The mix is the key: home computers, laptops, monitors, printers, mainframe computers for corporate customers and the whole strongly spiced with a lot of software and services.
Hewlett-Packard earned in the past three months, the bottom line is $ 1,800,000,000, of the half as great rival Dell least $ 545,000,000. And while the recession everyone involved is still deep in the bones.
The strategy to go, the provisional HP chief Cathie Lesjak rejoiced on Thursday. What she meant:
For billions, the well-known for its printers and home computers Group swallowed a software and services company after another – and does so today, almost half of its profits.
Especially during the crisis supported the additional pillars HP, when the computer sales slumped abruptly. Even old facilities need maintenance.
IBM has led the way, “Big Blue” as the legendary U.S. company is respectfully called, is today more a consulting firm as a manufacturer of hardware.
To escape the ruinous dumping of Asian Billigheimer, the group waved before dawn to access services and software. Her home computer, IBM no longer just for corporate mainframe.
Dell had slept through the long trend. The company was once the world’s largest computer manufacturer, then fell behind HP and the Taiwanese rival Acer back.
For too long, the Texans had believed that their own business model, selling custom-made computer only by mail order, make them untouchable. Meanwhile, Dell has built a strong service business.
The services are crisis-not only do they usually take off even better profit margins.
Corporate customers are more willing hinzublättern large sums that operate External their data centers, maintain the network, or replace broken hardware.
When purchasing new computer the other hand, they give the same stingy as any private individual.
But not all believe in the industry because the cure lies in the widest possible list.
Among the proponents of the pure doctrine is one of Andrew King, European head of NetApp storage system specialist: “If they get involved too much in the service business, they scare off quite rapidly to its partners.”
At NetApp, among other things, the Deutsche Telekom subsidiary T-Systems takes over the establishment or maintenance of the complex installations.
T-Systems is sitting on the ground and maintains good contacts with many German corporate clients.
Only a small part of the services business operates NetApp for its own account.
King shows, however, but quite understand if search giants such as Dell or HP new revenue sources. can “with the pure PC business does not survive you, unless you are in China.”
NetApp enjoys the advantage of a niche player. The storage of Californians are selling brilliantly, because the data are constantly increasing.
Last quarter profit nearly tripled on the bottom line is $ 142,000,000. This was the income of NetApp in rich 12 percent of sales. By comparison, HP came to just under 6 percent, Dell to less than 4 percent.
“Not everyone can be an IBM,” says King. “Big Blue” is the measure of things with a margin of last 14 percent.
Source:http://newsticker.sueddeutsche.de/list/id/1029247
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