Conclusion: HP’s split into two companies is more important as a sign of the dramatic changes in the IT infrastructure market than the impact it will have on HP customers. When combined with IBM’s exit from the PC and x86 markets and Dell going private, poor financial results from leaders such as IBM and SAP, it is clear we are in the midst of a major industry transition that is being driven by the forces of Social, Mobile, Analytics, Cloud and Consumerisation (SMACC).

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Kevin McIsaac

About The Advisor

Kevin McIsaac