Carly Fiorina

Accountability – what make the world go.

Predictability – what the world likes.

Carlys lack of predictability was her demise at HP. Gone, accompanied by a $42M severance package. I still have a hard time comprehending executive compensation in Fortune 500 companies. What do you do with that kind of money. But then again her annual compensation at HP (as of 2003) was around $7M; so she had to have figured out somewhere to put that kind of money.

What will become of her – more than likely, politics. She will end up being a republican politician and the world will certainly continue to track her performance.

What becomes of HP? Still not sure. The company has been in trouble in even before Carly came aboard. Her merger battle for Compaq was a wager she had placed and unfortunately it did not work out. The company will more than likely split up its divisions – separate its profitable Imaging Dept. from Enterprise and PCs (although HP executives currently deny it will happen.)

There is no other road for the company to become profitable. Wall Street is experiencing a HP stock buying frenzy, but being the conservative investor that I am, my word of advise would be to STAY AWAY from it.