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GLG News by Printer Sellers (North America)

Robert Sethre, Chief Executive Officer
Robert Sethre, Chief Executive Officer
Woodford Group, LLC
Analysis of: Samsung: Rethinking the Printer Business (www.businessweek.com)
Samsung has been positioning itself for some time to (finally) benefit from the lucrative printer/MFP industry.  This article describes some of these efforts, but does not cover the entire depth of Samsung's strategy and activities.  There is more to the story!
Robert Sethre, Chief Executive Officer
Robert Sethre, Chief Executive Officer
Woodford Group, LLC
Analysis of: Eastman Kodak withdraws 2008 revenue outlook (www.marketwatch.com)
Kodak has been retooling their business for years, with some limited success. Still, they need to decide where to focus their attention and resources in the future, as the requirements of the respective business areas are collectively too much for them to handle. This announcement is not the first...
Analysis of: Clearwire Shareholders Approve Deal With Sprint (www.nytimes.com)
With the spector of Google Android remaking the smartphone space in 2009 and Intel's Q2 release of Mobilion (new Intel owned mobile Linux OS) this could position Sprint to dominate the next generation of wireless data. Clearwire is the only current viable contendor in the N. American WiMax space. If...
Robert Sethre, Chief Executive Officer
Robert Sethre, Chief Executive Officer
Woodford Group, LLC
Analysis of: Inkjets expected to smear earnings (www.kentucky.com)
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. ...
Analysis of: EarthLink Abandons San Francisco Wi-Fi Project (www.nytimes.com)
The window of opportunity has started to close for Metro-scale WiFi projects. WiMax is killing the demand for metro WiFi but still have power consumption issues. Earthlink needs a new purpose in life!
Analysis of: Lexmark's Malfunction: This Is Not A Misprint (www.forbes.com)
With Lexmark's stock price plummeting and it's continued slashing of margins, their business model seems hopeless. While corporate America embraces Lexmark for their low price corporate workgroup offerings, buying "throw away" printers is not a sustainable market. They have a tough road ahead of them,...
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...
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...
Analysis of: IBM and Ricoh to Create Joint Venture (www.ricoh.com)
Ricoh's recent joint venture with IBM InfoPrint division puts Ricoh in a very profitable business and should lead to more collaboration with IBM.Oce is also counting on making a tidy profit in this arena and Konica Minolta continues to "wow" the industry. You certainly can't count Xerox out as they...
Analysis of: Radio-frequency tracking tags pose recycling challenge (www.govexec.com)
RFID emergence and adoption will continue to move slower than predicted by the analyst sectorCurrent efforts are focused on case and pallet level trackingCard board boxes and shrink wrap is already being recycled by all major supply chain users.Organic Polymer based tags will reduce the recycling requirementsOrganic...

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