Why HP Inc. Dropped on Wednesday

Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

If all of that sounds like roses and unicorns, you must have forgotten about August already. Because of a with weak consumer-goods sales, DreamWorks shares fell more than 17% in that quarter.

Then again, it's not entirely clear that you should trust the Enterprise sales numbers as stated. That $14.1 billion figure was arrived at by adding the company's various business-class segment sales. The "Total HP" result backs out $1.1 billion of inter-segment net revenues, and I'm not at all sure how that works out for Enterprise investors.

In other words, HP and Hewlett-Packard Enterprise may have changed on the surface, but the two halves are still very deeply intertwined -- exactly as predicted . If Enterprise coughs, HP gets a cold.

HP had been surging in the last few market days before this report while Enterprise lagged behind. Wednesday's market action brought them closer together, both having fallen a little since the beginning of November.

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Anders Bylund has no position in any stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days . We Fools may not 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 .

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