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"Workers are not
assets to control"
Flexibility first! Trust &
treat people like adults
File delivery software provider Dropbox’s CEO, Drew Houston has a message for bosses who want workers to return to office: "Your employees have options, they’re not resources to control". Moreover, he confirmed “turning Dropbox into this lab for the future of distributed work has been awesome" We discuss...
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HPs cannibalization
of channel expands
D2C instant ink service,
prolongs protectionism
HP's Instant Ink subscription service launched in 2020 and now a $1.5Bn+ direct to consumer (D2C) program, added printer paper in the US last year, has now expanded the service in Europe. HP's heavy protectionist policies know no bounds after recently attacking remanufacturers by disabling compatible ink cartridges. Meanwhile, maanagement and major shareholder moves look escapist?
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FTC v Amazon: How
FBA corners sellers
Godzilla claims allegations
are wrong and misleading
FTC vs. Amazon: 4 takeaways on how the company’s fulfillment services affect sellers. The complaint says sellers are cornered into using Fulfillment by Amazon, squeezing out alternative providers. The allegations “are in many cases wrong or misleading” and will contest the lawsuit, said David Zapolsky, Amazon’s Sgeneral counsel. We discuss...
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PC demand down
from budget cuts
IDC downgrades f'cast
but IT solutions recover
IT market researcher IDC reports that globall PC shipments continued to decline in Q3'23. The analyst said it was due to weak demand and budget priorities. This chimes with outlooks provided by Microsoft, IBM, HP, but not VAR/distributors Synnex, Softcat & Compucenter?
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HP Imagine's 10
Big announcements
From AI Studio Software to
‘Conference As-A-Service’
At the inugurual HP Imagine 2023 event, the PC/printer giant revealed several new products and services for channel partners including an AI development software platform; a ‘conference room as-a-service’ subscription product; a protect and trace service for PCs; and Poly hybrid work bundles. CEO Enrique Lores said the need for greater flexibility in the workplace was the driving force....
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Buffett joined ceo
Lores in HP selloff?
Insiders unload shares as
tech relic's demand dives
HP Inc, the former PC and printer powerhouse has been in serious decline for 10yrs disguised by high levels of annual price inflation. Last year legendary investor Warren Buffett surprisingly became its leading shareholder with a 12% stake. In recent weeks he has reduced his stake to <10%. Now ceo Enrique Lores has sold $2m shares. What's going on?
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Buffett cuts stake
in HP for 4th time!?
Legendary investor selling
at huge loss after 12 mos.
Warren Buffett's Berkshire Hathaway has sold $540m of HP Inc. shares, undoing part of what has been a large, unsuccessful investment in the maker of personal computers and printers. We never understood why such a savvy investor could see a profitable future in such a tech relic boosted only by price hikes on falling volumes?
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FTC accuses AMZN
of illegal protection
Is chair Khan's attack
aping EU's aggression?
The Federal Trade Commission (FTC) is suing Amazon, stating that its online store, marketplace and services to merchants illegally stifled competition. “Today’s lawsuit seeks to hold it to account for these monopolistic practices and restore the lost promise of free and fair competition,” said Lina Khan, the chair of the F.T.C.
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Synnex s t a l l e d.
Losing mkt share?
#1 $60Bn tech wholesaler
integration slows progress
TD Synnex, the #1Global IT wholesaler has recovered from serious Asian supply problems, but is now suffering slower demand. Complacent CEO Rich Hume commented on positive "momentum" in spite of declining volume growth in its Q2'24 financial review. Report analysis complete inc Analysts' Q&A session
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PC Monitor market
mirrors IT weakness
IDC: Slow user demand
expecting a '24 recovery
The global PC monitor market remained steadfast in its efforts to manage inventory levels amidst a significant drop in demand during Q2'23. Demand still fell short of pre-COVID levels observed in the second quarter of 2019, signaling that recovery remains a work in progress following the surge in volume witnessed from 2020 to 2022.
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