HP's now official pending EDS buy for just shy of $14 billion positions the combined companies to organize and manage the hosted/on-premises mix to maximum efficiency and lowest TCO. It's a great goal to shoot for because all they have to do is beat IBM.

With this merger, the IT/business transformation second-source in the global market is a alive and well. There's always this: The better IBM does, the more need there is for an alternative.

HP with EDS has now clearly staked its future on the top prize in IT: next-generation IT operations efficiency, proper outsourcing methods, cloud computing services management, and high-level consulting as the onramp. This amounts to business transformation via IT transformation via IT multi-sourcing.

Both business and IT need to change, but with a hugely complex migration process in store over the next decade. The end goal is a symbiotic and ultimately fully aligned means to business agility, innovation and holistic change management. (Disclosure: HP is a sponsor of my BriefingsDirect podcasts.)

But there's a missing methodology in this migration process, sort like the "missing link" of how IT and business will evolve from lumbering and reactive gatherers into sharp-stick wielding, proactive hunters and inventors. That missing methodology is a tried and true way to determine -- enterprise by enterprise, unit by unit, department by department -- what elements of IT to offload to clouds and what to embed deeply into the core business as strategic assets. This is the bread and butter of HP and IBM for quite some time.

Most companies and IT strategists now recognize that some portion of what they now do for themselves in IT they ought to offload onto someone else -- or at least provide it as a service via some hybrid underlying support means. The cost efficiencies, utilization rates, flexibility, marketplace-driven productivity aspects of cloud computing are simply too wonderful to ignore. We simply should not have standalone email servers every 60 square yards inside of companies. It's foolish. Same with a lot of other applications. SOA can help use and extend those assets better, but we also need to take a look at offloading them all too.

At the same time that we recognize a milestone shift in how software and services are used and matured inside of businesses, the macro environment is driving the impetus for the same transformation.