Friday, October 12, 2007

A big week for P&I M&A speculation

With the week's earlier story of a possible Dell (NASDAQ DELL) acquisition of Lexmark (NYSE LXK) already stirring the pot, add the possible combination of HP (NYSE HPQ) and Eastman Kodak Company (NYSE HPQ). The Financial Times' David Zielenziger has a piece out today entitled "Hewlett-Packard perennial bid speculation for Kodak resurfacing, industry sources say".

I would think Kodak's attractiveness to HP has to be enhanced by the market success with their recent photo inkjet printers and all-in-ones. The company's recent expansion into WalMart and international markets (see "Meet Me at the WalMart".) My hands-on experience with a Kodak EasyShare 5300 all-in-one has been very positive, and in full reviews, the product has fared well against comparable HP models. (For an example, see USA Today for Ed Baig's review, "Almost a photo-finish...".)

No comments: