HP, Now Xerox, and Maybe Palantir?

February 1, 2016

HP, after its fascinating board room machinations, its acquisition of Autonomy, and the subsequent legal frou-frou, is two companies. How are these outfits doing? Don’t ask.

Now, if McPaper is on the money Xerox will become two outfits. “Xerox Makes Official Its Split into Two Companies.” (If this link is dead, buzz Gannett, not me, gentle reader.)

According to the write up:

Xerox will separate into two companies, a $11 billion document technology company and a $7 billion business services company…

I am not sure that the hardware side will thrive. Services? Maybe.

But what struck me as I read about Xerox is this:

Palantir Technologies can split its commercial sector out and take it public. The government work can remain private.

Everyone with a stake in the outfit becomes Willy Wonka happy. Think of the money. Why even the smallest Hobbit will be able to buy a house near the Shire.

How likely is this move?

Well, after ingesting $2 billion or so over the last six years, the economic pressure on some of the stakeholders might trigger a chit chat or two.

Taking the commercial side of Palantir public might explain the number of rumors swirling that two thirds of Palantir’s revenues come from non government work.

Check out your seeing stone for the big picture or better yet, plug the data into IBM i2 Analyst Notebook and see what connections you can discern.

Stephen E Arnold, February 1, 2016

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