[quote=moneymaker]Just thought I’d resurrect this old thread and say I did make a litle money on BAC, now I think the play is HPQ. It will be a long play, so not for the squeamish.[/quote]
HPQ is a disaster in the making me thinks….You realize their strategy (if they have one) is to go after the tablet market with a $800+ windows 8 hybrid product? Not narking windows 8…Seriously, there’s a price war looming, and HPQ is entering with a $800 product?
Also, as color commentary. I’ve tried partnerships with HP before in my previous career role. The are frickin dinosaurs. For the longest time (1) they’re arrogant as hell (2) completely behind times in forward thinking…If you want to really roll the dice on tech, take your chances on AMD…. If ARM architecture does catch on in the enterprise hardware world, AMD should be the first in line (since no one else is thinking ARM and enterprise hardware right now)…AMD has to because it’s on it’s death march…
ARM on the other hand is gonna be a huge beneficiary..Well, it already is…
I really hope you’re not adding more to a position that you mentioned you entered back in june 2012.
The problem is that if one trie to pick individual finished products supplier, you’re gambling on wo will win the PC versus tablet/mobile war…
HP is in a very bad situation in which you have a bunch of companies in china and taiwan (Lenovo, Acer, Asus) that don’t mind trying to squeeze margin’s of the pc business
down to a pulp, at a time when margin’s on the pc business is already incredibly thin.
..And then, HP’s late to the tablet/mobile space war where with the exception of Apple and possibly Samsung, the margins are pretty thin too. All other top PC makers have a tablet play (albeit with limited success)… Asus’s got the jump with the Nexus 7. Acer had the iconia, Lenovo’s got the meh IdeaPad and ThinkPad lines…and Dell gets a best effort award for the craptacular streak and latitude tablets…..HP? nowhere…..
You’re already willing to gamble in tech, in this specific space, you’re better off gambling in the suppliers to this tech war who provides “guns and amno” to both sides of the war..That way you don’t care who wins the war, as long as someone is buying the “guns and amno” to this war…In fact, contrary, the longer the war, and the more people that fight in this war, the better off you’ll end up being because, the more amno everyone needs to buy… The guns and amno is basically the hardware and the software that’s going into this…
So your plays would be to find out who’s supplying apple, who’s supplying google, who’s supply microsoft, and who’s supply samsung..and to a smaller extent, even amazon now (yes, they have a very interesting direction)……. And where each of these companies are taking their respective products down the road… Let them fight…The longer the better…The more bloodshed, the more guns and amno they need…Good… Bring it on.
