Tuesday, October 04, 2011

A Potential Suitor for Hewlett-Packard - NYTimes.com

If an Oracle/HP deal were to happen, it’d be more about vanquishing IBM (except the services part of IBM that, among other things, has a huge Oracle-related business) than it would be about HP vindictiveness; see, e.g., “’There’ll be nothing left of IBM once I’m done,’ says Ellison

Investors unimpressed by Hewlett-Packard’s dysfunctional governance have sold off shares, leaving the tech company vulnerable to a bid. And Larry Ellison’s acquisitive Oracle is a credible potential suitor. A Breakingviews analysis suggests that even while paying a big premium, Oracle could reap a hefty return.

A Potential Suitor for Hewlett-Packard - NYTimes.com

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