What Will HPE Sell Next?

I joined a bunch of analysts in discussing Hewlett Packard Enterprise's next move at a secret conclave last week. The company had just announced the sale of its IT services, which basically undid much of Mark Hurd's work as CEO. It already had sold off PCs and printers, more than undoing Carly Fiorina's earlier efforts. Granted, HPE spun it like it was an acquisition, but this move leaves the firm even more crippled, suggesting there's more to come. To hear Meg Whitman speak, it was like she had completely lost touch with reality.