With release of her company's first laptop running on Google's operating system. Meg Whitman is trying to take her mature industry where the younger generation is going.

By TheStreet Staff May 31, 2013 5:00PM

thestreet logolaptop running Google's Chrome OSBy Anton Wahlman

 

I'm typing this review on Hewlett-Packard's (HPQ) divorce papers from Microsoft (MSFT).

 

For the first time, HP has launched a laptop based on Google's (GOOG) PC operating system, Chrome OS. It's a wonderful 14-inch laptop priced at $300 with no expensive add-on gimmicks. You should buy one.

 

Before I get into the review, I have to set the stage for why this is happening. Why is HP no longer exclusive with Microsoft's Windows PC operating system?

 

It all starts with CEO Meg Whitman. When she assumed the role as chief executive, there were many fires to triage. Many things were about organizational management, balance sheet optimization -- frankly, firing layers and layers of fat. Blocking and tackling.

 

The accelerating consumer trend away from personal computers has some serious ramifications for investors.

By TheStreet Staff May 30, 2013 1:05PM

thestreet logoSurface tabletBy Dana Blankenhorn

 

The end of a technology era can be slow or sudden.

 

There are still mainframes. Minicomputers hung around for years after PCs and networks. Somewhere in this land of ours, someone is running a Novell LAN.

 

But in consumer markets, change can happen much more quickly. Back in the day the IBM PC killed the CP/M operating system very quickly. (CP/M was very similar to MS-DOS, but it wasn't.) Smartphones killed off most of the feature phone market in a very few years.

 

And so it is with the PC.

 

The stock has surged 70% in the 10 months since Marissa Mayer was brought in. It's about time for the company's bold moves to start paying off.

By StreetAuthority May 28, 2013 4:40PM
Yahoo logoBy David Sterman                                                      

Any time a new chief executive takes the reins of a struggling company, he or she is typically given a full year to implement a full turnaround.

That's the time in which the CEO can boost flagging employee morale, articulate a fresh game plan for Wall Street to assess and put the wheels in motion for a sustained upturn in sales and profits.

Yet when that one-year grace period (also known as the "honeymoon phase") is over, investors tend to take a much more circumspect view. Talk becomes cheap, and financial results start to speak for themselves.

July 16 marks the one-year anniversary of Marissa Mayer's debut as CEO of Yahoo (YHOO), so the time is at hand for a steady path to much improved results.
 

Expect the $475 billion market for higher ed to be cut in half by the rise of no-cost online college courses.

By TheStreet Staff May 28, 2013 4:12PM

thestreet logoonline classesBy Jonathan Blum

 

It's almost June. Time for dads and grads, and enumerating the living from the dead in the collapsing U.S. market for higher education.

 

Because if my month of learning collegiate-level data science via Coursera -- a Mountain View Calif., provider no-cost online courses -- is any indication, it's time for parents, educators, employers, students and investors (not to mention college real estate speculators) to learn how ugly it's going to get for institutions charging a lot to learn a lot.

 

Investors are already familiar with the course syllabus: Just like in the music, financial services and corporate IT sectors, it's absolutely, positively possible to get high-quality, first-rate content (in this case, a job-fetching college education) for nothing.

 

You can't buy stocks based on nostalgia, on hope or on faith. But that's about all Hewlett-Packard has to offer investors. If the company has a destination, what is it?

By TheStreet Staff May 24, 2013 6:07PM

thestreet logoMeg Whitman © Paul Sakuma/APBy Dana Blankenhorn

 

Hewlett-Packard (HPQ) may be the right stock to contemplate over Memorial Day. It's like a good mystery novel, a real "beach read." Only we don't know how it ends.

 

Forbes has been pounding the table for HP this week, publishing a hagiography of CEO Meg Whitman, a piece by the same author touting the stock and a third piece highlighting its cash flow, Whitman's favorite metric (since others aren't doing so well).

 

I, on the other hand, have been very negative on HP, and Whitman. I've called her strategy a "FUD offensive," using fear, uncertainty, doubt and PR to hide the complete lack of a mobile strategy, the fading of its key printer niche and its unprofitable ties to Microsoft (MSFT). (Microsoft owns MSN Money.)

 

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