GLG News by Lexmark Printer Experts
Analysis of:
Microsoft says to extend XP sales for five months (news.yahoo.com)
Microsoft wants to force users to use Vista. Turning over IT systems to Vista is not necessarily what end user consumers want. Microsoft, although duly invested in selling updates for profit can not force IT departments to max out their software budgets on a new operating system when the old one works...
September 28, 2007
Office Depot Likely to Join Lowe's and Target With Revised Year End Earnings Forecast
Analysis of:
Consumer spending slows, retailers take hit (www.nydailynews.com)
Office Depot Likely to Join Lowe's and Target With Revised Year End Earnings Forecast
The fallout at retailers is not yet over and I expect that other retailers will also struggle in a very tough economic climate. Signs that this will occur are evidenced in the following over the past several months: 1)Staples 2nd Quarter earnings announcement included negative same store sales,...
Analysis of:
Goods Orders Off Sharply for August (www.nytimes.com)
Given the fact that unless you've spent the last year in a cave in Afghanistan and have not as yet heard anything about the cascading effect the housing and subprime mortgage markets have had on the economy, this article points to the fact that it just might be getting worse vs better. Validation...
September 24, 2007
Apple's iPhone quick price drop was a bad decision and their refund methodology compounded the error.
Analysis of:
Apple Legend Woz Blasts iPhone Price Drop And Refund Policy (www.crn.com)
Apple's iPhone quick price drop was a bad decision and their refund methodology compounded the error.
iPhones were too expensive: Apple did not get the pricing correct at the beginning. Apple made a bad decision limiting the service to one carrier - A T and T. Apple is making poor marketing decisions which may not only cost the company sales in the short term but may have a negative impact on the...
Analysis of:
Office Depot Launches Industry-Leading Customer Rewards Program (mediarelations.officedepot.com)
-On the positive side, loyalty programs can definitely build Brand awareness, market share growth, frequency of visits and average ticket size: however, the risk of offering a higher % of total sale back in the form of gift cards can outweigh the positive benefits if only current customer base takes...
Analysis of:
After Ubuntu, Windows Looks Increasingly Bad, Increasingly Archaic, Increasingly Unfriendly (www.sys-con.com)
The implications are clear. Even though Microsoft isn't shivering in fear as of yet, there are viable options out there. The only issue is these options are not marketed like MS Office and Windows.
Analysis of:
Bernstein Grants Lexmark Its Sole "Buy" Rating (seekingalpha.com)
Lexmark's stock has been hammered since their dismal 2nd quarter earnings report. Toni Sacconaghi of Bernstein Research is now rating it a buy. does he know something that the rest of the market is missing?
September 5, 2007
Office Supply Sector Principals Will Face Stiffer Competition in 2007 and 2008 From FedEx Kinko's
Analysis of:
FedEx Kinko's Escalates Expansion Efforts (www.retailnet.com)
Office Supply Sector Principals Will Face Stiffer Competition in 2007 and 2008 From FedEx Kinko's
1.)With a very tough front half of FY 2007 behind them regarding retail store comps, the Office Supply sector players will be continually pressed to find ways to drive topline revenues the balance of this year and next as a "new" core supplies player drops over 700 new and strategically placed stores...
Analysis of:
Staples Meets Expectations (www.thestreet.com)
1)Staples unprecedented quarterly earnings run of positive store comps has ended abruptly, further evidencing the continued and potentially growing weakness of the US small and midsize business economy. 2)Citing a "tough retail environment" which translated into much lower sales of high ticket/durables...
Analysis of:
Sales of Ink and Laptops Push HP Past Forecast (www.nytimes.com)
Despite concerns that remanufactured(third party) ink and toner cartridges continually push HP for share in the lucrative ink consumable market, HP has delivered a potent punch combination of brand image, marketing, promotional activity within the CE and Office supply sector and first-to-market technology...
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