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Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

Can Xerox Integrate ACS?

September 30, 2009

Xerox Deal Isn't as Grim as It Looks | online.wsj.com

Xerox has agreed in principle to purchase Affiliated Computer Services for roughly $ 5.6B. Is this a catch-up strategy? Do they have the ability to succeed from a financial and management view? Who's taking over whom?

Xerox Attempts to Diversify

February 24, 2009

Xerox Tries to Go Beyond Copiers | online.wsj.com

This is a critical subject for Xerox since there is too much competition at the device level. Xerox has great technology and differentiators, but is hobbled at deployment. If they can breach the product to market paradigm, they can achieve greater earnings and recurring revenue.

Commercial Print Transitions

December 3, 2007

Local commercial printer DPI has adapted to industry changes | www.democratandchronicle.com

The Commercial Print Industry is undergoing two revolutions simultaneously; Presses are going Digital and that leads to them being able to truly personalize the printed pieces. Marketing is getting more specific and while the cost of delivering a highly customized piece to the recipient can be 50% higher, the ROI is actually greater, due to high response rates and buying rates.

Infrastrucure was an inhibitor early on, but will now be an enabler

June 12, 2007

Monthly Check Image Items Exceed 200 Million for First Time | www.prnewswire.com

The tipping point is finally nearing because there was a need for a technology build-out when Check 21 was first passed. I worked for an ISV that sold Middleware that enables Check 21 functionality and it took time to put it in place and ensure its' robustness. Going forward, it will be easier to do the types of things discussed in this article, as well provide conectivity to other networks. This will hasten the adoption.

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