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- Xerox shares Overreacting to ACS deal
- Brendan Wagner submits: Iconic but lethargic printing and "services" firm Xerox XRX has agreed to purchase business process outsourcing BPO firm Affiliated Computer Systems ACS for $63 in cash and stock. The dual cash and stock nature of the deal is used to reduce the out-of-pocket cash expense for Xerox,...
- External links 2009-09-28
- Dell Pays Handsomely for Perot Systems
- Brendan Wagner submits: Interesting deal here. I own shares of Dell DELL and am neither thrilled nor too dismayed with this morning's announcement that they're buying outsourcing firm Perot Systems PER for $4 billion. Dell shares are down 4.5% today - partly down with the general market, and partly due...
- External links 2009-09-21
- IBM's Upside Is the Market's Upside
- Brendan Wagner submits: Readers of my site know I'm depressingly skeptical about the prospects facing the US economy. But it's a market of stocks, not a stock market. Meaning that while many of us think it's time for the "market" to take a breather, the underlying stocks might argue otherwise....
- External links 2009-09-20
- Dell's 'High Quality' Earnings Beat
- Brendan Wagner submits: Dell's DELL earnings of 28 cents per share (including 4 cents per share for cost reduction expenses) beat the consensus estimate of 23 cents. The earnings beat was high quality because they actually beat on revenue and gross margin, instead of simply slashing costs. (See earnings call...
- External links 2009-08-27
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