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Hewlett-Packard Has Enterprise Upside, Says Morgan Stanley
Hewlett-Packard's converged infrastructure technologies and overall enterprise portfolio and strategy should allow the world's largest IT company to outperform expectations and gain share in "IT Data center spending," says a new research note from Morgan Stanley.Hewlett-Packard's converged infrastructure technologies and overall enterprise portfolio and strategy should allow the world's largest IT company to outperform expectations and gain share in "IT Data center spending," says a new research note from Morgan Stanley.A SmarTrend recap of the research note indicated that HP will likely continue to be active in acquisitions, after recently adding 3Com and Palm to its networking and mobility units:
Analysts Kathryn Huberty and Mathew Schneider said, "Key opportunities include: 1) The combination of HP's core intellectual property portfolio and recent technology introductions position the company to take a greater share of IT Data Center spending. 2) We expect HP to continue to leverage both internal HP technologies and inorganic investments to maintain its innovation lead but don't see the need to make large, dilutive acquisitions.
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Morgan Stanley also cited Hewlett-Packard's surge in Technology Services, which the analysts said could "double its attach rate, representing an incremental $10 billion revenue" over time.
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