If Oracle bought HP, it would instantly go from a company with $37 billion in annual sales to one with almost $160 billion in annual sales. It would have networking and data servers to add to its clusters, scaled manufacturing, real clouds, and a presence in consumer markets. It would suddenly be bigger than IBM.
Think investors would trust Larry Ellison more with their money than they do Meg Whitman? I do. That increased trust would more than pay for the deal.
HP chuckling over Dell's fate is like the hen clucking in the barnyard when a rooster goes into the dinner pot.
At the time of publication the author had positions in AAPL, MSFT, COST and IBM.Follow @DanaBlankenhorn This article was written by an independent contributor, separate from TheStreet's regular news coverage.