Shannon Cross
Shannon Cross
apparently margins pressure remains
For Kodak, 2006 remains challenging, with apparently higher-than-expected (film sales) declines, which will pressure margins and earnings.
acquire areas believe cannot continue current entertainment fixing focus gains given highly kodak profits secular unlikely
While we cannot be certain, we continue to believe it is highly unlikely that HP would acquire Kodak, especially given HP's current focus on fixing its own business. The areas that Kodak gains profits from -- film, X-ray film, entertainment film, laser imagers -- are in secular decline.
challenge extreme hard remains royalties
I think profitability remains an extreme challenge for them. They are getting a lot of the profitability from things like royalties ? one-timers that will be hard to replicate. We could be having some lumpy quarters.
complex difficult investors kodak performance remains track
Kodak remains a very complex restructuring story and it is difficult for investors to track the operational performance of the company.
whether
Whether or not they do it is still in question.
believe digital doctors health imaging margins pressure printing remain shift viewing
We believe digital health imaging margins will remain under pressure as doctors shift from printing X-rays to viewing on screen.
change line product purchase recent relatively small technology
These relatively small acquisitions are in line with (HP's) recent printer-oriented purchase of Scitex Vision, which expanded (HP's) technology and product set but did not change the company's focus.
margin positive side software terms wall
Apple's software side is underreported on Wall Street, but it's a big positive in terms of margin contribution,
apple definitely diverse good people stocks time
Apple is one of those stocks where people are definitely polarized. But at this point, it's a good time to own Apple. Revenues are more diverse now,
cap career finish season
I really wanted to finish the season and finish it well to cap off my career here.
driven expected gross lower margin quarter weak
It was a very weak quarter driven by gross margin and lower than expected revenue.
color growth quarter solid
It was a solid quarter where the growth in color was very strong,
base expand grow printer
They're benefiting from the installed base (of printer owners). If they want to grow , they're going to have to expand that installed base.
facing good head job last managing margins pricing scholars-and-scholarship several winds
They will be facing head winds of (component) pricing going up, but they've done a good job of managing margins last several quarters.