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MarketFoolery

MarketFoolery: 09.18.2012

MarketFoolery

The Motley Fool

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4.71.7K Ratings

🗓️ 18 September 2012

⏱️ 15 minutes

🧾️ Download transcript

Summary

Energizer gets a boost on Wall Street. And Hewlett-Packard bets on smartphones.

Transcript

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0:00.0

It's Tuesday, September 18th.

0:04.0

Welcome to Market Fullry.

0:05.0

I'm Chris Helen joining me in studio today.

0:07.0

Vermontlyful Asset Management Bill Barker

0:10.0

and for Motley Full Inside Value, Joe Meger.

0:12.0

Gentlemen, thanks for being here. Hello. from dig into the value proposition of a college education.

0:24.0

But we're going to start with something that actually happened last week,

0:27.0

and that's with Hewlett-Packard.

0:29.0

CEO Meg Whitman told Fox News that HP was working on a smartphone and Bill I'll just spot you up with

0:36.3

this quote from CEO Meg Whitman she said there will be countries around the world

0:40.8

where people may never own a tablet or a

0:43.2

PC or a desktop they will do everything on a smartphone. We are a

0:47.7

computing company. We have to take advantage of that form factor. of said oh yeah we're

0:52.6

think of this I I maybe I shouldn't be but I was kind of stunned that she just sort

0:58.4

of said oh yeah we're working on a smartphone well I'm not stunned and I think that it is true insofar as it goes that there

1:09.1

are plenty of people who never will own a desktop or a laptop or something like that, but will do lots and lots and lots of computing on phones or tablets.

1:21.0

And if you're not going to play in those fields you're going to be

1:26.2

lapped by a number of people and you may get lapped anyway I mean Hewlett-Packard

1:31.8

may be already entrenched in the wrong sectors.

1:35.8

They're still in the locker room.

1:36.8

They're not on the track.

1:38.8

They're not even warming up or on the track?

...

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