Hurd, Gerstner, HP and NCR

Redmonk James Governor suggests that new HP CEO Mark Hurd is using former IBM CEO Lou Gerstner's playbook--no glitz, glamor, trendiness, dissembling or philosophizing, just execute. James also floats a rumor: HP would acquire NCR (Hurd's former company) to bring Teradata and its enterprise analytical capabilities into the fold, as well as bustling point-of-sale and ATM equipment businesses. A good compliment to the HP NonStop (formerly Compaq/Tandem) business. I've heard stranger combinations, but I wouldn't expect Hurd and the HP board to jump on any major deals without further cleaning up its own house first...