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2. EDS And HP Enterprise Services
Analysts will be interested to hear Whitman's plan for revitalizing HP's Services division, which has seen relatively flat revenue the past several quarters.
HP denied it was looking to sell EDS, which accounts for the vast majority of its Enterprise Services business, in response to a CRN report last month that it had shopped the business to private equity firms.
In a meeting last week with channel partners, Whitman denied that EDS is for sale and insisted that it is an important part of HP's future services plans. She told partners EDS is going to be a "great turnaround story" and reiterated this message earlier this week in an interview with the New York Times.
Brian Alexander, director of technology research at Raymond James & Associates, believes HP wants to sell EDS and could fetch around $5 billion for it. However, he thinks HP may have a tough time finding a buyer.
3. Autonomy And Vertica
Whitman wants to build HP's software capabilities, and she has two highly regarded sets of big data technology in Autonomy and Vertica. Analysts will be looking for some insight into Whitman's plan for monetizing these assets.
HP Software chief George Kadifa said recently Vertica is growing, with revenue in the "middle-double-digit millions" range. But, HP is still pumping the brakes on selling Vertica through the channel and hasn't offered any indication of when it might do so.
Vertica's high-performance database analytics is a complex sale, but Whitman wants to get the channel involved in selling it. HP currently does around 15 percent of its Autonomy and Vertica through the channel, and Whitman would like to boost that figure to around 40 percent, sources told CRN.
Whitman is expected to discuss how hiring Microsoft veteran Robert Youngjohns to run Autonomy will help this business to start gaining momentum. Whitman was saddled with the $10.3 billion Autonomy acquisition upon taking office, and HP has had a tough time figuring out how to integrate it with the other parts of its business, sources told CRN.