通过一系列减记(包括针对Autonomy的减记)做好准备以后,现在她面临两条可能的道路。福里斯特调查公司(Forrester Research)分析师弗朗克·吉勒特(Frank Gillett)表示,一种是惠普将“勇往直前,没有什么能够立刻改变它们的架构——但它们的问题不可能马上解决。惠特曼要求股东给她5年时间扭转惠普,但考虑到多数投资者目光都不长,5年的时间久得几乎难以想象。
Like other analysts, Mr Gillett also says that HP has promising new technologies it is nurturing – including from smaller acquisitions – and the main challenge will be to overcome the perceptions of failure that dog the company, made all the worse by the Autonomy news.
吉勒特像其他的分析人士一样,也表示惠普正在培育的新技术有前途——其中包括来自于小型收购的成果,惠普的主要挑战是克服萦绕公司内部的失败观,这种想法因Autonomy丑闻而更加严重了。
Alternatively, however, the weight of the past could prove too much and Ms Whitman may be forced to sell assets or even break up the company.
另一种前景是,历史的包袱过于沉重,惠特曼或许将被迫出售部分资产,甚至分拆惠普。
“People just have no confidence that management has made the right strategic decisions to turn this company around and invest for growth – it’s trading on the assumption that HP will fail, says Richard Windsor, a Nomura analyst and author of the Radio Free Mobile blog.
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