Last week at #storagebeers, myself and Chris Evans were chatting and I was saying that you couldn't run your business with HP but you could with IBM or Oracle; although that wasn't quite true as IBM and Oracle still needed a network division (but then IBM go and buy a network company).
So HP announcing Leo Apotheker of SAP as their new CEO seems to indicate that HP realise this and are planning to start going after the application space. I guess this is all going to be about owning the whole stack!
It's going to be an interesting ride folks. Snorage may be snoring but the stack-wars are going to get interesting. I hear IBM are going to bring back the old dress-code as we head back into this strange 60s timewarp!