To Save H.P., Break It in Two - NYTimes.com

Excerpt from an HP reality check

"In its current form, Hewlett-Packard is a wasting asset, whose value to customers, employees and shareholders is steadily declining. It is time for the board to move quickly to restore its former status as a company everyone can admire, one that can compete successfully in two very different global markets.
If it does so, Hewlett-Packard’s beleaguered shareholders will finally benefit from a substantial jump in the combined market valuation of the separate companies."

To Save H.P., Break It in Two - NYTimes.com