Kim Fennebresque Reacts to HP's Rejection of Xerox's Hostile Bid

The transcript discusses potential strategies for the HP board, focusing on engagement with Xerox. It critiques the HP board's rejection of Xerox's offers, citing incomplete due diligence. The discussion covers financial leverage, Xerox's management, and shareholder value. It also addresses Xerox's commitment and financing, board philosophy, and Carl Icahn's role. The speaker emphasizes the need for industry consolidation and a fiduciary obligation to shareholders.

What is the speaker's perspective on the financial implications of a potential deal with Xerox?

What does the speaker suggest about the fiduciary obligations of board members?