[Info-vax] HP Securities Analyst Meeting 2012

[David Froble]

Bill Gunshannon wrote:
> In article <k4phai$s7b$1 at dont-email.me>,
> 	David Froble <davef at tsoft-inc.com> writes:
>> Bill Gunshannon wrote:
>>
>>> I have a small group of stocks that I watch (been doing this for over
>>> a decade) and HPQ is one of them (IBM is another).  HP's performance,
>>> especially lately, has not been impressive by comparison.
>> And how has that IBM been doing ?  :-)
> 
> At the close friday IBM was up, HPQ was down. (by almost exactly the same
> amounts!)
> 
>> I don't just watch IBM, I hold some stock.  Haven't looked recently, but 
>> a few months ago it went over 200.
> 
> You can't really tell anything by the actual number.  Some companies keep
> the face value high specifically to discourage willy-nilly trading of their
> stock.  Others have a threshold and anytime that threshold is breached they
> split.
> 
>> Wonder what that means to all those saying Power cannot survive? 
>> Perhaps the bottom line is more important than the profitability of a 
>> particular component of the bottom line?
> 
> Who are "those"?  The same ones who said IBM was doomed to extinction because
> it was still in the mainframe world when everyone else had moved on?
> 
>> People like winners.  As far as I know, from a performance standpoint, 
>> Power is at the top of the list.
> 
> And all that without trying to make it a widespread architecture.  Go figure..
> 
> bill
> 

IBM does what it needs to do to be in the business they want to be in. 
If that means running a CPU foundry without the foundry itself being 
profitable, then that's what they do.  It's exactly what Compaq and HP 
didn't want to do.

Say again which way the stocks are going?  Want to guess who made the 
right decisions, and who made the wrong decisions?