Jen's just getting some retail experience before merging with HP. No deals will happen without him ending up as CEO. You've gotta like a man with ambition! Some think a buyout by Intel could happen as ottelini has announced his wish to retire. And then there are the big 3 msft,google,apple. Synergies to be found with each of these. Balmer needs replaced, Cook is in doubts, couldn't say about google though the ceo Ithink is selling 40% of his position.
sure, the probability is greater than 0 but probably not very high unless Jensen is portraying a lot more confidence than he actually feels. my perception is that he believes they're executing really well on an awesome roadmap and that the company will eventually be valued much higher once the market realizes what they're doing and sees them start to turn products with awesome potential to awesome revenue growth.