That was his view even before Ms Whitman went on the balance sheet writedown spree of the past few months. It does not encourage much faith that HP has changed its ways since she replaced Mr Apotheker. Whatever the merits of her case against Autonomy, it was a timely distraction from HP’s own operational weaknesses.
在过去几个月惠特曼疯狂减记资产之前,查诺斯就持这种观点。惠特曼取代李艾科以后,没有多少人相信惠普的风格有所转变。不管她指控Autonomy的做法有多少可取之处,至少及时地转移了人们对惠普自身经营弱点的关注。
Ms Whitman, who sat on the board of HP when it approved the purchase of Autonomy, is trying to remodel her company into something more stable and better under control. She talked to analysts last month of providing “a steady hand on the tiller and of halting HP’s tendency to keep changing strategy.
当惠普董事会批准收购Autonomy时,惠特曼正是董事之一。现在,她正在试图重塑惠普,使其更加稳定、更容易掌控。上个月她对分析人士表示,要用“一双坚定的手来掌舵,终止惠普在战略上的变幻无常。
She has used some pretty punchy accounting methods herself to write off HP’s past acquisition errors and false hopes. With those taken from the balance sheet, it needs time to rebuild. A good start would be to stop acquiring exciting-looking growth companies.
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