Is Xerox’s split a warning for Amazon?

Xerox is splitting into two companies, an effort to divide business services from its old-line copier business. The move was influenced by pressure from activist investor Carl Icahn, who will have three of the nine board seats on the business-services firm. Amazon should watch this development closely, writes Robert Cyran, as it and Xerox are each composed of two unrelated businesses -- one fast-growing and hugely profitable, and the other not nearly as favored by investors.

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