22 Quotes by Shannon Cross
- Author Shannon Cross
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Whether or not they do it is still in question.
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- Author Shannon Cross
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Kodak remains a very complex restructuring story and it is difficult for investors to track the operational performance of the company.
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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.
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We believe digital health imaging margins will remain under pressure as doctors shift from printing X-rays to viewing on screen.
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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.
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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?
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There's more interest around Apple with the Vista delay.
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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.
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Apple's software side is underreported on Wall Street, but it's a big positive in terms of margin contribution,
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