Comments from carly
From: John Smith (a_at_nonymous.com)
Date: 06/08/03
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Date: Sun, 08 Jun 2003 02:09:57 GMT
Caught a re-run of the Kudlow & Cramer show
(http://moneycentral.msn.com/content/CNBCTV/TV_Info/P12129.asp)
originally aired on June 3, 2003 (sorry, I can't find a place to get a
transcript - anyone???).
The guest...carly.
She's talking about a lot of issues, answering a lot of questions
about dividend payouts, cash generation, etc... that technology
spending is at 2x GDP now, that HP intended to increase market share
at competitor's expense, etc... nothing new there...
She tosses out some numbers about the Printing and Imaging Group -
profits up by 46% on a revenue increase of 11%.
In the last 60 seconds of her spot she says that the Enterprise
Systems Group is the last group that will be turned around - that ESG
will be turned around in the 2nd half of this year, and more
interestingly, "There's more growth and margin in enterprise systems
than there are in printing and imaging."
Given that carly says ESG has better business potential than printing
and imaging, at most companies that would mean extensive advertising
and marketing of those products. Guess we'll have to wait and see what
that means for VMS in the 2nd half of the year.
I had never really heard carly speak 'off the cuff' before (though for
a show like this anyone who appears is going to be well rehearsed in
the likely questions)...she's polished & articulate (though I've seen
better), but as this was a financial tv show aimed at people with
money on their minds, I was unable to get a read on her grasp of
technology in an ad-hoc setting - as opposed to stage-managed Adaptive
Enterprise type presentations.
But then again, in management at her level, she's not paid to care
about technology, only to extract the maximum amount of money from
customers possibly on a sustained basis while keeping costs low.
That's supposedly what her bosses, the shareholders, want.
That last comment was not meant to be glib....for senior management at
almost all public companies all decisions boil down to which products
are going to be emphasized, which ones are kept around because they
have a legal obligation to do so or because they are cash cows, which
ones are going to be killed, and which ones are going to be sold
because they don't want to be in that business any longer.
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