At least one EV player, consolidation is coming as is the common-rail product from the classic ICE car industry.
It's not impossible a couple of major states below G20 level will default on their national debt.
I expect a couple of high profile hedge funds exposed to crypto may come unstuck.
If the worldwide property model continues to drift there might be something there.
If the shift off oil and coal accelerated and those companies did not have gas investments to leverage they could look pretty bad. As could intermediary companies dependent on coal and oil supply/exploration specific goods and services.
If the Chinese state decided to teach Jack Ma a lesson then some of his vast empire might be taken off-line which would hit a lot of people.
Evergreen?
Quite a few economies wish Aramex or whatever its called in the locale would. And uber, and airbnb. Aramex are just awful at their fundamentals. Uber and airbnb turn out to be destructive of social amenity.
Yandex international has had to make some pretty big shifts. ZTE and Huawei likewise.
I thought reliance/jio would kill off at least one Indian telco but they survived.
I thought covid would kill off at least one airline.
I don't understand why HP still exists. Dell and Lenovo kill their business, printers aside and the HP printer market must be shrinking.
"In fiscal year 2022, total revenue of US$63 billion included US$29.2 billion from the sale of notebook computers, US$10.7 billion from the sale of desktop computers, US$11.8 billion from the sale of printer supplies, US$4.2 billion from the sale of commercial printers, and US$2.9 billion from the sale of consumer printers."
With the still current shift to remote work, I wouldn’t be so sure. My anecdotal evidence — tons of used SFF computers branded HP, Dell and Lenovo being sold as renewed on eBay or Amazon. Add layoffs to the equation as well.
Idk about Dell. I just bought my new laptop (Alienware) and the same specs (pretty high end) on a "serious business" laptop instead of a gaming one would have been 600 gbp more. And the premium warranty service keeps blowing me away (instant professional support with remote screen control and if needed technician at home the next working day to replace whatever). Honestly im converted.
Comments
Twitter. As an artifice.
At least one major airline.
At least one EV player, consolidation is coming as is the common-rail product from the classic ICE car industry.
It's not impossible a couple of major states below G20 level will default on their national debt.
I expect a couple of high profile hedge funds exposed to crypto may come unstuck.
If the worldwide property model continues to drift there might be something there.
If the shift off oil and coal accelerated and those companies did not have gas investments to leverage they could look pretty bad. As could intermediary companies dependent on coal and oil supply/exploration specific goods and services.
If the Chinese state decided to teach Jack Ma a lesson then some of his vast empire might be taken off-line which would hit a lot of people.
Evergreen?
Quite a few economies wish Aramex or whatever its called in the locale would. And uber, and airbnb. Aramex are just awful at their fundamentals. Uber and airbnb turn out to be destructive of social amenity.
Yandex international has had to make some pretty big shifts. ZTE and Huawei likewise.
I thought reliance/jio would kill off at least one Indian telco but they survived.
I thought covid would kill off at least one airline.
I don't understand why HP still exists. Dell and Lenovo kill their business, printers aside and the HP printer market must be shrinking.
Classic camera brands shrank but survived. Just.
Village roadshow? Is cinema dead?
HP made $63 billion in revenue over 2022, with $3.20 billion net income. No way they will file for bankruptcy in 2023. Ridiculous prediction.
Is their consumer printer business in HPQ, HPE, or something else?
It includes printers. From https://en.wikipedia.org/wiki/HP_Inc.#Current_operations
"In fiscal year 2022, total revenue of US$63 billion included US$29.2 billion from the sale of notebook computers, US$10.7 billion from the sale of desktop computers, US$11.8 billion from the sale of printer supplies, US$4.2 billion from the sale of commercial printers, and US$2.9 billion from the sale of consumer printers."
That link really didn't answer my question.
Based on HPE's site, it looks like it's all under HPQ. Seems like HPE doesn't deal with enterprise printers at all.
Well, I'm not a HP spokesperson ... if you really want to know then I guess you'll have to find out for yourself.
That's what I just did!
Why would you comment if you have no idea then?
HP supplies an insane amount of offices worldwide. I can't imagine them going out of business any time soon.
With the still current shift to remote work, I wouldn’t be so sure. My anecdotal evidence — tons of used SFF computers branded HP, Dell and Lenovo being sold as renewed on eBay or Amazon. Add layoffs to the equation as well.
I think thats a good take but;
Oil and coal is going strong
Village has the theme park and movie lines so wouldnt think them.
Yandex will be protected by the govt.
I wonder if you could add some state pension funds to the list
Idk about Dell. I just bought my new laptop (Alienware) and the same specs (pretty high end) on a "serious business" laptop instead of a gaming one would have been 600 gbp more. And the premium warranty service keeps blowing me away (instant professional support with remote screen control and if needed technician at home the next working day to replace whatever). Honestly im converted.
You're agreeing not disagreeing with parent comment - they said Dell should be killing HP, not Dell should be having problems themselves.