Short bio: Computer Scientist, FOSS supporter (read more)
Tux Machines (TM)-specific
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.
HP has historically focused on hardware acquisitions that have enabled it to buy components at lower prices. HP could buy Red Hat and start doing the same thing with enterprise software.