You forgot the "we're refocusing ourselves to our core competency as a software company". HP hasn't had competent software for years since HPUX and even then, it's questionable. They are a hardware/printer company so this is going to be a painful transition for them.
The Java and .NET ecosystems seem to preach a better/agile way to develop software: Continuous Integration, unit-tests, keep it simple, etc.
Sure, some of the code are still crappy, but at least they are less crappy than yesterday.
Are all of BigCorp programmers doing this? No.
Will they? maybe, especially with the newer/younger generations.
Mobile and tables are making in-road to enterprise.
Enterprise slowly decided to give cloud (SaaS, not the other *aas) a chance because they don't like to have in-house IT departments (whether this is good or bad I don't know).
When you see BestBuy using Google AppEngine even for their simple app, I think that's a sign of change.
Is it going to get better all across the board? probably no. But they're changing nonetheless.
It kind of rankles when I hear people say HP is a "printer company" (I know you also said "/hardware', but still). You could just as reasonably call them a "calculator company". They're also the company behind the PA-RISC. When people lament the lost engineering culture at HP, they're not feeling bad for the printers.
