HP: Finally Some Heroics in a Corporate Boardroom

The column I previously had written for today was focused on how Todd Bradley was trying to force HP into taking him as CEO and ended with my hope that the company would make a more strategic choice. Imagine my surprise when it gave me and its investors an early Christmas present by doing exactly that. This effort was far from painless, but it sets up HP better for the battle it — and IBM — will be facing over the next decade with a strengthening Oracle. Software and vertical integration rule, baby, and all three companies are clearly going to war.

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