Replies to post #37 on Xerox Holdings Corp (XRX)

[JammingJAY]

I increased my position today.

U.S. stock market report 1208 ET 27Oct2009-Xerox trade suggests bet on rebound-analyst ------------------------------------------------------------------------------

At least one option investor appears to be betting on a rebound in Xerox Corp as the shares of the supplier of digital printer and document management services slipped 5 cents to $7.72 near midday.

"The options paper is decidedly bullish, however, as we see three blocks of 5,000 contracts each of the December $9 calls bought for 15 cents in a matter of minutes," said optionMonster analyst Chris McKhann in comments on the firm's website.


http://www.iii.co.uk/news/?type=afxnews&articleid=7594973&subject=markets&action=article

Note the timing to the "silver bullet" release.

GLTA

[techisbest]

When I read the "silver bullet" news I started wondering how much this could potentially add to the XRX bottom line. It seems that the potential is huge. Might this be the most understated news XRX has released?

I still do not have a good feel for the acquisition news. It seems that could go either way in terms of making XRX stronger.

But cheap printed circuits that can "be used in a broad range of products, including low-cost radio frequency identification tags, light and flexible e-readers and signage, sensors, solar cells and novelty applications including wearable electronics"?

Will they do more than just sell the technology and materials? Royalties perhaps?

[Fastmandoo]

ACS Signs $1.6 Billion California Medicaid Contract
Affiliated Computer Services, Inc. (ACS), A Xerox Company (NYSE: XRX), signed a ten-year, $1.6 billion contract to manage California’s Medicaid Management Information System (MMIS). Technological advancements and cost savings over the life of the contract will allow more state resources to be focused on health coverage for Californians.

ACS will assume operations of the current MMIS and implement enhancements to improve operational efficiency and allow for greater control across Medi-Cal, the state’s Medicaid program. The program will then transition to the ACS Health Enterprise, a system giving the Department of Health Care Services (DHCS) additional flexibility to better serve and support providers and beneficiaries, to precisely and quickly pay claims, and to help prevent fraud and abuse within the program. The ACS Health Enterprise is Web-based, real-time, and aligned with the new Medicaid Information Technology Architecture (MITA) standards.

“The expertise that ACS brings to this project will strengthen the health care services the State of California offers its beneficiaries,” said DHCS Director David Maxwell-Jolly. “Together we are reshaping the future of the Medi-Cal program in order to effectively serve Californians for years to come.”

ACS will also provide complete fiscal intermediary services, including provider claims payment, provider and stakeholder relations and training, beneficiary relationship services, telephone service centers, security and privacy protections and more.

Aligning with technology partners, IBM and CGI, ACS will provide health care services for more than seven million beneficiaries from more than 80,000 health care providers throughout the state.

“ACS has provided critical services to government agencies in California for more than 25 years. Our partnership with Medi-Cal is the latest chapter in a history of innovation and service to the state,” said Lynn Blodgett, president and CEO, ACS. “With more than 5,000 dedicated employees in California, the work of ACS, now a Xerox Company, has a positive impact on the lives of residents every day.”

As the largest services provider to manage all document and business process needs within a healthcare organization, ACS, A Xerox Company, touches the lives of nearly one in every three insured individuals in the United States.

About Xerox

Xerox Corporation is a $22 billion leading global enterprise for business process and document management. Through its broad portfolio of technology and services, Xerox provides the essential back-office support that clears the way for clients to focus on what they do best: their real business. Headquartered in Norwalk, Conn., Xerox provides leading-edge document technology, services, software and genuine Xerox supplies for graphic communication and office printing environments of any size. Through ACS, A Xerox Company, which Xerox acquired in February 2010, Xerox also offers extensive business process outsourcing and IT outsourcing services, including data processing, HR benefits management, finance support, and customer relationship management services for commercial and government organizations worldwide. The 130,000 people of Xerox serve clients in more than 160 countries. For more information, visit http://www.xerox.com, http://news.xerox.com or http://www.acs-inc.com. For investor information, visit http://www.xerox.com/investor.

Note to Editors: Xerox® and the sphere of connectivity design are trademarks of Xerox Corporation in the United States and/or other countries. Connect with ACS on Facebook or Twitter. For open commentary, industry perspectives and views from events visit http://www.facebook.com/xeroxcorp, http://twitter.com/xeroxcorp, http://twitter.com/xeroxevents, http://www.xerox.com/blogs or http://www.xerox.com/podcasts.