So, last week SAP goes into ramp up with HANA 1.0 and now I read this very interesting post from Mark Smith at Ventana Research titled "HP Gives Up on Business Intelligence and Analytics Markets". A very insightful post. You can read it here: http://marksmith.ventanaresearch.com/2010/12/06/hp-gives-up-on-business-intelligence-and-analytics-markets/
BI and Analytics is such a growth area with IBM (Netezza, Cognos, SPSS), Microsoft (Excel, PerformancePoint, Analysis Services), Oracle (Exadata, Hyperion, Siebel, OBIEE), SAP (HANA, BW, Business Objects), and Teradata all investing so much in this space that it doesn't make sense that HP would exit. It could be that HP is cleaning house in preparation for a major acquistion. After all, the HP Board wouldn't bring in as a CEO a software guy like Leo Apotheker without thinking about doing something big in this direction.
When considering what Leo Apotheker would do, consider that he was SAP CEO when SAP bought BOBJ and so Leo has a good relationship with John Schwarz who now sits on the board of Teradata. Also, even though Leo was pushed out of SAP, SAP and HP are collaborating on HANA which is a crucial next generation technology for SAP so there could be some real synergies there.