Briefly donning an HP marketing hat, Hinshaw opines: "When you think about SDN, it's a big threat to companies like Cisco because their bread and butter is to sell more gear. And this is more about optimizing the gear you have and the applications you run on it."
In concluding our meeting, which took place amid rising shareholder discontent and shortly before Ray Lane stepped down as chairman, Hinshaw said: "There's a lot of good to tell about HP. Unfortunately, some of the strategic decisions did cloud that for a little while, but the great thing about Meg [Whitman] is that she's incredibly transparent and very clear about what isn't working well, dealing with that and saying here's where we're headed. It's going to take a little time and there's lots of work to do, but we're starting to see the early returns."
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