Comments and analysis from all over the industry continue to pour in. The general opinion is that HP is trying to correct for the mistakes it made in past years and that their track record says they'll just be making new mistakes. A consensus seems to be forming around
(1) Management mistakes like trying to follow trends but coming in too late with the wrong skills
(2) Lack of focus -- trying to do everything; even big companies can't do that
One very good article I found hones in on the mistakes HP made and how partners can identify and avoid such errors.