Although new Hewlett- Packard CEO Mark Hurd took the first step last week in his plan to improve the company's uneven performance — cutting 14,500 jobs and instituting a major reorganization — he still must decide what kind of company HP will present to enterprise customers. HP has several choices. The company can emulate Dell by cutting costs and becoming a leaner supplier of commodity hardware. It can take a cue from IBM and sell enterprise customers on the breadth of its datacenter products and consulting services expertise. Or it can continue to try to do both, a strategy that has put HP in a unique position among global IT hardware vendors but has produced uneven profits since the company acquired Compaq in 2002.
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