You have asked analysts (that is to say suppliers of estimates and consulting to HP) for their comments.
That should be interesting.
And completely self serving.
11 publicly visible posts • joined 30 Nov 2018
Google HP HALO telepresence.
I used it at the time, it was amazing.
But HP did not manage to sell it.
They sold the business to Polycom, which they are now buying?
Now spending $3.3billions on someone else's hardware, integrating it with the PC business unit.
Where is the software piece?
Compaq, Palm, EDS, Autonomy, Samsung printers...
HP does not know how to integrate and leverage its acquisitions.
IDC records and estimates shipments (out of factory). It does not provide insights on demand.
This means that we do not know if there is an "unsatisfied demand", or how large that would be.
Vendors would know what they have on back orders though.
The bigger question is, if IDC is right and thinks the supply chain issues will last well into 2022, by then the DX projects and Hybrid workplace would also have impacted what is future demand.
-20% shipments is terrible compared to the already bad 2020.
We can expect further rounds of layoffs and price increases.
As well as serious existential headaches for the channel.
Considering that HP+ sends data to HP servers in the US while Privacy Shield and Safe Harbour have been rescinded, it seems to me that some product manager in Boise with poor advice from legal in Palo Alto forgot about Europe and is hoping that contractual agreements will suffice.
Good luck with that.