Was to HP face to face to a near difficulties, and it will help competitors. Direct beneficiaries of the situation - Dell and Lenovo, experts of JP Morgan consider.
Positions of HP weakened as a result of series of staff movements at the level of top management that rendered negative effect on business of the company in general, the analyst Mark Moskowitz considers. He stated the vision in the special report for clients.
Some time ago the new CEO of HP Meg Whitman changed again a course of PC business of the company which was supposed to be contracted at all earlier. "Purchase of HP of software company Autonomy worth $11.7 billion is very expensive in the context of gradual organic growth, and, besides, it not for the benefit of shareholders at all", - Moskovitts writes.
Meg Whitman hardly is necessary on a post of the head of HP: nobody believes in its reformatory capabilities
According to industry analysts of JP Morgan, HP created an adverse precedent which will cause discontent of owners of the company. At the same time, HP in the next 5-10 years should make still a set of acquisitions to become the IT company with a comprehensive product line. Namely one and all market leaders aim at it, including Oracle and IBM now.
Experts predict that HP, already brought disappointment concerning the profit within three quarters in a row, will continue "upset" with Wall Street in the short-term and medium term. "Not clear position of the company concerning business on production of the PC will not lead to anything good, and printer business and the service direction will also slow down growth rates", - Moskovitts said.
He also praised experience Whitman and her communicative skills, but expressed concerns that to the former head of eBay not the place at a wheel of the software company. "Our researches show that Whitman is not always ready to resolute changes. We with careful optimism estimate new appointment", the document says.