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In This Issue     Feature: HP: Just Two Questions   The Showdown The Board The Company   Quotes of the Week   Ethermail   The Takeout Window   HP’s Stock Performance  The Hewlett-Packard Board   Upcoming SNS Events & Media Links   In Other House News…   SNS Positions Open How to Subscribe May I Share This Newsletter? About SNS About the Publisher Where’s Mark?

New Heads and Hands: I am looking for a new Executive Assistant, and for a person or program to sell SNS site licenses to global corporations; details on both are in the “In Other House News” section of this letter.

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Save the Date – the Second Annual FiReGlobal : West Coast conference will be held on November 11th, at the Fairmont Olympic Hotel, in Seattle. You can register early at preferred Member Rates here:

 

www.futureinreview.com

 

 

[We are currently seeking FiReStar companies for FiReGlobal : West Coast – companies that are making a positive impact on the world, and which need and deserve notice. Please contact Sharon Anderson-Morris at sam@stratnews.com if you wish to nominate your, or another, company.]

 

“You are really doing a great service to the world by showcasing such a variety of frontier ideas, and you seem to take some chances, which is also great to see. I’ve given talks and attended annual SoCal, TED, and Renaissance meetings, and yours creates the best atmosphere for an exchange of ideas in a professional yet easygoing atmosphere.” – James Fallon, Chief Scientific Officer, NeuroRepair Inc., a selected FiReStarter 2010 company.

 

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» HP: Just Two Questions

 

There was something funny about the Mark Hurd story from the outset.

 

While everyone else seemed to be getting off on all the possible – and later, apparently wrong – titillation eddy currents, there was something missing in the main event: other than his resignation from Hewlett-Packard last week, there was no story. (Disclosure: Mark Hurd is a longtime SNS Member.)

 

I thought it might be useful to use Mark’s stepping down as an appropriate moment to look at Hewlett-Packard, not from the perspective of the usual quarterly Wall St. analyst pennies-earned view, but from a longer-term strategic view.

 

We can start with the Scandal Without Story, get that out of the way (and it is, after all, quite interesting), and then move to what matters now: Whither HP?