Robert M

HP Software Lacks Any Semblance of Strategy

Based on the stunning title of the article, I thought there was actually going to be some explanation of why there is no strategy. Instead, the article clearly "lacks any semlance" of substance on the topic.

Where are the specifics behind the claim of no strategy? Has the author seen a presentation on the strategy and has specific complaints?

The only strategy I could make out from the article was that HP should do more big acquisitions, but then the author is also complaining that making acquisitions leads to a set of incoherent products, so that doesn't make sense even by his own reasoning.

Buying CA, for example, would basically mean HP would have even a larger "mishmash" of products, a large portion of which overlap with HP's existing offerings, many of which are already the #1 or #2 products in their respective categories. And, the author says HP's problem is the pieces "lack coherence", which is the same problem CA would also face, since they are also are made up of products from multiple acquisitions.