HPE - Making Sense Of The Industrial Internet Of Things (Lessons From GE Digital)
1.0 Executive Summary
Originally, the intent of this report was to examine what went wrong with GE (GE) Digital such that the company now plans to auction key pieces of this business which "…loses money despite billions in investment". My initial impetus for that analysis was to reflect on what I wrote in a 2017 Seeking Alpha article on the unit, determine how beneficial the potential sale would be to GE, and to evaluate how the sale would impact an investment thesis for the company.
However, as I was writing the