Page 3 of 4
Talk about how HP Is positioned strategy-wise versus Apple with the HP ElitePad 900 tablet and even the strategy with the notebooks. What is the competitive positioning vis-a-vis Apple?
I think from an individual product point of view you can see that these [HP] notebooks are wonderful notebooks. They compete extremely well with the Apple notebooks. In terms of simple things like not having to carry a whole bunch of dongles and extra adapters, it is all in here [pointing to the HP Envy Spectre XT Notebook]. The form factors are great. The ergonomics are fabulous. We have hired a fairly large industrial design team that is heavily focused on these things.
With the HP ElitePad 900 tablet you are offering a no-compromise tablet versus the Apple iPad. Is that the strategy versus Apple: no compromise, security, a tablet that is commercial grade.
That is a great way to look at it. It is no compromise. It comes with security. It is fully serviceable. You can open the back. You can fix it. If you want 20 hours of battery life, you slip on a sleeve. If you want the extra ports because you have got a commercial application, you slip on a sleeve.
How important is the ElitePad tablet strategy-wise?
It is huge. It is a real innovative product. It tackles a market that really isn't well served today. The commercial tablet isn't well served. You have a consumer product that is trying to wedge itself in here. And, here is a commercial device that is made for that market that is a beautiful device with no compromise.
Is part of the strategy to get partners to sell the full portfolio including cloud and software?
Absolutely. We want our partners selling the full portfolio. Our partners are extremely important to us. HP has always prided itself on having a vibrant partner ecosystem. At the end of the day, the one thing I can say is that if we do our part and put compelling products and solutions in our partner's hands they are highly capable of blowing this market out.
Talk about Meg [Whitman] as a leader and the difference she has made in the company?
Meg [Whitman] is an incredibly strong leader. She is great with customers. She loves our customers. She spends a tremendous amount of time with the customers. She also has a deep strategic background having worked at Bain. She was [involved with] strategy for Disney. She gets deeply involved in strategy. You can see this very clearly here in our PPS [Printing Personal Systems] portfolio. Ink in the office is a very strategic play. And, Meg [Whitman] was very involved with that.
ElitePad was very strategic. You actually can see the strategy playing out here at the PPS event. If you look at the enterprise group -- storage, server and networking -- each one of those has a major strategic play that is very public now.
Software-defined networking. We feel we are leading there. In servers in converged infrastructure taking blades to the next level. We feel we are leading there. This new project we have, Moonshot, that we can talk about that more later. That is going to be coming. More innovation on server. Meg [Whitman] was critical in driving that strategy. And then finally in storage, we are sitting on top of the best high-end storage product. We now have a derivative of that for the mid-tier. Now we are going to have the best product in the mid-tier. Meg [Whitman] was very involved in the strategy for that portfolio.