Hewlett-Packard: Will Split Make Company Stronger?

The transcript discusses HP's ongoing restructuring under CEO Meg Whitman, highlighting the impact on earnings and the company's strategy to split into two Fortune 50 companies. It critiques the use of restructuring charges to boost non-GAAP earnings and questions the sustainability of this approach. The discussion also touches on the broader trend of tech companies adapting to change and the implications for shareholders.

What does the speaker imply about the long-term viability of HP's restructuring efforts?

Discuss the significance of non-GAAP earnings in the context of Meg Whitman's compensation.