專欄惠普

HP should have known all about Autonomy

Things got quite exciting in London at noon on Tuesday. First Kweku Adoboli, the rogue trader formerly employed by UBS, was sentenced to seven years in prison for fraud. Then Hewlett-Packardaccused the former management of Autonomy, the UK software company, of wrongdoing. The moral appeared to be, as a New York journalist wryly tweeted: “Don’t trust the British.”

Hold on a minute, though. This is HP we’re talking about, a company that has a sorry record of overpaying for acquisitions and then writing off most of the value shortly afterwards. If Autonomy inflated its value in its $11bn sale to HP last year, which it firmly denies, it was bought by the world’s biggest deflater.

As Meg Whitman, HP’s latest chief executive, disclosed a writedown of $8.8bn on the Autonomy deal, she made it sound like a unique scandal. But three months ago, she wrote down $8bn on its $13.9bn purchase of Electronic Data Systemsin 2008. Not even that collapse matched Léo Apotheker, her predecessor, who wrote off more than the $1.2bn HP had paid for Palm in 2010.

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約翰•加普

約翰·加普(John Gapper)是英國《金融時報》副主編、首席產業評論員。他的專欄每週四會出現在英國《金融時報》的評論版。加普從1987年開始就在英國《金融時報》工作,報導勞資關係、銀行和媒體。他曾經寫過一本書,叫做《閃閃發亮的騙局》(All That Glitters),講的是霸菱銀行1995年倒閉的內幕。

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