GLG News by Lexmark Printer Experts
Analysis of:
Printing firm eyes HP turf (seattletimes.nwsource.com)
In a rare reversal of roles for the market leader and established players, an upstart company's new technology confirms the new HP introduction and exposes the weaknesses of other manufacturers, especially in the inkjet space. But the full impact of the Memjet product is unclear, until...
Analysis of:
CDW to be bought by Madison Dearborn for $7.3 bln (news.yahoo.com)
CDW has been in talks and has been considering selling to the highest bidder for quite awhile. Krasney, a 22% share holder and the founder of CDW, has made a deal not only to approve of and vote for the deal but to try to encourage others.
May 25, 2007
Is it the Margin, the Brand Image, the Profitability or the Consumer Driving the Increased Penetration?
Analysis of:
Store brands still growing at office supers (www.accessmylibrary.com)
Is it the Margin, the Brand Image, the Profitability or the Consumer Driving the Increased Penetration?
1)Gross Margin elevation/Brand image-private label store brands constitute "blended" gross margins of 40-70% vs blended gross margins of 31-34% when selling supplies from suppliers such as ACCO, Avery, Newell-Rubbermaid, Mead-Westvaco. Putting your own name on a product means that you stand behind both...
May 25, 2007
After a Successful Turnaround Year in 2006, OfficeMax Misses Earnings Expectations in Q1 2007
Analysis of:
OfficeMax Reports First Quarter 2007 Financial Results (biz.yahoo.com)
After a Successful Turnaround Year in 2006, OfficeMax Misses Earnings Expectations in Q1 2007
1)The short-lived sustaining of growth lasted only 4 quarters which further highlights that OMX does not play in the same league as its rivals; shareholder confidence has already been shaken with the steep decline in share price shortly after the announcement and speculation has begun on whether or...
Analysis of:
OfficeMax Reports First Quarter 2007 Financial Results (biz.yahoo.com)
1)Office Depot's earnings announcement came with a mixed bag of results. Within the text of the financial press release, there are signs that overall foot traffic into stores and E-commerce website usage decreased in a business model built largely on attracting more small and midsize businesses. 2)A...
Analysis of:
Target outlines plans for private label push (www.accessmylibrary.com)
1)Market share gain from the grocery, club and big box sectors. Much of this gain could conceivably come at the expense of WalMart as the upper middle class and upscale demographic gravitates to Target's disciplined approach to fashion soft goods and current housewares/home furnishings strategies and...
Analysis of:
H-P CEO: Continues To Gain Market Share In 'Key' Areas (online.wsj.com)
Based on the recent stock price it appears that the street believes HP has peaked. I disagree for several reasons including: Strength in HP's core profit machine - IPG - is not only gaining ground in HP's traditional markets, but also making significant gains in new incremental markets. Mark Hurd...
Analysis of:
Printing and Imaging Industry On a Roll (www.ondemandjournal.com)
It is easy to view the imaging market very negatively due to poor financial results from Lexmark, Xerox, and others. However, the industry is actually very healthy as indicated by this article. A few key points: The top hardware providers produced over $4B in profits from their imaging business...
Analysis of:
Game Industry in 2012 (www.next-gen.biz)
Although this is tongue and cheek in many ways, it should also serve as a warning shot for those that rely upon the game industry as it is today for revenue. Retail, Telecom, Mobile providers, publishers and customers need to start thinking now how tomorrow will look as it relates to gaming. Today’s...
Analysis of:
Teaching the Color Printer the Language of Humanity and a Palette of Precision (www.nytimes.com)
This is an interesting and attention-grabbing invention, but the real implications are more strongly in the area of branding and PR rather than real-world user advantages. In my opinion, this development has no real significance for the end user and should be neither presented nor understood as...
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