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Technology Stocks : NCR Corporation: An AT&T Spinoff
NCR 27.08+3.2%Oct 16 5:00 PM EST
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To: Rink who wrote (351)9/6/2005 2:24:42 PM
From: David C. Burns   of 379
 
Might Hewlett-Packard acquire CEO Mark Hurd's former employer, NCR? James Governor, one of the founders of industry analyst outfit RedMonk, thinks it's a possibility -- if only for HP to get its hands on Teradata.

"Randy Mott, HP's CIO, worked at both Dell and Wal-Mart, both of which rely on Teradata for business operations," Governor writes over at MonkChips. "The move would give HP a credible high-end business intelligence and transformation play, without competing head to head with HP partner Oracle. Teradata would potentially allow HP to compete with IBM Global Services though in areas such as fraud detection.

NCR has a printer consumables business (something HP knows a little about), and the eponymous Point of Sale and ATM business.

Why should ATM and POS interest HP? Simple: we are at the first stages of a major infrastructure refresh in banking and retail branch operations. IBM's OS/2 has finally been declared dead, while its proprietary 4690 retail platform is on the way out. The replacements for these systems will be either Linux or Windows-based. We know what IBM will pitch. But HP can play on either side.

Of course many would argue HP has made more than enough systems company acquisitions in recent times. But such a deal would have some internal logic. And nobody knows NCR better than Hurd."
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