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Logitech International SA Message Board

  • yaomrd yaomrd Nov 1, 2012 2:53 AM Flag

    I believe in a Potential all time high Qtr for those 7 reasons,

    1-Logitech has the best diversified range ever with new products in Gaming, Remote, Windows 8, iPad, Mac, Webcams & Ultimate Ears for Music

    2-Traditional Logitech's top selling Mice & Keyboards selling for Windows 8 as touch in PC is waste of time, even tablets needs input and pointing devices

    3-Windows 8 showing strength since its launch

    4-Retailers conservatively build up inventory of PC related SKUs in Sep. Qtr make sense before a new Major launch

    5-How many of us depend on Tablet without having PC @ home, few or non?

    6- Unlike iPad, Windows 8 Tablet is a full function PC that will needs more accessories as tradional PC comes with basic keyboard & mouse while W8 tablets without a mouse, most without keyboard and other USB accessories

    7-hints from CC @ seeking alpha site

    "strongest product portfolio in several years."

    " We are encouraged by the initial response to our new products from our channel partners and from consumers"

    " We have in market or bound to get to market the most richest portfolio that we’ve ever had for, for a holiday season. "

    "Windows 8 impact is pretty difficult to predict right now. And the impact for our new products rolling out is also – it’s very early, so it’s hard to say, although, we feel very good about them."

    "We saw a tripling of our tablet accessories business."

    "a lot of the inventory is the new products coming and so its very normal and its particularly important this year when we have big products in the pipeline"

    "China remains a large opportunity for Logitech and we expect to return to growth there this fiscal year"

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    • make sense, but even if PC is flat due to Ultrabooks not yet cheap enough Logitech has other drivers for growth for PC, Windows 8 updrades for Vista and Windows 7 PCs, the Windows 8 tablets that compatible with PC accessories & Mac accessories, low end Notebooks and desktops in Emerging markets & PC upgrade cycle, and for Business mainly Windows 7

      Logitech has a catalyst in almost major category this holiday season,

      the harmony touch for remotes,

      the Broadcaster WiFi cam & TV Cam HD for webcams,

      Ultrathin keyboard in White and Red versions for iPad,

      New Windows 8 T620 & Zone mice, T650 touchpad and K810 BT keyboard, K310 Washable Keyboard, Speaker System Z553 for PC or Tablet-PC

      Logitech UE Mobile boombox, UE Boombox, new range of UE headphones 9000, 900, 6000, 4000 & Smart Radio for Music ,

      in addition to many hot sellers in 2012 like the ConferencCam, C920 webCam,

      and traditional MX performance mouse and anywhere mouse, K400 keyboard pad, other harmony remotes and keyboards and mice

      also i like the new Cloud based and virtuallization new LifeSize offering

      Sentiment: Strong Buy

 
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