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It's no surprise that the new-and-re-improved Hewlett-Packard has come to the conclusion this afternoon, under newly-minted President and CEO Meg Whitman, that it will not spin off the Personal Systems Group (PSG) division responsible for producing PCs and tablets. This move was announced after the close of stock trading Thursday afternoon.
But one of the first questions analysts asked during an HP investors' press conference this afternoon was the fate of its tablet unit. Today, Whitman made it absolutely clear that any tablet PCs HP may produce in the coming year will center around Windows 8, not the webOS platform that HP acquired in the Palm buyout just over one year ago.
The rate at which data, or content, is being produced for the Web and being generated for businesses has outpaced the rate at which conventional databases are evolving to better manage it all. It's a fact of life that we perceive on a gradual basis every day, but that we haven't yet acknowledged to be as significant or dangerous a trend as it is: Data is getting slower. Networks are getting bigger as the cloud is getting broader, and data that was already difficult to manage is becoming impossible. Content management systems today continue to be based on the types of structured database systems about one or two steps more evolved than dBASE. We've known they would be insufficient for the task, but we've put off the problem of composing a new architecture.
It's already too late for major IT companies to start that new architecture from square one; if a company has any hope of addressing this colossal, underappreciated problem, it will need to acquire the architectural project in progress. This is what Hewlett-Packard announced yesterday that it intends to do: acquire a software firm whose core product aims to supplant everything we know about databases, both the SQL kind and the Google kind. In its place would come a clustered approach whose goal is no less than to be the central repository for meaning in the world.
And in exchange for this, HP is willing to let go of the promise of Palm.