GLG News by Printer Sellers
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!
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...
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:
Cisco Signals Trouble Ahead (money.cnn.com)
1) Due diligence is expected and the news of tightening belts was predicted.
2) In the last quarter we have found all verticals are experiencing some level of conservative spending.
3) However, we have also seen increased spending with some vendors and/or specific vendor products and solutions. ...
Analysis of:
Microsoft to Stop Making HD DVD Players for Xbox (www.nytimes.com)
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.
Analysis of:
The Dogs of Wall Street (www.businessweek.com)
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...
Analysis of:
Vista: None for All? (www.microsoft-watch.com)
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.
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?
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!
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