H-Ps Engine of Growth Has Become Irrelevant: Srinivasan

The video discusses HP's strategic challenges in the face of technological progress, highlighting issues in both the corporate and PC sectors. It examines the impact of commoditization and cloud computing on traditional hardware like servers and PCs. The financial outlook for companies like HP, IBM, and Apple is analyzed, focusing on cash flows and structural challenges. The discussion also covers market reactions to economic changes, including currency impacts on US exporters. Finally, potential future strategies for HP, such as acquisitions and software portfolio expansion, are explored.

What are the main challenges faced by HP in the corporate sector?

• Increasing server costs

• Commoditization of servers

• Lack of software development

• Decreasing demand for PCs

How has cloud computing affected the demand for servers?

• Eliminated the need for servers

• Made servers more commoditized

• Decreased the need for servers

• Increased the need for expensive servers

What is a significant financial challenge for companies like HP and IBM?

• High production costs

• Strong competition from Apple

• Uncertain future cash flows

• Lack of innovation

What is a potential area for HP Enterprise to improve its business model?

• Enhancing its software portfolio

• Expanding its hardware portfolio

• Increasing its PC production

• Reducing its workforce

How do global monetary policies impact US exporters like HP?

• They benefit from stronger currency

• They face disadvantages due to weaker currency

• They are unaffected by currency changes

• They gain from increased interest rates