Why HP needs to merge with SAP

HP has had to face tough realities this week. Fortunately, there is a way for it to survive: Embrace the inevitable trend favoring “vertical” companies.

Tech banker Frank Quattrone foresees lots of cross-industry mergers

Apple taught the tech world that going vertical — where a company owns many of the critical technology ingredients that it uses in its products — can result in big payoffs. Products like the iPhone and iPad are made with Apple software, chips, and hardware.