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HP's way forward? Commoditize software, buy Red Hat

Mar 08, 2011, 15:35 (2 Talkback[s])
(Other stories by Larry Dignan)


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"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."

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