11-06-2016, 03:35 PM
(11-06-2016, 10:15 AM)sgd Wrote: [ -> ](10-10-2014, 12:40 PM)sgd Wrote: [ -> ]I've been mulling over last 2 days about this spinoff so far have seen some of your replies and read others from internet but here's what I really think.
The real reason I believe they are splitting is to set themselves up to look smaller and more attractive to suitors for potential mergers. Almost everybody in this forum saying PC is in decline so any potential suitor who likes and wants to buy or merge with HP may not like to pay for the PC business. So by cutting out compaq or spliting it from HP core business will make HP smaller leaner minus the crust that nobody want and any suitor will also have a dotted line ownership to new HP inc (compaq and printer business) but don't have to pay for it is the beauty of it.
You look at all the players today microsoft ibm oracle they are all selling both hardware and business application of some sort all except HP. And all of them are playing the protecting turf game "buy my hardware get cheap license for software but buy or use other hardware pay thru the nose for the licenses"
I believe HP now already having potential suitors, they didnt or couldn't split away before I believe maybe back then there wasn't anything firm yet so I suspect it's all down to the timing.
So who are the potential suitors and how long will it take?
For that I have some idea but you need to look at the various strategic partnerships of HP. example 3com the network company was a partner before HP bought them out so I'll let you guys do some digging by yourselves.
According to news reports 3rd of the 5 year turnaround plan of Meg Whitman is in 2015 when the company will split so by 2017 it is the deadline for the 5 year plan when it needs to produce result.
You see I was right. The newly spun off entity HPE is merging with CSC
http://www.datacenterknowledge.com/archi...ices-unit/
From 73 units of HP,
i have got Agilent, Keysight, HPE, (one more coy converted into cash).
Don't know what spin-off i will be getting in future?
Do i make any money?
i don't think so utd as far as my holdings.
Massive loss in FX exchange from about 1 SGP $ to 3 US $ to now 1.3xx US $.
Makes me wary of investing in other countries.