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“We definitely think Oracle would be interested at the right price given HP’s enterprise assets, Mark Hurd’s experience, and the obvious turmoil” at HP, writes Wells Fargo senior analyst Jason Maynard.
While Maynard says that an Oracle takeover of HP’s enterprise business “would be a huge benefit,” he also touches on the seriously toxic relationship that has been festering between Oracle and HP since Hurd’s departure from HP one year ago....