[1] https://www.mercurynews.com/2010/04/20/analysts-carly-fiorin...
[1] https://www.mercurynews.com/2010/04/20/analysts-carly-fiorin...
Whatever her other faults as a CEO, that’s just not what happened with the Itanium. The writing was already on the wall for high-end Unix in the mid-1990s.
HP teamed up with Intel and had them take over the bulk of R&D expense with HP continuing to extract profits from the shrinking market for over a decade. Meanwhile the competitors DEC and SGI and Sun basically went out of business. (IBM of course retained its niche as the only choice for those who only buy IBM.)
Nobody talks about Sun’s contemporary leadership using phrases like “that dumb hockey jock Scott ruined Sparc.” Somehow it’s ok when the CEO was a woman.
You don’t hang around with enough ex-Sun people if you haven’t heard derogatory comments about McNealy. But his ultimate failure at Sun wasn’t the same scale, and Sun was never as well managed or universally revered as HP.
One thing McNealy did get right is that Sun was pretty much the only one of the large Unix vendors that wasn't at least preparing for the possibility of an all-Microsoft future with NT. (IBM was arguably placing more of a small side bet that execs like Mills didn't really believe in but almost no one besides Sun dismissed NT out of hand.
I have an acquaintance who has been at HP for ages and his characterization is more that she was left holding the bag.
Hurd did seem to right the ship when he took over. But, to the degree many of us didn't really recognize at the time, a lot of that was financial engineering and eating of seed corn.