Hewlett-Packard Spinoff May Spur M&A: Bajarin

The transcript discusses the timing of decisions made by HP's leadership, particularly Meg Whitman, and the challenges faced by the company in stabilizing and growing its enterprise and PC divisions. It explores potential mergers, the need for strategic investment, and the implications of leadership changes, including Whitman's dual role in the company.

What challenges did Meg Whitman face when trying to stabilize the company after Leo's departure?

How has the demand for the enterprise divisions changed compared to the PC and printer sides of the business?

What potential strategies could HP consider for its PC division after the spinoff?

What role does the new CEO of the PC Division play in the company's future?

What are the implications of Meg Whitman retaining her role as CEO of the enterprise business while overseeing the PC division?