$HPQ: With All This 'Good' News, Is it Time To Sell IPG?

IPG no longer exists, yet "Printing" is report separately at $5.5B, in Q3. YTY growth has been dropping steadily all year, and operating income hangs in around 18%.

Meg mentioned "managed print services" more often than most of the other reports and referred to a change in the "go to market strategy".

$HPQ reports strong movement forward as a company, although the print business, especially supplies, is off.

Is it time to sell the print business?  Have any idea what the multiplier would be for IPG?

$HPQ InkJet vs Toner - Five Reasons You're Hearing so Much

The concept of inkjet printing originated in the 19th century, and the technology was first developed in the early 1950s. Starting in the late 1970s inkjet printers that could reproduce digital images generated by computers were developed, by Epson,Hewlett-Packard (HP), and Canon. - Wikipedia.

The best marketing dollars are spent inviting 'analysts' to an event, feed them caviar, fillet, and tell them how important they are.  Lo and behold, a fountain of cool-aid drinking marketing content disguised as 'fact' splashes across websites and the industry's remaining print media. No blame, its just the way of things.

Nice ROI.

The $HPQ Way : Destroy All Channels Except One

8/14/14

"My armour is like tenfold shields, my teeth are swords, my claws spears, the shock of my tail is a thunderbolt, my wings a hurricane, and my breath death!"

I've talked about HP Instant Ink before  -

"This is the plan; make printing so cheap the act of printing is as thoughtless as watching TV.

Friends, I give you one possible timeline for the Future of MpS - self-imposed irrelevancy. Rejoice and make mirth for the sun shall shine on our faces forever!

So be it.

Just because the Motley Fool thinks this is a bad idea, doesn't mean it won't work(mopier). We all know how innovative HP can be (TouchPad) and their commitment to customers (2007, product delivered to the highest volume accounts only), employees(25,000 layoffs), and suppliers (thousands of canceled laser engine orders to Canon) is beyond comparison (pale)." - GRW, 2013

Well here we are, not even a year later and HP is bringing its brand of MpS to the SMB  - without you.