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


To: Elroy who wrote (74824)1/9/2024 8:56:13 AM
From: E_K_S  Respond to of 78516
 
RE: JUNPR & HPE proposed Buy Out

I do think it shows how desperate HPE is to somehow acquire more growth in their business. Perhaps the only common thread is both companies share many of the same Enterprise customers. No interest in HPE.

We discussed DELL & their network Enterprise business may/could be stealing share from CSCO too. This proposed buyout now values Dell's network business more today.