Published: August 9, 2010
There was something funny about the Mark Hurd story from the outset.
While everyone else seemed to be getting off on all the possible – and later, apparently wrong – titillation eddy currents, there was something missing in the main event: other than his resignation from Hewlett-Packard last week, there was no story.
I thought it might be useful to use Mark’s stepping down as an appropriate moment to look at Hewlett-Packard, not from the perspective of the usual quarterly Wall St. analyst pennies-earned view, but from a longer-term strategic view.
We can start with the Scandal Without Story, get that out of the way (and it is, after all, quite interesting), and then move to what matters now: Whither HP?