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.
Select the service that is right for you!COMPARE ALL SERVICES
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Upgrade/downgrade alerts
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
- Real Money + Doug Kass + 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV