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Subject:  Re: OT: Which FKA Would You Choose? Date:  11/20/2012  6:12 PM
Author:  DrtThrwingMonkey Number:  12916 of 15231

HPQ is very cheap, and has a mix of businesses some of which are very valuable and probably sustainable.
They won't out-IBM IBM, but they might under-IBM them and still be profitable.
Dell has had very nasty erosion in their return on assets, and I don't think they're a big winner in future as in the past. Tough business to be in.
RIMM I think is headed the irrelevance way of Nokia...strong niche now gone, nothing else.

Another day, another reason to see why HP is so cheap! With today's Autonomy flameout, both companies are down about 60% from this time last year, with HPQ actually the slightly worse performer than RIMM.

I can sympathize with HP shareholders since I have done equally awfully with RIM, and I compare them to two burning houses:

HP has a good fire going, but lots of the house still intact. Unfortunately, the firefighters (the board of directors) are throwing gas on the fire to try to put it out.

RIM has a raging fire, and the fire is so bad, even the best efforts of its competent board are unlikely to succeed in putting it out. There m