The following video is part of our "Motley Fool Conversations" series, in which senior technology analyst Eric Bleeker and Chief Technology Officer Jeremy Phillips discuss topics across the investing world.

In today's edition, Eric and Jeremy talk about whether stalled technology giant HP can turn it around. It has been trying to transform itself to a light version of IBM's model, but lacks the discipline Big Blue has in making smaller purchases that fill in needs and can add to business profitability in a short time frame.

Even though HP might look cheap, Eric would rather stick with the company it's trying to copy, IBM, if you're going shopping for big tech companies.

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This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.