GLG News by Lexmark Printer Experts

SSD's (Solid State Drives) are still not viewed as a mature technology for critical or long-term data storage.  SSD's still have three major hurdles to overcome before they achieve mainstream acceptance; cost, write performance, and reliability/durability.  Hard Drive manufacturers are looking...

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...

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.

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. ...

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,...

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...

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. ...

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?...

HP (NYSE HPQ) has dominated the printing landscape for over 20 years.  With a dominant share of over 50% in most categories, the firm is the leader in the industry. At the same time, the highly profitable annuity stream from supplies drivers more than 50% of HP's profitability annually.  It...

Heidelberg's stock (HDD) is falling precipitously, from the mid 40's last August to the 10's today.  I see several scenarios playing out: Business as usual:  The stock will continue to perform poorly since the company is chasing the wrong target market.  At some point (perhaps now)...