000 orders Original ipad had 300,000 first day

12 Hackers crack internet encryption Chrome browser patch block hackers Internet Explorer and Firefox have not provided patch yet Malware used to hack HTTPS internet connections Remember to log out of websites that leverage HTTPS

13 Apple s April 4 Announcements Positive IOS 5 icloud iphone 4S Negative ipod iphone 5 CEO Cook is beginning to show his leadership style and abilities. It was his decision to go with Thunderbolt on Mac computer line. His decision not to manage expectations for this announcement. And, why is Apple not paying attention to ipod products or iworks software iworks ipad 2, MacBook Air and iphone sales will continue to exceed expectations thru Then, Apple must show product enhancements or their winning streak will begin to suffer under intense competition.

14 iphone 4S - Looks exactly like the iphone 4 Available October 14 A5 processor chip (twice the speed of A4) Compatible with CDMA and GSM Graphics improvement at 7x Improved antenna design 8 hours of talk time (over 3G) Upload/download speeds improved (Only on AT&T and China) 8-megapixel cam/cmos lighting (improved low light performance) Record 1080p with improved image stabilization Assistant (Siri) - speak to your iphone 4S AT&T, Verizon and Sprint

15 IOS 5 - available October 12 OS will be downloaded from itunes Notifications Newsstand PC-free setup Wireless syncing Fast access to the camera app from the lock screen Cards app - 21 designs (insert your own pictures) 61% of mobile market devices run IOS

16 icloud - available October 12 Store content and push to other devices Support up to 10 devices free 5GB of icloud storage free Non-iTune content - $24.99 per year Find My Friends app (geo-locations) Find My Phone included with icloud MobileMe to discontinue service June 30, 2012 What about documents, spreadsheets, slides, movies, TV shows, and other non-itunes content? Where do they get backed up or sync ed?

17 ipods - not a whole lot of new stuff ipod Nano and Touch No physical modifications - oh, it comes in white! Seems like Apple is missing a huge opportunity with ipods. Why not a 5 ipod? Why not A5 chip? Why not laser projection?

18 ipad and apps Mercury is more desirable than Safari TextNow is a great texting app Weatherbug is a great weather app Tunein Radio best radio station for music Editions is a daily magazine adjusted to your preferences QuickOffice still best office suite for ipad Blackboard! is a good tool for realtime presentation ipad 3 - probably Feb/Mar 2012 time frame Retina display to have 2048 x 1536 resolution (ipad 2 has 1024 x 768 resolution) SD Card Slot and Thunderbolt are rumored Kindle Fire & Samsung Galaxy tablets are real challengers