If HP comes out with strong earnings and since CPQ already came out with good earnings and announce better earnings going forward. These two companys is gaining market share in their businesses. Since PC sales will increase again in the next few years, merging might be a good idea. Consoladation is definitely here. Only the the strong will survive. These two companys are strong in PC, HWP in printers/imaging/services. I guess I will probably vote yes to merger. Is 51% enough to win the merger vote?
I wouldn't expect HP to have anything short of good earnings. In fact, it's so important in building support for the merger that I'm willing to bet that HP will encourage the channel to pull expected product orders for the next quarter or two into this quarter. So, the earnings before the merger vote will look great but in reality it may be due to borrowing from future orders. Who knows, maybe HP hasn't compromised it's integrity enough to pull such a stunt. With the conflicting statements I've seen in HP's merger ads and filings, I'm not sure what to believe. The personal attacks on those that oppose HP's merger position does nothing to demonstrate maturity of HP's CEO and BoD. As a stockholder, my confidence in HP is going fast. I will likely sell my shares after my no vote has been counted.