Bi-Polar Disorder at HP?

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Leo Apotheker CEO of HP in a recent interview came off as a really smart, refreshingly calm captain of the tech industry.  You know the type, not smiling but almost, methodical and thoughtful in his delivery. Confident, not cocky. He knew his numbers, his trends, margins (everyone’s margins, in fact) and had a plan – a future-proof plan.  Use WebOs as the connective tissue for all computing and communication devices, bolstered by an enterprise cloud play.  Lovely.  Sprawling but lovely. Anyone smell an apple?

Those who read these musings know I am all about focus.  That’s the brand planner in me. HP has been anything but focused over the last 10 years. A printer company. The world’s leading PC company. Outsourcing. Big iron. Smart phones. Tabs. And operating systems. But let’s not forget in the post Carly Fiorina era, this company’s financials have been smoking. So the company’s scale has been a positive.

In a stunning announcement yesterday, Mr. Apotheker went on record as saying he wants to jettison tablets, smart phones and the WebOs as businesses, sell the PC business as a standalone unit and buy Autonomy Software for $10B. Normally, I would support this type of move, especially for a floundering company, but this almost feels other-worldly.

The reported for the New York Times Verne G. Kopytoff (also sounds fishy) used words to describe the PC move such as “dump” and “unload.” What PR person was handling this briefing?   

I understand the need for focus and I get the desire to increase margins through upping the software and cloud quotient, which by the way dials down the need for headcount, but this business move feels bi-polar. I wonder how the story is playing in the HP Personal Systems Group today?  Check the meds. Peace.