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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Spekulatius who wrote (42716)8/18/2011 5:45:55 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78740
 
HPQ - well, Apotheker goes for radical solution. Mobile business and PC business gone. Enterprise goosed up or will be. If he succeeds, he'll be a hero. If he fails, well, he still gets his golden parachute and there are worse ways to fail. ;)

Personally, I'll probably hold my small position but won't add. The transition may be tough, especially if the ducks won't get into the row. And it's very tough to invest in a company expecting restructuring success when there are lots of cheap companies that don't need restructuring (or at least not on that scale).