“With Hewlett-Packard’s strategy day a week away, analysts are
placing their bets on what CEO Leo Apotheker will outline. After
HP’s last quarter, expectations are low, but Cowen analyst Peter
Goldmacher has an intriguing idea that could be quite
disruptive.“Goldmacher outlines two options for HP. The first approach is
the most obvious: Continue to offer an integrated IT stack that
will compete with Oracle and IBM. That status quo approach is more
of the same.“The second—and more intriguing idea—is that HP
moves to commoditize software.”