????八個月前，前惠普（HP）首席執行官馬克?赫德因性騷擾丑聞被迫辭職。至今惠普的股價已經下滑了10%。投資者們都想知道這家世界上最大的科技公司何時，以及怎樣才能重回正軌。

????去年9月份，李艾科被任命接替赫德擔任惠普首席執行官。本周一下午，李艾科發表了自任命以來的首次大型公開演講，在舊金山向新聞媒體及分析師們拋出了自己為惠普制定的復興方案。在30多分鐘的演說中，李艾科概述了惠普未來將著重發展的三大方向：云計算；一系列面向個人消費者和企業的互聯網接入硬件；以及軟件，包括將惠普webOS（之前屬于Palm）推向數億PC機、平板電腦、打印機和智能手機。這三大戰略將如何提升惠普的財務狀況？該公司首席財務官凱茜?萊斯加克預計，到2014年，公司將會獲得每股7美元的盈利[根據非公認會計準則（non-GAAP）計算]。

????在擠滿金融分析師的走廊里，大家對此的反應基本是正面的。最引人關注的是李艾科公布的云戰略。借助云戰略，李艾科將帶領惠普脫離高端市場的競爭，避免與IBM和甲骨文（Oracle）等公司在此領域正面交鋒，而將重心轉移至為大型公司和政府客戶提供非關鍵應用，以及為全球的中小型企業提供近乎完備的服務。對此，Cowen & Co的分析師皮特?葛德馬徹表示，“這是明智之舉。高端市場的增長非常有限，僅僅是個位數級別，并且這片市場的爭奪已經結束。而惠普瞄準了市場真正的增長點。”

????但這并不意味著惠普能獨步云領域。惠普的云戰略將使得這家全球最大的個人電腦制造商直接與亞馬遜（Amazon）、微軟（Microsoft）以及Salesforce.com等公司競爭，而后者已經在提供計算、存儲以及其它基于網絡的基礎設施，各公司可以在這些基礎設施上運行自己的業務。

????李艾科勾勒出的云服務將為軟件開發者提供一個一站式“商店”，使后者能測試、保護并銷售各類應用，從企業資源計劃（ERP）系統到為平板電腦設計的游戲，都被囊括其中。它將成為一個在線市場，消費者和企業都能在此購買軟件。假如你開發出了下一款《憤怒的小鳥》（Angry Birds）游戲或是在線日歷，那么惠普將提供基礎設施，在全世界或是僅僅在某家公司內銷售并分發你開發的產品。惠普計劃力推自行開發的應用，李艾科將業務分析和安全這兩個領域列為該公司關注的重心。在服務領域，你可以想象規模高達350億美元的惠普服務業務將努力把顧客推向（同時自己也將被拉向）惠普云服務。

????李艾科承諾，惠普云將真正做到開放。為了舉例，他假設了某家德國公司的企業資源計劃軟件在惠普的云上運行的情況（不過，考慮到李艾科曾經是德國企業資源計劃軟件公司SAP的首席執行官，上述情況可能很快就將成為現實）。李艾科說道：“我們只會審查應用的安全性和互通性。”

????李艾科希望看到惠普設備與惠普云互動。假如對于某款設備以及手頭某項任務而言，在本地完成更合適，那么就在本地完成，而假如更聰明的方法是通過某項基于云的服務，那么不妨通過云服務完成。webOS將所有設備都“捆綁”在一起，你可以用一種設備去操作另外一種——從平板電腦到個人電腦，從智能手機到打印機，webOS將你的工作和生活緊密聯系在一起。惠普每秒鐘就賣出兩部個人電腦、兩臺打印機。自2012年起，（除了智能手機和平板電腦外，）上述設備也將搭載webOS。顯然，惠普是真的打算將webOS推向市場，該公司將其視為未來的Windows，或者更確切的說，是未來的Windows、iOS和Android。它就好比惠普云中的結締組織。

????要做到以上這些并非易事。在前進的道路上會遇到全球其它科技巨頭的阻擋，而后者目前大多是惠普的合作伙伴。不過，假如華爾街之前在等著看對于惠普怎樣才能重獲并保持動力，李艾科是否有清晰的認識，那么李艾科在本周一給了他們答案。現在，李艾科要做的就是成功實現自己的愿景。

????譯者：項航

????It's been just over eight months since Mark Hurd left HP (HPQ) beneath an avalanche of tabloid covers. In that time, HP's stock has slid just over 10%, leaving investors wondering when and how the world's largest tech company can get back on course.

????Hurd's replacement, Leo Apotheker, in his first major public speech since being named to the top HP spot in September, gave his answer to a gathering of press and analysts in San Francisco Monday afternoon. During a presentation that lasted a bit over 30 minutes, Apotheker outlined three major areas of focus for HP in the coming months and years: Cloud computing, a wide variety of Internet-connected hardware for consumers and businesses alike, and software, including pushing HP's (formerly Palm) webOS to hundreds of millions of PCs, tablets, printers and smartphones. The financial upside of this three-pronged strategy, according to HP CFO Cathie Lesjak, will be $7 per share in earnings (non-GAAP) by 2014.

????The early word in the hallway filled with financial analysts was mostly good. What drew most of the attention was the public cloud Apotheker announced. With his cloud strategy Apotheker is steering the company away from direct competition at the high-end from the likes of IBM (IBM) and Oracle (ORCL), towards serving large companies and governments customers with less mission critical applications, and small and medium businesses all over the world with just about everything. "It's smart," says Cowen & Co. analyst Peter Goldmacher, "The growth at the top is finite, it's single digits, and that game is over. HP is going where the growth is."

????That doesn't mean HP will have the field for itself. The HP cloud will put the world's largest PC maker in direct competition with the likes of Amazon (AMZN), Microsoft (MSFT), and Salesforce.com (CRM) that already offer compute, storage and other web-based infrastructure on which companies can run their businesses.

????The cloud service Apotheker outlined will offer a one-stop-shop for software developers to test, secure, and sell all sorts of applications ranging from enterprise resource planning (ERP) to games for a tablet. It will be an online marketplace for consumers and businesses alike to do their software shopping. Develop the next Angry Birds or online calendar and HP will offer the infrastructure to sell and distribute it either to the entire world, or just within a company. HP plans on pushing its own applications, and Apotheker singled out business analytics and security as two areas on which the company will focus. On the services end, you can imagine how the $35 billion HP services business will be pushing clients hard (and just as likely being pulled) toward the HP cloud.

????Apotheker promised that the HP cloud would truly be open. He offered the theoretical example of a certain German company's ERP software running on HP's cloud (considering Apotheker was formerly the CEO of that thinly-veiled German company, SAP (SAP), it might be soon much more than theoretical). "We will only vet applications for security and interoperability," Apotheker said.

????The vision Apotheker has is one where HP devices interact with an HP cloud. You get things done locally if that makes the most sense for the device and the task at hand, or via some cloud-based service if that is the smarter approach. The software that ties all the devices together, and hands off between your gadgets - tablet to PC, smartphone to printer – and between your work and home life will be webOS. HP sells two PCs and two printers every second. Starting in 2012, webOS will be shipping on all of them (in addition to smartphones and tablets). It's clear HP is serious about pushing webOS into the market, and talks about it like it's the Windows of the future, or more accurately the Windows, iOS and Android of the future. Think of it as the connective tissue for HP's cloud.

????Getting all that right is a tall order. The other biggest technology companies in world, most of them HP's current partners, stand in the way. Still, if Wall Street was waiting to see if Apotheker had a clear-eyed vision of how HP can get its momentum back and keep it, he laid it out Monday. Now he just has to pull it off.