Tuesday, May 13, 2008

HP/EDS deal gets my vote.

I just started a small position in HP based on the news of the EDS deal. I've liked what Hurd has been doing at HP, and agree with Om Malik when he writes, "HP-EDS: It’s About The Clouds Baby!"

I was in the middle of researching a couple of new potential investments when this deal was announced, so it was an easy decision. Nothing like having the answer lobbed at you like a brick.

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