Ray's Hot Topics
As the industry goes through consolidation it will be important for all the industry’s actors to pay attention to the OEMs! The thinking regarding the old guard must change an align with today's realities. As the industry navigates towards its new relevance it will be irrelevant what Awards one bought and plastered all over their website. Keep up the great work Sharp!
There definitely needs to be a consolidation and consolidation takes strategy and speed! Fujifilm's decision on the type of spin off of the Business Innovation business unit will impact my thinking. In today's episode I share more details in my thinking regarding how I see Effissimo Capital aligning Ricoh, ETRIA and Fujifilm Business Innovation.
Of all the OEMs conglomerates will Konica Minolta be the one that goes away completely? As the print industry consolidates and the OEMs are pressured by outside activist investor it seems as at least one OEM could completely disappear. I am thinking Konica Minolta is a candidate. The major consolidation is coming!
In today's episode I share more of my passion for what I see as the greatest industry disruption. Kyocera & XEROX have a great opportunity to completely disrupt the landscape of the business and production print space. The time is now for both these organizations to get together and drive the the print industry through the INKJET Revolution!
Ricoh absorbing Fujifilm Business Innovation Business Unit Can Work! However, Ricoh has to get their act together regarding the profitability within their Workplace Services Business Unit! It's concerning in how poorly profitable in both gross profit and operating profit the business unit performs. Here's my thinking!
As Xerox changes the game at end user level, they must also navigate through the cost involved with reinventing a 100 year old institution. Xerox is continuing to show that the transitioning of the company is on target. Balancing Financial Disciplines With Reinvention. I am excited to see the debt reduction strategies unfolding as Xerox moves through its reinvention. Great Qtr