The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics around the investing world.
Hewlett-Packard recently announced a "multiyear productivity initiative." But sadly, Hewlett-Packard has been restructuring every year since 2007. Could it be that the company just can't keep up with the changing marketplace? Meg Whitman may be able to turn the company around, but it will be difficult. As an investor, David thinks the memory and processor parts of the server value chain are much more interesting. Intel, for example, is interesting on the processor side, and Fusion-io is attractive on the memory side. Those may be more attractive options for investors.
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David Meier and John Reeves own shares of Apple. The Motley Fool owns shares of Apple, Fusion-io, and Intel. Motley Fool newsletter services recommend Apple and Intel. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.