Blog posts of '2018' 'February'

In part one of our assessment of the Xerox / Fuji Xerox deal, we asked the question of whether or not the combination would be likely to make a difference. More specifically, we meant whether or not it would likely result in a single, stronger entity better equipped to compete in the global marketplace.

If there was one thing we all had a pretty good idea that something was imminent, it was the likelihood of a significant change at Xerox. The pressure from activist investors Carl Icahn and Darwin Deason (who, between them, hold more than 15% of the shares) and their dissatisfaction with the leadership and strategic direction being taken at Xerox all but guaranteed a shakeup.