French President Francois Hollande's government has just rammed through a bill to loosen some shackles on business such as Sunday trading and plans new steps to ease labor regulation.
"Ericsson, the world's top mobile network equipment manufacturer, had intellectual property rights revenues of $1.18 billion in 2014, according to Reuters."
There's a huge opportunity for ALU to monetize now that they hired the right person....
I agree....but HPQ need to replace PC revenue with something, and NOK wants in on North American market share...a bidding war will take us higher than 7....
...good news I think...
If HP want's to supplant CSCO, all they need to do if buy ALU....(ORCL has said they want to take on CSCO also)
While the PC giant may have a tough time duplicating that mark in 2015, Hewlett-Packard's growth in higher-margins businesses, like the cloud, could be enough to beat the broader averages. And with Chief Executive Meg Whitman having already done the impossible -- restoring HP's credibility after a decade of underperformance -- investors looking for value and a solid dividend can still do well here.
HP stock closed Friday at $38.39, up by a fraction. The stock is down 4.34% year to date, trailing both the Dow Jones Industrial Average (DJI) and the S&P 500 (SPX) , which are up 1.78% and 2.5%, respectively. Investors should be buying the stock for this reason, as the company based in Palo Alto, Calif., is due to report fiscal first-quarter earnings results Tuesday. HPQ Chart
HPQ data by YCharts
The market seems underwhelmed by HP's prospects in personal computers, which is fine. Whitman's vision for real growth, however, remains in the cloud, where it recently launched Helion -- its portfolio of cloud products and services. And that's where investors focus ought to be. The company is looking to supplant Cisco (CSCO - Get Report) as the industry's leader in infrastructure equipment revenue.
yup...the best deals for acquiring companies can usually be had after difficult cost cutting is completed. The fact that ALU is into the growth phase of the turnaround means there will be a very good premium...I would think at least 6.00...unless a bidding war breaks out with HWP or ORCL(ORCL) wants to take on CSCO)
A cheap option play if you are bullish....
ALU Jan 2016 5.330 call (ALU160115C00005330)
A buyout will be close to six OR if the execute on plan, they'll be above 6 by Jan 2016
Sentiment: Strong Buy
Higher spending by Deutsche Telekom bodes well for network-equipment makers, such as Ericsson AB (ERICB), Alcatel-Lucent SA, Nokia Oyj and Huawei Technologies Co.