October 1, 2012
Today, fool.com tech analyst Eric Bleeker looks at two titans of tech, Hewlett-Packard and Oracle, and each company's plans for the future.
With regard to HP, Eric thinks the company's goal to drive toward "information everywhere" is doomed to failure because the company lacks the cohesion and execution to bring its multitude of acquisitions together under one strategy.
While Oracle and HP share similarities in the tech space, as both have given up strength to competitors and are in many ways playing catch-up in key industries, one crucial difference is that Oracle still sits atop its game, while HP is stumbling down a few rungs. The company's new "cloud-vision" could have some potential to reward investors, but Eric cautions investors to assess the news with a cautious eye.
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