2011年8月18日星期四

HP's debut behind the plate failure: weak sales of existing inventory


Earlier this year, HP CEO Apotheker (Léo Apotheker) once said, they identify their products have been "perfect" will not release a Tablet PC before, when people feel, sooner or later he would boast to his next This sea regretted.

Thursday, Hewlett-Packard will release its third-quarter earnings, and investors may believe that time will be more aware of how TouchPad in the end is not perfect - at least the sales figures are far from perfect. Just last week, HP Pavilion dv6000 battery also made the decision TouchPad price $ 100 - the original, it's price and evaluation (AAPL) of the iPad roughly equivalent.

"And Apple's other competitors, their products have not the slightest excels." Gartner Inc analyst Dulaney (Ken Dulaney) bluntly, "People still want iPad."

TouchPad is to be launched on July 1, so this evaluation is somewhat sounds harsh. After all, this has been long-awaited product to market was only a half months. This means that HP at the end of July for the third quarter data which will be included in its first month of sales.

Only, TouchPad "clearly did not meet certain expectations." Gleacher & Co analyst Marshall (Brian Marshall) wrote in Tuesday's e-mail them, "I think their goal should be sold this year, three million to five million, and now apparently did not reach the preset milestones."

Marshall explained, the price reduction is certainly in order to "stimulate demand," but still can not determine whether the desired result of this measure. Later Tuesday, AllThingsD reports, Best Buy (BBY) now appeared TouchPad backlog, their total inventory of 27 million, while selling less than one-tenth.

HP Pavilion dv6000 battery spokesman declined to comment on the report. The company said in a statement which declared that they will "continue to price evaluation", but also in the back to school season, which will further reduce the price of the TouchPad.

Many investors may recall, iPad is listed in April 2010, in less than sixty days after it sold two million. According to data provided by Apple, the last quarter, they sold 9.25 million total tablet.

"In this area, Apple is indeed difficult to surpass." Dulaney said, assessing control the Tablet PC market share of more than 90%, which can essentially called "iPad market."

HP Pavilion dv6000 batteryTouchPad using their own webOS operating system. This was the first operating system from Apple's hardware engineers Rubinstein (Jon Rubinstein) led by Palm, which in 2010 was in shambles HP acquired for $ 1.2 billion, some time ago, people are changing the acquisition of Hewlett-Packard the fate of an object placed a strong expectation.

Although it is estimated, Apotheker and his team may make their own business unit responsible for the new Palm smartphones and Tablet PC development, and webOS software improvements, but some new products, especially the TouchPad, and apparently has not been really recognized. "Wall Street Journal" Mossberg (Walt Mossberg) that, TouchPad "short is less than the iPad. hp Pavilion dv9000Z battery life even worse, the lack of application, there are other kinds of problems plaguing this product." .

Enderle Group analyst Andrew (Rob Enderle) is a similar view, he added, TouchPad even if the hardware behind the assessment of the product a competitive edge. Which he wrote in an e-mail, he believes that "there is no reason to convince people to buy it, rather than iPad".

Hewlett-Packard will release the latest financial report on the seminar sales figures, is still unknown, but after the company cut prices, apparently outside of the expected cooling of the. Some analysts hope that Tablet PC sales to a certain extent, offset the decline in PC sales quarter by quarter the negative impact.

Of course, HP's mobile business is difficult at least for now the primary consideration for investors, because for the HP, this business is still relatively small. BMO Capital Markets analyst Beckman (Keith Bachman) estimates that within the 2012 fiscal year, HP will sell about 1.5 million flat-panel products, creating revenue of $ 675 million, while $ 132 billion relative to the overall revenue outlook , the former is undoubtedly only a small number.

However, the poor appearance, or caused some anxiety, people began to worry about the implementation of the deal, and Apotheker and his team on the allocation of resources if there are problems. Beckman hp Pavilion dv9000Z battery on Wednesday cut its rating on the stock, and once again raised the topic of HP's PC business split - although he also acknowledges that it is difficult to make such a decision.

Auriga USA analyst Hunt (Kevin Hunt) HP rating is given to hold, to share comments as "typical price trap."

"Tablet PC unveiled at present seem to be failed." Which he wrote in a research report, "R & D and marketing spending has become a huge question mark coming."

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