Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : HWP -- Hewlett Packard -- Ignore unavailable to you. Want to Upgrade?

To: Jerome who wrote (3763)	12/11/2001 11:38:02 AM
From: Oeconomicus	Respond to of 4722

I don't think the deal falling apart will cause the stock to soar. It has risen considerably since the deal started to look iffy and would likely rise a little more, but I'd think most arbs are out or hedged, so there is likely little arb short covering move left in it. Longer term, I think this is a 2+2=3 deal, so if it dies and if the board then makes the necessary changes at the top, then HWP shareholders will be much better off. I also think that HP is better positioned for the future than CPQ, but reaching its potential requires a change of leadership (perhaps more precisely, requires leadership - period). Bob