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Hewlett-Packard Company (HPQ)
11-06-2016, 03:35 PM.
Post: #71
RE: Hewlett-Packard Company (HPQ)
(11-06-2016, 10:15 AM)sgd Wrote:
(10-10-2014, 12:40 PM)sgd Wrote: I've been mulling over last 2 days about this spinoff so far have seen some of your replies and read others from internet but here's what I really think.

The real reason I believe they are splitting is to set themselves up to look smaller and more attractive to suitors for potential mergers. Almost everybody in this forum saying PC is in decline so any potential suitor who likes and wants to buy or merge with HP may not like to pay for the PC business. So by cutting out compaq or spliting it from HP core business will make HP smaller leaner minus the crust that nobody want and any suitor will also have a dotted line ownership to new HP inc (compaq and printer business) but don't have to pay for it is the beauty of it.

You look at all the players today microsoft ibm oracle they are all selling both hardware and business application of some sort all except HP. And all of them are playing the protecting turf game "buy my hardware get cheap license for software but buy or use other hardware pay thru the nose for the licenses"

I believe HP now already having potential suitors, they didnt or couldn't split away before I believe maybe back then there wasn't anything firm yet so I suspect it's all down to the timing.

So who are the potential suitors and how long will it take?

For that I have some idea but you need to look at the various strategic partnerships of HP. example 3com the network company was a partner before HP bought them out so I'll let you guys do some digging by yourselves. Tongue

According to news reports 3rd of the 5 year turnaround plan of Meg Whitman is in 2015 when the company will split so by 2017 it is the deadline for the 5 year plan when it needs to produce result.


You see I was right. The newly spun off entity HPE is merging with CSC

http://www.datacenterknowledge.com/archi...ices-unit/

From 73 units of HP,
i have got Agilent, Keysight, HPE, (one more coy converted into cash).
Don't know what spin-off i will be getting in future?

Do i make any money?
i don't think so utd as far as my holdings.
Massive loss in FX exchange from about 1 SGP $ to 3 US $ to now 1.3xx US $.
Makes me wary of investing in other countries.
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3) Not until you can manage your emotions, you can manage your money.

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11-06-2016, 06:08 PM.
Post: #72
RE: Hewlett-Packard Company (HPQ)
Rate 3US$ ?? the highest was 2.3US$ in 1985
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11-06-2016, 08:04 PM.
Post: #73
RE: Hewlett-Packard Company (HPQ)
(11-06-2016, 06:08 PM)corydorus Wrote: Rate 3US$ ?? the highest was 2.3US$ in 1985

Did i said from 1985?
About 3 US $ to 1 SGP $ TIME.
Maybe a little less.
=========== Signature ===========
WB:-

1) Rule # 1, do not lose money.
2) Rule # 2, refer to # 1.
3) Not until you can manage your emotions, you can manage your money.

Truism of Investments.
A) Buying a security is buying RISK not Return
B) You can control RISK (to a certain level, hopefully only.) But definitely not the outcome of the Return.

NB:-
My signature is meant for psychoing myself. No offence to anyone. i am trying not to lose money unnecessary anymore.

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11-06-2016, 09:36 PM.
Post: #74
RE: Hewlett-Packard Company (HPQ)
(11-06-2016, 08:04 PM)Temperament Wrote:
(11-06-2016, 06:08 PM)corydorus Wrote: Rate 3US$ ?? the highest was 2.3US$ in 1985

Did i said from 1985?
About 3 US $ to 1 SGP $ TIME.
Maybe a little less.

No, of course. What I meant it has to be a long time since 1985 is already 31 years ago ....
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11-06-2016, 09:49 PM.
Post: #75
RE: Hewlett-Packard Company (HPQ)
(11-06-2016, 09:36 PM)corydorus Wrote:
(11-06-2016, 08:04 PM)Temperament Wrote:
(11-06-2016, 06:08 PM)corydorus Wrote: Rate 3US$ ?? the highest was 2.3US$ in 1985

Did i said from 1985?
About 3 US $ to 1 SGP $ TIME.
Maybe a little less.

No, of course. What I meant it has to be a long time since 1985 is already 31 years ago ....

Yes it's a long, long, time,
i am 68 going to 69.
May be not so accurate on figures and dates anymore.
=========== Signature ===========
WB:-

1) Rule # 1, do not lose money.
2) Rule # 2, refer to # 1.
3) Not until you can manage your emotions, you can manage your money.

Truism of Investments.
A) Buying a security is buying RISK not Return
B) You can control RISK (to a certain level, hopefully only.) But definitely not the outcome of the Return.

NB:-
My signature is meant for psychoing myself. No offence to anyone. i am trying not to lose money unnecessary anymore.

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11-06-2016, 11:54 PM.
Post: #76
Rainbow  Hewlett Packard Enterprise - HPE
Enterprise Services is also known as hpes.
It was primarily EDS (plus small part of original hp managed services).

With the spin off of hpes, Hewlett Packard Enterprise consists of EG, SW and FS, 
aka back to the original hp without EDS.

Recall that EDS was purchased so that when EDS customer need to refresh or upgrade 
their severs/storage/network, HP platform should be the de-facto choice.
Synergy was the main theme.

With hpes spin off and merge into CSC, it shows that the original "synergy" story does not play well.


(incidentally, last year, CSC spin off it's public sector business called CSRA)

3 growth/initiatives:
1. CSC will gain a strong foothold in HP's stronghold in Telco and Pharma.
2. CSC willl benefits from HP Cloud, application and mobility platform.
3. Cost saving in consolidation of Data Center, manpower etc.

[Image: 110616%20csc%20merge%20hpes%20service%20unit.jpg]

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26-08-2017, 09:24 AM. (This post was last modified: 26-08-2017, 09:26 AM by corydorus.)
Post: #77
RE: Hewlett-Packard Company (HPQ)
(09-10-2014, 12:23 PM)corydorus Wrote: That's what i exactly like about the split. Contrary to many people believe, the stronger units are actually the Printer and PCs. Deals make by enterprising units can be "subsidies" or "shared by Revenue" by other business groups of low margins which on paper seems to show Enterprise units are doing well. Splitting them out will put pressure to improve.

As expected, is the HPQ ( HP Inc ) that is the performing one despite less glamorous. PC Client aren't dying. It is still a huge market.

""HP Inc has done surprisingly well for being in PCs and printers," said David Heger, an analyst with Edward Jones. "You're not seeing the results out of HPE that you might have expected. They kind of keep muddying the waters.""

http://www.businesstimes.com.sg/technolo...1503414306

HP
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06-11-2019, 08:19 PM.
Post: #78
RE: Hewlett-Packard Company (HPQ)
Xerox considers takeover offer for PC maker HP: WSJ

NOVEMBER 6, 2019 / 11:13 AM

(Reuters) - Xerox Holdings Corp (XRX.N) is considering making a cash-and-stock offer for personal computer maker HP Inc (HPQ.N) at a premium to its market value of about $27 billion, the Wall Street Journal reported on Tuesday.

Xerox's board discussed the possibility on Tuesday, the newspaper said here, citing people familiar with the matter.

There is no guarantee that Xerox will follow through with an offer or that one would succeed, it added.

Norwalk, Connecticut-based Xerox has also received an informal funding commitment from a major bank, the Journal said.

HP does not comment on rumors or speculation, a company spokeswoman told Reuters.

Xerox did not respond to a Reuters’ request for comment.

On Monday, Xerox had said it will sell its 25% stake in Fuji Xerox, its joint venture with Fujifilm Holdings (4901.T), for $2.3 billion, after investor activism scuppered a deal involving the two companies.

More details in https://www.reuters.com/article/us-hp-m-...SKBN1XG0EQ
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