This sounds reasonable, and I also think it is better for HP to just sell their hardware to enterprises and add software to create complete appliances, instead of competing with Apple in the consumer market. However, was this really the best exit he could get for Palm in the span of one year? Also, why did they buy Palm? To compete in the enterprise mobile market (which surely will be large) But then, why not sell the Touchpad to enterprises and integrate it with the software from the start? Could be an unbeatable combination. Well, let's see what happens in the next months. I know that some executives from SAP/SAP Business Objects followed him but I haven't seen any big announcement of software offerings.