Shannon Cross
Shannon Cross
company connect content control living themselves users video
They are positioning themselves as the company that will connect video content to the end users and control your living room,
whether
Whether or not they do it is still in question.
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.
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.
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.
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.
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?
exceeded guided
They exceeded what they guided to pretty significantly.
apparently margins pressure remains
For Kodak, 2006 remains challenging, with apparently higher-than-expected (film sales) declines, which will pressure margins and earnings.
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.
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?'
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,