Ray's Library
Ray's Hot Topics
The End Of The Day With Ray! What Are The New Roll-Up Rumors? Who’s Next To Get A Check From DEX?
DEX, has Lot's to think about in building a Billion plus distribution channel! Who will they buy next Marco, FlexPrint, NOVATECH, or UBEO? What about Visual Edge IT? Here's my thinking!
The End Of The Day With Ray! Kodak 1st qtr FY 24 & Year End FY23 Interesting Details In The #s
Kodak's numbers help solidify my thinking that Konica Minolta & Ricoh should not be in the industrial print space!
The End Of The Day With Ray! It Seems, HP CEO Has His Eyes Closed To The Revenue Declines!
How long can HP CEO, continue distracting from HP's massive revenue declines after their bubble years FY 2021 and FY 2022?
The End Of The Day With Ray! My Thinking On VEIT revenue #'s Print Hardware & Service, & Managed IT
Visual Edge Obviously Unable to Support Debt With Ares Capital - Today I share what I believe their revenue numbers are. I also discuss what I believe to be the percentage of revenue for each of the 6 Visual Edge areas. These thoughts solidify my thinking that VEIT could be easily broken apart and sold off in pieces.
The End Of The Day With Ray! My 5 Year Operating Profit Analysis The Ranking May Surprise.
Who is the best at producing Operating Profit who is the worse? I analyzed the conglomerates as a whole and then just their print and related businesses. The results were surprising other than the OEM is last place!
The End Of The Day With Ray! Canon 1st QTR 24 Will Canon Face Competition Like Never Before?
In this episode I ask could Fujifilm exceed Canon in print revenues?