Sramana - if you article is about Hewlett Packard then I agree with you. However if your implication is about HPQ (the stock), then my view is the stock doesn't move just based on the company's reported results. It's about a) what was built into the stock vs actuals, b) the guide for next few quarters, and c) management commentary. Take a look at CSCO's recent results. Or NTAP's.
That said, I absolutely agree that the company appears to be fiscally well managed. However I am STILL missing significant new vision and ultimately you can't keep showing great results only through fiscal discipline (however important that may be).
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Sramana - if you article is about Hewlett Packard then I agree with you. However if your implication is about HPQ (the stock), then my view is the stock doesn't move just based on the company's reported results. It's about a) what was built into the stock vs actuals, b) the guide for next few quarters, and c) management commentary. Take a look at CSCO's recent results. Or NTAP's.
Jan 19 13:26 pm
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All Comments by Joe2 »Hewlett-Packard Looks Recession-Proof [View article]
That said, I absolutely agree that the company appears to be fiscally well managed. However I am STILL missing significant new vision and ultimately you can't keep showing great results only through fiscal discipline (however important that may be).
My -$0.02.
Nimish