The following video is from Thursday's MarketFoolery podcast, in which host Rex Moore, along with analysts Charly Travers and Jason Moser discuss the top business and investing stories of the day.
Activist investor Carl Icahn is lobbying Dell (UNKNOWN: DELL.DL ) to pay out a huge special dividend. Icahn says that the leveraged buyout by Michael Dell "substantially undervalues the company." The activist investor is Dell's third largest shareholder. In this installment of MarketFoolery, our analysts discuss what the developments mean for investors.
It isn't just Dell that has suffered in this space recently. The massive wave of mobile computing has done much to unseat the major players in the PC market, including venerable technology names like Hewlett-Packard. However, HP's rapidly shifting its strategy under the new leadership of CEO Meg Whitman. But does this make HP one of the least-appreciated turnaround stories on the market, or is this a minor blip on its road to irrelevance? The Motley Fool's technology analyst details exactly what investors need to know about HP in our new premium research report. Just click here now to get your copy today.
The relevant video segment can be found between 0:42 and 4:57.