GLG News by Lexmark Printer Experts

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)...

The Photizo Group has identified Managed Print Services or MPS as a key dynamic which will fundamentally change the shape of the printer and copier markets and how decisions for these products are made.  This will impact all of the major players including HP (HPQ), Lexmark (LXK), Xerox (XRX), Oce...

Pricing of Xbox will start to tumple down now that Blu-Ray is the adopted standard. Many OEM's are returning stocks to suppliers as demand has drastically declined. Sony will now increase production of PS3 + range.

In 2007 Lexmark again had a significant earning miss and their stock has lost almost half of its value. This happened even though the company poured a huge amount of cash into stock repurchases. It is irrational for a management team to make these repurchases if they had any idea that they were so far...

1.Despite the quick turnaround in announcing the less severe than expected financial impact that the vendor allocation timing issues have had over the past 4 quarters, uncertainty still abounds regarding the Leadership, business model and ultimate turnaround strategy for Office Depot. 2.Within the text...

1)Despite a very soft year overall in the Office Supply sector, OMX has achieved 3 consecutive quarters of positive retail store comps and could very well be taking share from struggling ODP in overlap markets. 2)Although overall contract sales grew by 2.4% against Q3 LY(reflecting mainly growth...

1)Within a very saturated marketplace of Office Supply superstores, could a smaller footprint store that features core office supplies, print and document services and shipping be the ultimate answer to retail store expansion in the sector? 2)Given escalating rent cost in large metropolitan areas, a...

1)Given ODP's lackluster Q1 and Q2 Earnings announcements TY, will analyst and investor confidence again be shaken in the midst of an internal investigation that could destroy EPS this year and continue to erode share price? 2)ODP continues to struggle and appears to be mired in turnaround efforts...

Small businesses are adversly affected by adding a Vista computer. they are rarely aware of the compatibility issues they will encounter. Upgrade to Quickbooks and printer drivers can be significant financial impact.