Change Management
Strategic Change, Execution Blunder (Part 5) — Does Hewlett Packard Know What It Wants To Be?
Wednesday, October 19th, 2011HP is the proverbial Silicon Valley company: Conceived in a Garage in Palo Alto by Bill Hewlett and Dave Packard it grew into a multinational Information Technology powerhouse. Along the way it shed important businesses (its precision measurement devices was spun off into Agilent), and it acquired major businesses like Compaq Computers and EDS, a […]
Strategic Change, Execution Blunder (Part 4) — Netflix Commits A U-Turn
Monday, October 10th, 2011Qwikster is no more. In an abrupt change of strategy Netflix announced on Oct 10th that they will give up on spinning off their DVD-by-mail service dubbed Qwikster, only a few weeks after they announced they would spin it off. Strategic masterpiece? Well, you can look at it from two very different perspectives: Great move! Netflix […]
Strategic Change, Execution Blunder (Part 3) – Netflix’ Troubles
Monday, October 3rd, 2011Netflix, the movie rental service, has been a consumer favorite and Wall Street darling for a long time. Netflix changed the way Americans consume movies and Netflix drove competitors out of the market with their simple and valuable business model. Customers manage a queue of movies and TV episodes on their website, and Netflix […]
Strategic Change, Execution Blunder (Part 2) – What Happened At Nokia
Monday, September 26th, 2011Nokia of Finland was at the top 2007. Sure, their market cap was even higher in 2000 at the climax of the tech bubble, but only 4 years ago Nokia outperformed any competitor in the mobile phone business. Overall they lead the cell phone market and invented the smart phone. Their share price was around […]
Strategic Change, Execution Blunder (Part 1) – Introduction
Friday, September 23rd, 2011Participating in or watching the stock market in 2011 can be nerve wrecking. Shares go up and down driven by macro-economic developments, recession fear, and relief that everything will be fine. There are a couple of well known companies though that fall much more than the market. In this loose series I want to discuss […]

