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Strategies & Market Trends : Value Investing

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To: Grantcw who wrote (42695)	5/18/2011 12:21:05 AM
From: Spekulatius	Read Replies (2) of 78751

re HPQ - I believe the new CEO is an incredible poor choice. This is based on what I hear from some of my buddy's working at SAP (his last stint). It is rare that a CEO in a German company (where leadership is much more a team effort) generates such a negative reaction. Based on that, I considered him unemployable and I shook my head in disbelieve when the HP board choose him. I believe he was choosen for his "expertise" in software. I think we will make a very big and overpriced acquisition in the software field that will put more pressure on the stock. I could eat my words he if he turns out to be a great CEO turning HPQ around. But I doubt it, I believe he will runs this company in the ground.

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