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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (42709)	5/18/2011 1:42:25 AM
From: Spekulatius	Read Replies (1) of 78717

Jurgis, yes I know crap memo's too but per my own experience, a good CEO with communication skills can make a huge difference. My believe is that Leo A. is a very poor choice for HPQ, that HPQ has problems anyways (printer franchise is running out of ink , Palm staying rather calm <g>), that the new CEO has no other choice but to make huge acquisition. I initially bought some HPQ directly after the Hurd disaster but sold as quick as I could find the sell button when I head the news about the new CEO. Now I could be wrong if course but I'd rather follow my gut instinct in this case rather than buy based on some metrics (which indeed look cheap). I see a lot of blood sweat and tears for shareholders in the next 12 month, for me the potential gains are much smaller than the huge (imo) risk. High tech franchise can go down the drain very quickly, just look at NOK and RIMM.

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