Quote to Note: HP Comments on Dell EMC Deal

October 13, 2015

HP Enterprise’s Whitman Pans Dell’s EMC Purchase over Debt” reproduced a memorandum allegedly written by Hewlett Packard’s big dog. I highlighted one passage as a keeper. Here it is:

…this [Dell paying $67 billion for EMC] is a good thing for Hewlett Packard Enterprise and an opportunity for us to seize the moment. This is validation for the strategy that we have laid out and I am not surprised that others would try to emulate it.

Yes, HP’s strategy is something that Dell is emulating. The flaw in Dell’s “validation” is that it did not purchase a search and retrieval company. Now the Dell plan is one that may work out. On the other hand, it may work out only for those involved in the financial and legal activities.

How many other companies will be emulating HP’s strategies? Show of hands, please. Anyone?

Stephen E Arnold, October 13, 2015

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