Not a great business plan if you ask me. You see it a lot in sports: change all of the players to match the new coach's plan rather than adapting the plan to fit the players you have. Usually they stumble around for a few years during the "turnaround" and then repeat the cycle with the next coach.
Oh, and he refocused the company on its original core business, where Apotheker is moving HP away from its historical roots.
I was having a conversation with a friend of mine who works for SAP and apparently he has a very established network of large enterprise companies who would buy his ERP software if he told them to buy it. This is how enterprise software works by the way - its not by value but by the shake of a hand. The question is what software do they have to sell? Sure they bought Autonomy, but that's only a small piece of the pie.
Startupreneurs who are looking to white-label to enterprise, STOP. dont waste your time.
A few years ago, under Mark Hurd, they bought EDS and Mercury for that.
http://en.wikipedia.org/wiki/Mercury_Interactive
Never heard of their software? Be glad.
Of course, he might have been constrained by the CEO.
http://www.businesswire.com/news/home/20110711006653/en/HP-D...
Announced about a month ago...
I don't blame Apple for ignoring enterprise customers: they're usually a huge pain in the ass to deal with, and rarely have a clear idea of what they actually want. They engage suppliers just to have "a neck to choke" when things inevitably fall apart.
They aren't trying to run your enterprise for you, which is what a lot of ERP systems claim to do.
Apple is clearly going after the enterprise market on their terms, and their terms alone.
Had HP been smart they would have stayed in the tablet business and aggressively integrated it with their software stack. Letting customers buy HP from end to end, sort of like Apple.
They've just handed Apple a much easier path into the enterprise market - which they don't seem to be wasting.