For all your rumour and conjecture, it remains there is a singular point to be focused on - despite the tactical acquisition of Lexmark, revenues continue to decline, profits are hit, cash flow is a challenge.
The IP ‘JV’ is simply a payday loan, high interest and default traps that are set to compound the return to the JV party.
Xerox have a simple task to undertake - sell, sell, sell - not more of their business but sell MORE BUSINESS - new business, renewal business, cross-sell business, partner business, channel business, integrator business, churn tin, sell accessories.
Oh, and sell IT business too - but a saturated market with a lot of more capable players, which are far superior to Xerox.
This is a very simple task, but a very difficult one.
I wonder how we may reflect on this in 12 months time.
And as for the stock price - a reflection of what investors believe in the Xerox leadership - the past two years say they only believe in 10% of what they say and do.
The CEO and Board need a shakedown, are they believe they acting in the best interest of the shareholders, or themselves.
I believe they are acting in their own best interest.
In which case we have yet to see a new stock price low, then perhaps a new CEO.
God speed Xerox.