I've heard this before!

Hey, Wall Street's calling for HP to be broken up into different pieces. Standard line of reasoning: certain parts of the company's business are being used to pump money into others than aren't doing well.

The call for chopping up the company sounds very similar to what was being asked of IBM some 13 years back. Back then, Lou Gerstner decided that IBM derived it's strength from all the different things that it was capable of doing. The whole being greater than the sum of parts.

HP's problem is that it's confused about whether it wants to be a Dell or an IBM. Interesting read (from news.com).