I wouldn't be surprised at all, if in 2018 HPE announces a mega-merger with SAP. Think about it... There's no way HPE will be able to survive long term just selling servers, and for sure it won't sell itself to either Oracle or Lenovo...
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Meg Whitman goes from Disney to eBay to HPE. What qualifies her to run a tech company? Nothing. I read an article about HP after the Hurd and Apotheker debacles about the problem with Silicon Valley CEO recruiting. Basically, they want CEO of a large company experience, which makes the candidate pool pretty shallow and small. Therefore, they keep recycling the same losers from other companies. And why, when they are as rich as Whitman from her previous gigs do they keep job hunting? Ego, power, need for attention.
Ask eBay sellers who ran good small businesses on eBay prior to whitmans tenure there what happened when she opened eBay up to China and killed sellers with fees? They left. eBay was wonderful before she had to create her empire.
Right now HPE doesn't have any acquisition, business expansion plans but rather selling off its business parts.
We have been hearing so many times that sw and hw do not fit well in a company's portfolio so that this idea it doesn't really make sens
US govt won't allow servers (installed at major defense sites ww) to Chinese company.
If you read between the lines, Meg was basically stabbing Apotheker in the back the whole time he was CEO. She spent several years criticizing him for transactions such as Autonomy that she voted to approve.
Why in the world would SAP want to merge with a hardware Company, when everything is moving to the cloud - and we s--- big time there? Look at Oracle... Their acquisition of Sun was a mega-disaster from a hardware perspective. The only reason that comes to mind to make some sense out of this would be two desperate Companies looking for an artificial temporary life support alternative to extend their existences a bit longer (but I don't see the need for that for SAP - at least not for now). I think Lenovo will be the one buying some chunks of HPE, as it did with IBM several years ago...