HP outlines long-term strategy | CNET News.com:

According to the source, HP is considering making more acquisitions in the infrastructure software arena. Those acquisitions would include security software companies, storage software makers and software companies that serve the blade server market.

The acquisitions would dovetail with HP's growth plans for its Technology Systems Group, which has already bought companies such as AppIQ for storage management.

Watch this space folks, looks to be some interesting stuff coming...