Storage Effect

EDS differentiates HP more than you might think

Could Om Malik be on to something?  Unlike other analysts looking at HP’s pending acquisition of EDS as a me-too consultancy move - similar to IBM acquiring Price Waterhouse Cooper a few years back – he sees HP shooting for the clouds. 

His rationale: EDS’ clear strengths in outsourcing, plus other recent HP acquisitions all pointing to building out a global data center infrastructure. 

This would be a great play for them to put their comprehensive server and storage system portfolio to work in-house.