I don’t think Leo Apotheker is going to survive long as CEO of Hewlett Packard. This is not based on any inside information, just my own pondering. And when Apotheker does go down, I’m pretty sure I know who will take his place.

The players in this drama are Apotheker, various HP executives, and the HP board, with the important bit of information being that the board has changed substantially in composition since Apotheker was appointed last year. It’s a new board.

Leo Apotheker was a dark horse candidate to run HP. He’s German, comes from an enterprise software background at SAP, the big German software company, and has no history in hardware. All previous HP CEOs […]