Why the HP / EDS Deal Is Making The Street Nervous [View article]
i dont think mark hurd had a choice, his magic was cost control and optimize the operation. he pretty much squeeze everything he can out of the old hpq and need a new battlefield to replicate the trick. EDS is a good target but I'd rather see him do a stock deal than cash. Now hpq -3B on their balance sheet. though long term it most likely work out well, the short term integration and financial risk is just too high, i sold out all my position and will stay away from the stock. There are just too many cheap options available on this market today.
Why the HP / EDS Deal Is Making The Street Nervous [View article]