Enderle: New iPad is a ‘penis iron’ and Meg Whitman is clearly a bigger asset to HP than Cook is to Apple’

“Last week was an interesting week. Apple announced what appears to be a penis iron in the new iPad, and folks are burning through their monthly 4G data plans in a few hours,” Rob Enderle writes for TechNewsWorld. “Tim’s having his first Antennagate moment, and Steve Jobs he isn’t.”
“On the other hand, Meg Whitman announced her first major restructuring since taking over HP, and on paper it not only looks impressive, but also is reminiscent of what Carly Fiorina attempted to do in a lot of ways,” Enderle writes. “Fiorina was considered a strong visionary — she just wasn’t good with people and couldn’t execute. Whitman appears to have Fiorina’s vision and can execute, which bodes well for HP.”

Enderle writes, “Ironically, the stock market continues to reward Apple and punish HP, which suggests the market remains consistently out of step with reality.”

“Cook has been increasingly compared to Jobs and found wanting. His last two product launches weren’t very exciting, and the new iPad appears to have serious problems. People have been writing to tell me they are returning theirs,” Enderle writes. “The problems range from poor WiFi reception and WAN data plans that run through their monthly allocation in hours, to the very high temperature that the iPad operates at, which Consumer Reports says could cause burns if held for a long period…”

Enderle writes, “We already know Cook can’t present like Steve Jobs, and it is as yet unclear whether the proper balance is being maintained between design, engineering and finance. With this device alone, you could argue it is not a good balance, based on these problems (best to wait for the newer iPad).”

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