Instead of looking at PCs versus smartphones, a paradigm that worked well for around a decade, the better way for investors to divide the technology-hardware sector is consumer and enterprise. The two HPs – Enterprise and Inc. – serve as the perfect example. HP Enterprise is up 10% while HP Inc. fell 7% over the period. By examining more closely the end-market and customer base for each company, investors will find it easier to sort likely winners from losers. In the face of even bigger problems for the economy, however, a new analytic framework won’t change the fact that tough times are still ahead.
In addition, I recommend this article about HPE and its CEO Antonio Neri and what he has done with the company. A less sexy story that should be getting a lot more play.