HPQ and BAC Decide Against Suicide After All

Two large corporations that have announced amazingly stupid and borderline suicidal things are now reconsidering. This is a good thing as it shows that there may just be hope after all and that common sense may still exist.

Wintel Shmintel

Microsoft’s “cheapness” is the White Whale that compels all value investors to follow it out to sea, like crazed Captain Ahabs wielding DCF calculations.

Al Lewis: How to Kill H-P

Hewlett-Packard is a 72-year old Dow component and until a year ago, it was one of America’s most innovative and valuable technology companies. Now it looks like death, mostly as a result of getting tech cycle stuff wrong and making a criminally pour choice in leadership.