HP: What Léo Apotheker’s Decisions Mean

Excellent analysis - JLG is right on the mark here. (I liked it in part because he too brought up the obvious question not many are asking - Why did HP prematurely declare spinning off of their PC business when the uncertainty can kill off sales and undervalue any sale of PSG. It pissed off the investors too.)

For fun he suggests Microsoft buy HP's PC business - amusing! If they did end up buying it though Microsoft might have a chance at going after Apple with integration. Highly unlikely though - not because that will piss of their partners (they have nowhere to go) - but Microsoft doesn't really need a volatile, costly and low margin PC business to provide integration - there are cheaper/better ways of doing it.

I have only one question: how long until Apotheker is fired?