Holger Mueller of Constellation Research is chiming in with his top 3 takeaways of the recent HPE 'spin merge' of most software assets with Microsfocus.

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News Analysis – HPE sells (most) software assets
MyPOV: Remarkable speed of HPE shedding assets the rest of indus-
try wants to keep. Long term viability if public cloud happens
fast remains the #1 concern. Future will tell.
HPE ‘spin merges’ off all ‘non strategic’ software assets to Microfocus
in a 8.8B transation.
Top Takeaways
• HPE strategy could not be more opposite vs Dell, IBM & Oracle
• Whitman wants all focus on the SDDC
• All software subjugated to SDDC, making HPE an on premises player