Joe2

Hewlett-Packard Looks Recession-Proof

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).

My -$0.02.

Nimish

Hewlett Packard's Stunning Turnaround

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?

Hewlett Packard's Stunning Turnaround

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?