The start of unbounded spending... Maybe.
GoFarley, you make a series of strong points and I think you are mostly on the money. I agree that HP can make hay by integrating current enterprise operations wtih the cloud and it is potentially good at that. You leave out one point: few parties are more trusted to perform the integration task than HP. I think it's wise to take a largely open source code route and you sort of assume it will need to integrate a lot of open source developers into that process through acquisitions. Yes, but don't rule out HP developing expertise in the open source, and contributing to projects of interest without acquisition. If it can offer its integration skills as expertise on top of that of the enterprise developer and IT staff, that may be enough. Also correct, Amazon, Microsoft and Google are not particularly good at it. In addition, Mickos is skilled at building strength, even when starting out with a weak hand.