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May13
H-P shells out big time for EDS, but the stakes in the struggle with IBM are too high to do anything less
Engulfing and devouring EDS, Ross Perot’s old company that made him a billionaire, is good all the way around for the Hewlett-Packard brand because it fortifies H-P’s already robust value proposition in the arcane world of data management infrastructure where H-P needs to shine brighter.  

H-P has no choice but to strive for competitive advantage over IBM and now, with the the EDS sales force in the H-P fold, the Palo Alto institution has more than a fighting chance.  CEO Mark Hurd of H-P is a man with plan.  His predecessor, Carly Fiorina, got props for strategy, but Hurd’s a guy who can think strategically and act tactically.  This $14B acquisition is another piece of evidence.  Should pay off.  Perot, and even Walter Hewlett, must be smiling.

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