Maybe GOOG will kick in another 12.5B for that PC Spinoff… 
Imagine Chrome running on those sexy Netbooks and Notebooks … lol
Tablets maybe part of that spinoff ?
——————————–
AUGUST 18, 2011, 12:16 PM ET
Hewlett Shares Spike on Report of PC Spinoff
Bloomberg News is reporting a couple of blockbuster pieces of news out of Hewlett-Packard: A potential spinoff of its PC business, and a possible deal for UK business-software company Autonomy.
Shares of H-P, among the worst performers of the day, just took the opposite of a nose dive straight up. They were halted briefly, and are about 6% higher right now.
caruso2323 4:46 pm on August 18, 2011 275 days ago Reply
It looks like HPQ wants out of the Personal PC business… and wants to concentrate at Enterprise IT
solution in competition to IBM … Who knows , maybe DELL will be next ! …
That Spinned-off division is going to have to excel or be bought out, without getting cross-subsidized by Big Brother …
Yet another sign of the Post – PC era … in the struggling consumer market …
That may open the door open for an Apple-on-Slaught
caruso2323 4:47 pm on August 18, 2011 275 days ago Reply
About Autonomy Corporation…: Software aimed at IT Enterprise
———————————
From Wikipedia, the free encyclopedia
Autonomy Corporation PLC
Type Public company
Traded as LSE: AU.
Industry Information Technology
Founded 1996
Headquarters Cambridge, United Kingdom
San Francisco, United States
Area served Global
Key people Dr Michael Richard Lynch, OBE, Founder and CEO
Sushovan Hussain, CFO
Products Search engine for unstructured Information
Revenue US$870.4 million (2010)[1]
Operating income US$316.4 million (2010)[1]
Net income US$217.3 million (2010)[1]
Employees circa 1,900 (2010)[2]
Website http://www.autonomy.com
Autonomy Corporation headquarters at Cambridge Business Park.
Autonomy Corporation PLC (LSE: AU.) is an enterprise software company with joint headquarters in Cambridge, United Kingdom, and San Francisco, USA. The company uses a combination of technologies born out of research at the University of Cambridge. It develops a variety of enterprise search and knowledge management applications using adaptive pattern recognition techniques centered on Bayesian inference in conjunction with traditional methods. In March 2009, it acquired the enterprise content management firm Interwoven, now Autonomy Interwoven and Autonomy iManage.
It is currently listed on the London Stock Exchange and is a constituent of the FTSE 100 Index.[3]
Contents [hide]
1 History
2 Products
3 Customers
4 Offices
5 Senior management
6 References
7 External links
8 Competitors
[edit]History
Autonomy was founded in Cambridge, England by Dr Michael Lynch and Richard Gaunt in 1996 as a spin-off from Cambridge Neurodynamics.[4]
Autonomy floated in 1998 on the EASDAQ exchange at a share price of approximately 30p. At the height of the “dot com bubble”, the peak share price was £30.[5]
In December 2005 Autonomy acquired Verity, Inc., one of its main competitors, for approximately $500m.[6] In 2005 Autonomy also acquired Neurodynamics.[7]
In May 2007 after exercising an option to buy a stake of technology start up, Blinkx Inc, and combining it with its consumer division, Autonomy floated Blinkx on a valuation of $250m.[8]
In July 2007 it acquired Zantaz, an email archiving and litigation support company, for $375M.[9]
In January 2009, it acquired Interwoven, a niche provider of enterprise content management software, for $775m.[10]
In June 2010, the company announced that it was to acquire the Information Governance business of CA Technologies. Terms of the sale were not disclosed.[11]
On 5 May 2011 the Mercedes GP Formula One team announced an $8 million sponsorship deal with Autonomy, and on 8 July 2010 Tottenham Hotspur FC announced a two year sponsorship deal with Autonomy for their Premier League kit.[12][13] For the 2011-12 season Spurs’ Premier League shirt will feature Autonomy’s Augmented Reality technology Aurasma.[14]
On 16 May 2011 it acquired Iron Mountain Digital, a pioneer in E-discovery and online backup solutions provider, for $380M. [15]
[edit]Products
Bayes’ theorem spelt in neon at the offices of Autonomy in Cambridge.
The main technology, ‘Intelligent Data Operating Layer’ (IDOL), allows search and processing of text taken from database, audio, video or text files or streams. The processing of such information by IDOL is referred to by Autonomy as Meaning-Based Computing.[16]
Autonomy’s technology attempts to understand any form of unstructured information, whether text, voice, or video, and based on that understanding perform automatic operations such as but not limited to, “you like that, you’d like this” on the information.
[edit]Customers
Autonomy also has over 400 OEM partners and more than 400 vendors and integrators, numbering among them are companies such as Citrix, EDS, Novell and Symantec.[17]
[edit]Offices
Autonomy has twin head offices in Cambridge, UK and San Francisco, USA. They also have major offices in the US, the UK, Canada, France, Japan, Australia, Singapore, Germany and smaller offices in India and throughout Europe and Latin America.
[edit]
caruso2323 7:14 pm on August 18, 2011 275 days ago Reply
That is it: HP discontinues its tablet !
MARKET PULSE Archives
Aug. 18, 2011, 3:11 p.m. EDT
H-P discontinues webOS handsets, tablets
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HPQ
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5a7a9a11a1p3p
SAN FRANCISCO (MarketWatch) — Hewlett-Packard Co. said Thursday afternoon that it plans to discontinue operations for its webOS devices, such as the Pre wireless handsets and TouchPad tablet. H-P HPQ -7.10% announced the move in the final hour of trading on Thursday, along with preliminary results for its third fiscal quarter. The company said it will “continue to explore options to optimize the value of webOS software going forward.” The company acquired the webOS mobile operating system when it bought Palm Inc. last April in a deal worth $1.2 billion in cash. The TouchPad went on sale last month to tepid reviews and has seen disappointing sales since the launch, according to various media reports.
caruso2323 4:56 pm on August 18, 2011 275 days ago Reply
I have had a great reluctance in including either tablets or netbooks as part of CPU’s … As i believe that iPads could deserve such treatment only when it acquire greater processing power (Quad-Core running at around 2 Ghz+) … However Gartner and IDC have been including netbooks as part of their stats …
If one was to include iPads in CPU sales Apple becomes the #1 producer as pointed out in this article :
Apple ranked top mobile PC vendor with 21.1% share
By Daniel Eran Dilger
Published: 12:42 PM EST
In the global market for mobile PCs including notebooks and tablets, Apple now ranks first, with a 21.1 percent share of units sold.
DisplaySearch reports that Apple sold 13.6 million mobile PCs in the second quarter, 3.9 million more than second place HP.
Nearly 80 percent of Apple’s mobile PC sales were iPads. DisplaySearch called tablets “the engine of growth for the mobile PC industry.”
Quarterly tablet sales were up 70 percent sequentially and 400 percent over the year ago quarter, with DisplaySearch noting that 16.4 million units were shipped in the second quarter. Of those, 10.7 million were iPads.
Erasing Apple from the figures, the firm notes that shipments of other makers’ tablets grew 25 percent over the past year, amounting to just over 5.6 million units.
While Apple sold as many iPads as it could build, competitors have been shipping many tablets that end users have left on the shelf. Samsung made news this winter for shipping 2 million Galaxy Tabs, but refused to say how many were sold through to users.
HP has slashed the price of its new TouchPad, but it has been reported that mounds of inventory remain unsold in stores.
Notebook sales were actually down 2 percent across the industry sequentially, but up 2 percent over the same quarter last year.
Richard Shim, a senior analyst for DisplaySearch, said in a release that “preliminary results show a second consecutive quarter of Y/Y shipment growth rate decline. While part of the Y/Y decline can be attributed to a strong first half of 2010, the rising tablet PC shipment growth rate begins to point to notebook PC shipment cannibalization.”
While Apple continues to sell the most tablets, those sales haven’t had a discernible impact on its own sales of Macs, which continue to far outpace the overall growth of generic PCs. Across many markets, PC vendors are actually experiencing a contraction of sales, indicating that rather than cannibalizing its own, the iPad is preying upon other species.
caruso2323 5:08 pm on August 18, 2011 275 days ago Reply
The latest stats of CPU sales in EUROPE reflect SHARP drops in growth market share of both
HPQ : – 6.1% (21.6% Down from 25.1% : Q2-11-Q1-11)
DELL: -12.7%(10.8% Down from 12.7% : Q2-11-Q1-11
(Acer : The #2 , Drop is HUGE : -44.6% as well as that of ASUS : The #4, -22.9% )
Apple’s 0.5% modest rise despite the canibalization of iPad’s is not so bad … But it does not seem to benefit much from Window Switchers
DELL :
Thursday, August 18, 2011
Apple continues growth while PC makers see sharp decline in Europe
By Josh Ong
Published: 12:55 AM EST
Related AppleInsider articles:
Apple’s share of U.S. PC market rises to…
115% growth propels Apple to 5% share of…
Gartner rivals IDC to report Apple fifth…
Acer to “overhaul operations” in the wake of…
Apple’s share of U.S. PC market cracks the 10%…
New PC shipment data for Western Europe reveals that Apple was the only one of the top five vendors to grow in the second quarter as the region’s PC shipments declined 19 percent.
Gartner reported the data, which does not include media tablets, on Wednesday. Though Apple’s 0.5 percent growth in the region in the June quarter may not seem like much of a victory, the significance comes into focus when compared with the performance of its competitors.
Because of the drop in shipments from competing PC vendors, Apple’s market share in the area climbed from 5.6 percent to 7.0 percent with 879,000 Macs shipped during the quarter.
Acer saw the largest decline, falling from first place as shipments of low-cost netbooks dried up. The vendor saw a drop of 44.6 percent year over year, shipping just 2.05 million units, compared to 3.69 million a year ago. The company, which led the “race to the bottom” for low-margin PCs, restructured its European operations last quarter and took a one-time charge because of “questionable” accounts of its inventories and receivables.
Asus also saw a sharp drop in shipments — 22.9 percent year over year. Meanwhile, HP and Dell fell as well, 6.1 percent and 12.7 percent respectively.
Overall, the PC market in Western Europe declined 18.9 percent in the second quarter. Mini-notebook shipments were hit the hardest, falling 53 percent, while desktop PCs dropped by just 15.4 percent.
Data includes desk-based PCs and mobile PCs. Media tablets are excluded. | Source: Gartner (August 2011)
“The much anticipated uptake in the professional segment, in the wake of migration to Windows 7, was subdued by the negative economic outlook,” said Gartner principal analyst Meike Escherich. “PC shipments in the professional segment declined 9 percent in the second quarter of 2011. The biggest decline continued to come from the consumer segment which decreased 27 percent year-on-year.”
“This quarter’s results highlights the ongoing weakness of consumer demand, and could indicate a structural change in the market that threatens to continue in the near future,” she said.
In the U.K., Samsung managed to grow 5.2 percent year over year, ahead of Apple’s 1 percent growth in the country. The Korean electronics giant was the fourth largest PC vendor in the U.K., though it did not break the top five for the whole region. Apple posted 6.4 percent growth in France, while its first- through fourth-place competitors posted steep declines.
The analyst noted that increased interest in tablets in countries such as Germany and France has contributed to some of the decline in the PC market. “Given the hype around media tablets such as the iPad, retailers were very conservative in placing orders for PCs,” she said. “Instead, many of them wanted to secure space for media tablets.”
Last week, one analyst said tablet makers hoping to challenge Apple’s iPad dominance may have a better shot in Europe. According to her report, Apple’s smaller retail presence may provide competitors with the opportunity they need to gain traction in the market.
Zee 11:16 pm on August 18, 2011 275 days ago Reply
http://www.bbc.co.uk/news/business-14569020
I think this may have contribute: Lenovo.
caruso2323 1:15 am on August 19, 2011 275 days ago Reply
Zee,
In hindsight IBM was the first Company that “demoted” the PC … and sold it to Lenovo, who did a good job at it especially in China (Same as AAPL succeeded as of recent in the Pacific area) …
Who knows maybe Lenovo would swallow HP’s PC …
There is a lot of demand there for low cost “boxes” …
——
Remember this :
Apple Inc. Chief Executive Steve Jobs envisions a new landscape in which personal computers no longer rule the digital world—but are just another device, like the company’s hit smartphones and tablets.
“We’re going to demote the PC and the Mac,” Mr. Jobs said, speaking at the company’s developer conference in June.
Hewlett-Packard Co. performed its own dramatic demotion Thursday, as the world’s largest PC supplier disclosed it is considering plans that include a spinoff or sale of its personal-systems group, which brought in $40.74 billion in sales during its last fiscal year, or about a third of the company’s total …
————————–
The strange thing is that MSFT dropped very little (it remained most of the time around -1.8%) …
INTC was a larger loser …
The greatest losers of the day were those having HIGH P/E : AMZN, NFLX etc…
The lowest losers : MSFT ,RIMM, NOK (The last 2 being potential buy-outs)
Zee 2:11 am on August 19, 2011 275 days ago Reply
Yeah. Rough day today. Lot of stuff in turmoil. I took a position in gold… not really happy seeing that do well because of what it implies.
Anyway. I remember him saying that about the PC and the post pc era, meaning Apple is all about mobile… cheers.
caruso2323 1:42 am on August 19, 2011 275 days ago Reply
About Lenovo Vs Apple :
http://www.ft.com/intl/cms/s/2/af5dbc86-c977-11e0-9eb8-00144feabdc0.html#axzz1VPhu9Vz6
A rather fuzzy comparison … Would need further digging in AAPL’s earnings for equalization purposes