HP analyst call to address EDS
Hewlett-Packard will make a presentation and answer questions from analysts at 2 p.m. Pacific time today.
Here is a link
if you want to listen in.
In addition to what HP says in their presentation, I'll be curious about what the Wall Street analysts will be asking because that will be an indication of where the fears are about whether this merger is a good thing or not.
I know that IBM isn't taking the combination lightly. The company is announcing several contracts
today that are aimed squarely at the HP-EDS combination.
I'll also be curious if the call today mentions the public sector at all. While probably the biggest single market for HP and EDS, it isn't the driver behind this deal.
I hope some of you all listen in and send your ideas my way.
Posted by Nick Wakeman on Sep 15, 2008 at 7:22 PM