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GLG News by Printer Experts (North America)

Robert Sethre, Chief Executive Officer
Robert Sethre, Chief Executive Officer
Woodford Group, LLC
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...
Edward Crowley, Senior Consultant
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...
Edward Crowley, Senior Consultant
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...
Robert Sethre, Chief Executive Officer
Robert Sethre, Chief Executive Officer
Woodford Group, LLC
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...
Edward Crowley, Senior Consultant
Analysis of: 'Revolutionary' new cheap printer to overturn printing industry, analysts claim (www.texyt.com)
A highly secretive ex-Canon inventor, Kia Silverbrook, is preparing to make a 'technology / product' announcement at an ink jet technical conference in Prague next week.  Lyra, an industry tracking firm, is touting this as a 'game changing' technology.  But is it truly game changing, or is...
Edward Crowley, Senior Consultant
Analysis of: IBM and Ricoh to Create Joint Venture (www.ricoh.com)
Ricoh has announced an agreement with IBM to purchase the IBM Print Systems over the next three years.  This is the 'high end' printing group that IBM kept after spinning off printer maker Lexmark.While this only represents a $1B increase in revenues to Ricoh, it is strategically important for...
Edward Crowley, Senior Consultant
Analysis of: Judge: Dahlgren can be quizzed again (www.kentucky.com)
According to Lexmark, vertical printing applications are key to both their strategy and their profitability. HP is clearly attacking this market segment in order to capture incremental growth.  As this article indicates, not only has HP hired away a key executive (Bruce Dahlgren, formerly...
Robert Sethre, Chief Executive Officer
Robert Sethre, Chief Executive Officer
Woodford Group, LLC
Analysis of: Xerox Net Rises on Tax Gain, Sales of Color Machines (www.bloomberg.com)
The quarterly results recently announced by Xerox were generally positive and probably well-deserved. After a difficult period, they are unquestionably in a better financial situation. Looking at industry segments, they are doing a lot of things right and are (again) a formidable player/ competitor....
Robert Sethre, Chief Executive Officer
Robert Sethre, Chief Executive Officer
Woodford Group, LLC
Analysis of: Lawmakers Pushing for Paper Trail As Backup (www.washingtonpost.com)
This article shows one more example of politics imitating life.  The debate about paperless workflows vs. hardcopy output to ensure system accountability is a hot issue for everybody in a variety of business and other fields.This discussion is certainly not new and the article shows a example...
Robert Sethre, Chief Executive Officer
Robert Sethre, Chief Executive Officer
Woodford Group, LLC
Analysis of: GOP sees rival's strategy (www.jsonline.com)
Although this is a story about election issues and partisan rivalries, it is a good example of politics imitating life.  Document security is a hot issue for everybody in a variety of business and other fields.Amazingly, the technology to prevent or at least control such occurrences is already...

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