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John Rolfe

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  • Apple: Is It HP All Over Again? [View article]
    If you're going to draw an Apple-HP management comparison, I think it might be more relevant to compare Cook to Hurd. As you stated, the market initially responded positively to both from a share price perspective. Both are/were similar to the extent they're operating guys at heart, i.e. they can take somebody else's vision and do a great job running with it. However, there's a decent argument to be made that both are lacking in their own internal vision. By all accounts, Hurd starved HP of the R&D it needed to ensure (or at least increase the chances of) successfully transitioning to a rapidly changing landscape, focusing instead on aggressive cost management to boost profit margins (and EPS) in the short-term. Cook, too, has yet to prove himself anything close to visionary. He certainly hasn't starved Apple on the R&D front, and he's kept the ball rolling on the existing product line(s), but he's yet to show that he is capable of positioning Apple to exploit the next great wave in consumer computing devices.
    Apr 22 07:55 AM | 3 Likes Like |Link to Comment
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