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HP Enterprise Could Use an Expected Software Windfall to Make Hardware Acquisitions

As EMC (EMC) and Dell get set to tie the knot and create an enterprise hardware giant, HP Enterprise (HPE) is carrying out a radical transformation of its business, morphing from a soup-to-nuts enterprise IT firm in the mold of IBM (IBM) to a company focused on hardware and a small amount of related software and services. There's a good chance additional acquisitions will be part of the effort.

Reuters reported on Thursday that HPE is in talks with private equity firm Thoma Bravo about selling its large Software unit, and hopes...