Needham's Richard Kugele and Susquehanna's Jeff Fidacaro think H-P's (HPQ +2.3%) buyout of Autonomy could be the first of many acquisitions, at least if it's serious about transforming into a software juggernaut. Fidacaro sees RHT, INFA, TIBX, and TDC as potential acquisition targets - H-P previously weighed bids for the latter two.