HP in the cloud
I've been thinking that HP can roll out a cloud-based VDI service for home users. They have the technology to build an actual all-in-one thin client with an integrated monitor, a cable and/or DSL modem, a Wireless access point and possibly even some kind of WAN accelerator card. This way the end user has only a single device to set up and only needs to plug in power, keyboard, mouse and either coax or phone cable to connect up to the internet, throw in a set of status LEDs and you have a simple box that makes the lives of tech-support (Both official and unofficial) much easier. Plus with it being in the cloud, the machine would actually have proper anti-virus and user data would be stored backed up properly. Authentication to connect the system to its VDI instance can be handled by a simple smart-card allowing someone to pop the card out and stick it into another machine and access everything from there (And allow for people to share a physical machine yet have their own full instances)
It wouldn't be difficult to expand this into small-businesses by selling PoS peripherals along with transaction management services (Credit card software, accounting software, etc). From here, they can start selling this to larger businesses along with the kit to build a private version of this.