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Lester WarbySeptember 1, 2008
Dell Latitude ON - The Next Big Thing In Quick Computing
Analysis of: Dell takes business laptops to new latitudes | www.itweb.co.za
Author: Lester Warby, Former VPIT/CIO, Firstmark Credit Union
Instant application access will be in high demand to meet the ever-increasing needs of a very busy and more mobile workforce.  This technology will become a required feature once it hits the mainstream business market. Companies like Apple, HP, and IBM are all currently exploring this...
Edward CrowleySeptember 1, 2008
Excellent Strategic Move
Analysis of: RICOH to Acquire IKON Office Solutions, Inc. | www.marketwatch.com | investors.ikon.com
Author: Edward Crowley, Principal, PHOTIZO GROUP
Industry consolidation is, to some extent over because there is no one left to acquire!  Our News posting and client report identifies how this is an excellent strategic move for Ricoh, and a significant threat to Canon.
Edward CrowleyAugust 28, 2008
An Industry Giant Gains Momentum - And A Serious Blow to Canon
Analysis of: RICOH to Acquire IKON Office Solutions, Inc. | www.marketwatch.com
Author: Edward Crowley, Principal, PHOTIZO GROUP
The bottom line:  Ricoh now has one of the broadest distribution channels in the market, they have the broadest product line in the market, and they now have one of the strongest service delivery teams in the business.   The competitive impact:  Canon is the biggest looser. ...
Brad FranchiAugust 26, 2008
BIOMASS - the next card in the deck?
Analysis of: Sawmills Falling Silent | www.nationalpost.com
Author: Brad Franchi, President, Forest Strategies, LLC.
As the author points up - chip supplies for pulp mills are becoming hard to procure.  The next "wave" of change is the emerging (erupting?) biomass markets.  There are over 40 US mills either announced, under construction, or running.  The largest of the bio pellet plants rival pulpmills...
Edward CrowleyAugust 7, 2008
Is Hewlett Packard's (HPQ) Ink Jet Business in Trouble?
Analysis of: HP tells staff in Corvallis ink business is 'broken' | www.oregonlive.com
Author: Edward Crowley, Principal, PHOTIZO GROUP
The Portland (OR) Oregonian featured a lengthy piece concerning layoff rumblings around HP's Corvallis and Vancouver inkjet-printer-related divisions, including quotes from an HP Vice President and his concern for future growth (or lack thereof) in the inkjet business. The news trickle made it to Boise,...
July 28, 2008
MPAA to Fight Online Movie Piracy with Aggregation and Search Site
Analysis of: Court records: MPAA sought info on PirateBay founders | news.cnet.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1. Motion Pictures Association of America site to link to any legal distributor such as Fandango, Xbox Live, Netflix, iTunes and Sony's PlayStation Store.      2.  Recent research conducted by the MPAA and Yahoo found that the internet plays a significant role in driving...
July 25, 2008
High-Definition Is Changing the Multiplatform Marketplace
Analysis of: Verizon FiOS TV set to light up New York City | www.telecommagazine.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1. DIRECTV is the key factor in stimulating the HD market.    2.  For the MSOs and Telcos, Time Warner leads in terms of High-Definition feeds with 56 HD channels in the New York
Edward CrowleyJuly 23, 2008
The Spiral Will Continue
Analysis of: Inkjets expected to smear earnings | www.kentucky.com
Author: Edward Crowley, Principal, PHOTIZO GROUP
Lexmark's inkjet business is doomed to failure primarily because the brand is positioned to appeal to the 'cost concious' buyer who will not use enough cartridges for Lexmark to recoup the hardware loss from the initial sale.  There is a very strong correlation between usage (pages printed) and...
Robert SethreJuly 23, 2008
Lexmark - Corrective Action at Last?
Analysis of: Inkjets expected to smear earnings | www.kentucky.com
Author: Robert Sethre, Independent Industry Consultant, Rob Sethre
Lexmark results might stabilize or improve as a direct result of their limitation of exposure in the inkjet business.  Their laser-based offerings and vertical / application-based solutions for corporate clients are excellent and those results have been masked by the inkjet problems. ...
Edward CrowleyJuly 22, 2008
Lexmark Will Continue Its Spiral
Analysis of: Inkjets expected to smear earnings | www.kentucky.com
Author: Edward Crowley, Principal, PHOTIZO GROUP
Lexmark is facing a "perfect storm".  The unprofitable inkjet division continues to decline.  Should the firm let the ink jet product line continue to decline (and accept an eventual 'phase out' of the product segment), or drive product placements and accept the associated hardware losses?...

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