Xerox would present such an unfathomable integration challenge. Really, when you think about it, Xerox would like to be more like HP. The page volume is moving more to printers, and you wonder why HP would effectively want to take on a business that's principally in decline when they effectively have a business that's increasing.
More Quotes from Toni Sacconaghi:
Overall, it seems unlikely that Dell's share gains would be enough to offset the potential loss of Intel marketing monies.Toni Sacconaghi
The really big overhead issue is the merger. There's just a tremendous amount of uncertainty around that. It's hard to get people excited about, or confident about, the stock given the uncertainty around the merger. If it goes through, there's uncertainty around pulling off integration. If it doesn't go through, the leadership of HP is in question.
Toni Sacconaghi
As much as we had hoped that our reseller checks would have been more encouraging, the fact is simply that demand continues to remain weak, with no imminent rebound,
Toni Sacconaghi
The fourth quarter is likely to be filled with anxiety-provoking rumor and speculation - not fun for investors. Moreover, we do think that many investors may feel that they have heard too many excuses about execution to buy into the stock now, even at levels around 100.
Toni Sacconaghi
This is consistent with our February 2002 worldwide IT spending survey results, which indicated that IT budgets remain highly uncertain and that IT capital spending growth in 2002 is likely to be modest.
Toni Sacconaghi
Since he took over, the stock has gone up 25 percent, so clearly the market...appears to be expecting material cost-cutting, of which I would presume a significant ingredient would be work force reduction.
Toni Sacconaghi
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