Sent by DPS e-pal and friend whose opinions I value…He knows and admires the author….I know and admire DPS…..rsk
As you requested, here’s my current thinking on Carly. Remember, you asked for it!
I remember well when she took over HP because I was then neck deep in the tech industry as CEO of a circuit board manufacturer. Her appointment to head HP was a big surprise because she was not only an outsider but from a company with a very different culture and structure, Lucent Technologies, the former manufacturing arm of AT&T (and a big customer of the company I was running at the time) but also her reviews from her stint at Lucent were decidedly mixed.
When she led HP through a bitter battle to buy Compaq in 2002, which itself had just gobbled up DEC shortly before, I thought it was a very risky move. Computer hardware was rapidly turning into a commodity manufacturing business, with Dell and the Chinese crushing older, highly integrated and high cost companies like DEC and Compaq, and HP was facing its own problems against lower cost competitors. Buying the combined Compaq/DEC looked daft. And it quickly proved to be a disaster, costing Carly her job.
I then watched Carly run against Boxer in ’10 and was really pulling for her, because the Senate control could have hung in the balance. Boxer, who was terribly weak at the time and thought to be easy to knock off, crushed her. One of the big and highly effective points she used against Carly was the HP fiasco. Bear in mind that HP was a Silicon Valley icon and hence closely followed and well understood in CA. It was very hard for Carly to hide what happened from that electorate.