"And getting out of the consumer space, at a time when there are several paradigm shifts going on, means missing huge opportunities."

For HP, at this time, I'm not sure I agree. Why? It's as simple as Apple is in that market as well and nothing HP (or anyone really) has done has stopped or caught up with their momentum.

In fact I think it's smart for them to transition to the enterprise world entirely. We don't hear about it often on HackerNews or Techcrunch, but that market is massive and HP has been acquiring companies within it for years. They likely make more money in the enterprise market (security specifically) than in the PC business. Hell, they just bought a company called Autonomy for 10 billion dollars. What do they do? Enterprise search and information management.