Ray's Hot Topics
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
Fujifilm has a great opportunities in spinning off its Business Innovation business unit. I believe Effissimo Capital and its power over Ricoh could facilitate an exit for Fujifilm. The Fujifilm and Konica Joint venture is really nothing and at one time it somewhat made sense for Fujifilm's Business Innovation business unit and Konica Minolta to merge. However, now that RICOH has established ETRIA it makes more sense for Fujifilm to spin off Business Innovation manufacturing to ETRIA and street distribution to Ricoh. In this episode I share the details of this strategy.
The Business Technology Association and all the separate entities seem more like investment clubs rather then associations dedicated to helping the association's members. I am hopefully that this episode and my previous episode regarding BTA National and the BTA scholarship entities will cause some obviously needed debate between these organization's boards and these organization's members.
GreatAmerica Becoming A Bank Actually Makes Them More Attractive To Wells Fargo. I am thinking the second generation would rather cash out then build a bank. Especially if my researched value of GreatAmerica is accurate. There could be a lot of golf games and a nice new jet in the numbers!