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Pay close attention to operating margin projections. The article references Xerox’s own presentations. The only way they are going to increase margin in the declining revenue market is via continued cost cutting. I think this will primarily be done via layoffs.
Stock may go up, or may tank, but job cuts appear likely thru 2022.
ItS VERY relevant.
It may not be very accurate.
Time will tell
The Seeking Alpha article looks at a 7 year outcome. Icahn doesn’t play the long game. His MO is to push for short term results at any cost, often weighing down the company with debt to achieve his personal profit goals. Sometimes the debt is actually owed to Icahn & after he cashed out, he demands payment forcing the company into bankruptcy. Based on history, I don’t think that the analysis outlined in that article is relevant to what’s actually going on at Xerox.
Careful about what?
Nothing on THIS SITE makes the comments right or wrong.
What’s your point?
It just an opinion ...
like all the comments here on this anonymous site.
SeekingAlpha is a blogging service and anyone can blog.
So, being listed there does not make your article wrong or right