Interestingly enough I just saw a very interesting investor (facebook, linked 
in etc) who was talking about how Apple makes so much profit in their hardware 
and how they basically re-wrote the entire hardware model etc etc ... and he 
was saying money is going back to hardware but more in tablets/devices and such 
and not as much in general 'box pc' type stuff ... was pretty interesting...

He also predicted the demise of google with search being dead on handheld 
devices as compared to a pc...

-----Original Message-----
From: Ken Schaefer [mailto:[email protected]] 
Sent: Friday, August 19, 2011 12:03 AM
To: NT System Admin Issues
Subject: RE: [OT] The infection continues to spread (HP)

It makes lots of revenue, but very little money. PSG has ~5% margin, which will 
probably only fall further in the future. HP Services has a margin of ~15%, HP 
Software around 20%, IPG is ~17% etc.

Cheers
Ken

-----Original Message-----
From: Ben Scott [mailto:[email protected]]
Sent: Friday, 19 August 2011 11:41 AM
To: NT System Admin Issues
Subject: Re: [OT] The infection continues to spread (HP)

On Thu, Aug 18, 2011 at 5:08 PM, Mike Sullivan <[email protected]> wrote:
> I can see the direction they are taking, software and services are 
> more profitable and the PC market is not.

  Supposedly the margins are low, but it's still their biggest revenue 
generator.  I don't get it.  I mean, I'm sure some MBA can spew buzzwords about 
why, but fundamentally, I don't get it.  The money is still green, regardless 
of how it's made.



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