Some smart thoughts here, but they also need some further thought.
TD is expensive - yes, and it looks like the cost structure is getting "shredded" now. The risk as in many company restructuring is TDC loses good people in the process. I think it's already evident that this is happening. Fortunately in many cases some good people stay as well.
Slow to Hadoop - yes, but that's past. TD is playing catch up quickly. The Presto and Aster strategies are not in conflict at all (or "redundant" as said) - Presto is about running high-speed queries while Aster is about analytics. Also the Listener and IoT play could make up for this, none of TD's peer group have a solid prop for IoT so there's still a chance to grab it.
Private equity - just like what happened to INFA it's a good possibility. It might not be a bad thing because apart from extra cash, TD might benefit from stronger and more forward thinking board members. The downside is if any Mickey Mouse hedge fund or VC gets on board and starts steering TDC into many directions just to pump up valuations.
Analyics - agreed, and I think the consulting plays like Think Big, Lancet, Clara, etc. are a good step in this direction. Actually TDC has a lot of analytics talent especially outside the US - many of the International PS and sales folks came from SAS fallouts. (yes they have problems too - and worse) so there's probably already some deep seated motivation in the organization to help TDC take the analytics market. But yes there should be serious investment in this space. TDC should buy a BI company.
Cloud - is not just a trend, but missed the point. TDC will never be AWS - and the margins in software only databases are tiny. So it's good that TDC is finally serious in Cloud, but the economics need to be studied. This may also mean TDC starts going down the mid-market enterprise market which is more cutthroat compared to mega majors. In many countries, the strong verticals for TDC such as Telco and Banking are also constrained by regulatory challenges to move data into cloud - so TDC's should leverage its strengths in hardening and data governance to make cloud more palatable to customers.
In-Memory - This is not an oversight, it's actually a smart move. The "me-too" mentality is SAP and IBM's strategy (Hana, Spark on Mainframe? Please.) - and both have a long list of sad disappointed customers. If and should TDC get noisy about in-memory, it will be because it's solid. (Sorry - the Spark science experiments on github done by geeky undergrads don't count when you're talking to bank or telco directors).