Cloud Computing: Missing Trends, HP and Dell Need a Reboot
Grazed from NewsFactor. Author: Michael Liedtke.

Hewlett-Packard Co. used to be known as a place where innovative thinkers flocked to work on great ideas that opened new frontiers in technology. These days, HP is looking behind the times.
Coming off a five-year stretch of miscalculations, HP is in such desperate need of a reboot that many investors have written off its chances of a comeback.
Consider this: Since Apple Inc. shifted the direction of computing with the release of the iPhone in June 2007, HP’s market value has plunged by 60 percent to $35 billion. During that time, HP has spent more than $40 billion on dozens of acquisitions that have largely turned out to be duds so far…


The news at VMworld that VMware was applying to join the OpenStack Foundation sounded a little like Microsoft asking to join the Linux Foundation. Really? VMware is embracing a stack of open source bits that does much of what VMware’s expensive, proprietary software does? Why would it do that?