Good article... however what I see in HPQ is a lot of cost cutting / rationalization. This is obviously good and needed. But other than Mercury acquisition, what else have they done that's of TOP LINE value? All the Compaq value is being driven to bottom line now by the cost cutting. So my thesis is that Hurd needs to show some top line growth story in the coming quarters. Any thoughts on what this would be?
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Good article... however what I see in HPQ is a lot of cost cutting / rationalization. This is obviously good and needed. But other than Mercury acquisition, what else have they done that's of TOP LINE value? All the Compaq value is being driven to bottom line now by the cost cutting. So my thesis is that Hurd needs to show some top line growth story in the coming quarters. Any thoughts on what this would be?
Oct 16 14:16 pm
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