Shannon Cross
Shannon Cross
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.
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.
fund heck managers money question tech
There's not a heck of a lot out there in tech that is working. From that standpoint, the question that fund managers have is, 'Where do I put my money if it's not Apple?
apple delay interest
There's more interest around Apple with the Vista delay.
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.
apparently margins pressure remains
For Kodak, 2006 remains challenging, with apparently higher-than-expected (film sales) declines, which will pressure margins and earnings.
run since soccer
For all of us, it's been 10 or 15 years since we haven't had soccer every day, ... So we run into each other on campus, and we're like, 'what are we doing right now?'
point sounds split whether
It sounds like they are positioning it more and more to be split up at some point in time. Whether or not they do it is still in question.
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,
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.
whether
Whether or not they do it is still in question.
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.