The Wall Street Journal is reporting that NCR CEO Mark Hurd has been selected to head Hewlett-Packard in the wake of Carly Fiorina's departure. This is a really interesting pick, since Hurd came up through Teradata rather than NCR's hardware side. It makes sense from a financial perspective: over the past two years, NCR has outperformed HP by over 6x... and of course, Wall Street likes it: HP shares up 5% on the news, NCR shares down 12%.
