User 49180's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/49180/comments http://seekingalpha.com/article/78415-hurd-plans-to-herd-eds-into-hp?source=feed#comment-172213 172213
HPQ may be moving in the right direction - but margin compression may lead to HPQ stock p/e compression. And it would seem achieving the 42%+ Gross Margin that IBM achieved last year is not on the horizon.]]> Thu, 22 May 2008 19:06:58 -0400
HPQ may be moving in the right direction - but margin compression may lead to HPQ stock p/e compression. And it would seem achieving the 42%+ Gross Margin that IBM achieved last year is not on the horizon.]]> http://seekingalpha.com/article/77379-enterprise-software-more-room-for-downside-surprises?source=feed#comment-167892 167892 Thu, 15 May 2008 07:10:04 -0400 http://seekingalpha.com/article/77211-hps-acquisition-of-eds-makes-sense?source=feed#comment-167294 167294
In addition, many big EDS customers use IBM hardware and may want to transition to IBM's new Power6 equipment. The acquisition may provide marketing opportunities for IBM to characterize HPQ/EDS as a "middleman".]]> Wed, 14 May 2008 07:58:23 -0400
In addition, many big EDS customers use IBM hardware and may want to transition to IBM's new Power6 equipment. The acquisition may provide marketing opportunities for IBM to characterize HPQ/EDS as a "middleman".]]> http://seekingalpha.com/article/73257-ibm-looks-solid?source=feed#comment-155495 155495 Wed, 23 Apr 2008 16:12:01 -0400