HP’s commerce meltdown over the rush of $99 TouchPad orders exposes weaknesses in HP’s infrastructure business. http://t.co/6lCysLP #yg

Must-read article about why Amazon can’t make a Kindle in the US by Steve Denning. Mgmt and accounting are in the way. http://t.co/SIfu3zJ

Must-read article about why Amazon can’t make a Kindle in the US by Steve Denning. Mgmt and accounting are in the way. http://t.co/SIfu3zJ

RT @MichaelDell: If HP spins off their PC business….maybe they will call it Compaq?

My take on HP deciding to watch the mobility revolution from the comfort of the air-conditioned data center. http://t.co/MKYJdWv #yg

@anders94 @asymco’s HBR blog about HP is first rate: http://t.co/IrGggal My piece on the same topic will be on yankeegroup.com soon.

Dear HP: People didn’t get the joke about Autonomy no longer being autonomous. Demand a refund of your $10.5B.

Re HP, I think iPad-killer companies have actually fared worse and failed faster than iPhone-killer companies. #yg http://t.co/MPn8zxL

HP is now a big bet on printers, nonstop servers and consulting. #yg

Oops. HP is killing WebOS. And then there were four major smartphone operating systems: Android, iOS, Blackberry, and WP7. #yg