Get Ready for More Tech Acquisitions This Year, Just Not Big Ones

A faster pace for smaller targets.

How Bad Is the PC Market? Analysts Count the Ways.

A long list.

The HP Breakup Idea Gets Another Look

A case that HP is worth more in pieces than as a whole.

Apple’s Dividend: Why Now?

“Apple would have never paid a dividend under Jobs.”

Can HP Still Deliver for Investors?

With the drama at Hewlett-Packard now hopefully subsiding, analyst Toni Sacconaghi examined the company’s business units — and likes what he sees.

How Long Can IBM Keep Going Like This?

IBM reports quarterlies after the close of markets today. Bernstein Research’s Toni Sacconaghi says it should beat the Street, but expectations for its revenue growth should come down.

After All Its Corporate Drama, Hewlett-Packard is Crazy Cheap, Bernstein Says

Sick of all the corporate drama at Hewlett-Packard? So are most investors, who have relegated its share price to the toilet. Yet for all that, one analyst says HP is a screaming buy at its current price.

HP Analysts Like Losing Léo, Not Sold on Whitman as CEO

Analysts covering HP all seem united in their approval of its apparent move to oust CEO Léo Apotheker. They’re a lot less enthusiastic about his replacement.

If HP Investors Are Exasperated Now, Wait Till They See That Bond Sale

A scathing analyst report concerning Hewlett-Packard’s pending purchase of the British software firm Autonomy says investors dislike the deal but have little chance to stop it.

Trading Places: Will Notebooks Cannibalize Tablet Sales?

Tablets aren’t cannibalizing notebooks — they’re converging with them.

Apple Selling .434 iPads Per Second