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Logitech International SA Message Board

  • swisslakes swisslakes Nov 15, 2012 6:44 AM Flag

    Bits & pieces rom Yesterday CC by CEO- 3 Years Catalysts Windows 8, Android, Music, Tablets, Mac & iOS

    the next target for this kind of productivity devices is the Windows 8/Android ecosystem...........so the opportunity...to add navigation devices.

    you wouldn’t be surprised to know that there is already things in the making for the small iPad,

    PC
    ----
    We also do not believe that the PC has done a permanent decline in sales. We’ve seen a tremendous stall over the last six months, most of the reason for the stall was the expectation around not necessarily Windows 8 but the new PCs that would come with Windows 8.

    The upgrade incentive from Microsoft was not good enough to convince me to buy an old fashion PC the people are waiting for a new PC and not for a new operating system.
    So I believe that for simple arithmetic for fiscal ‘14 will be a year of growth for the PC, but the three year scenarios are flat.

    When I refer to the PC, I mean everything that runs the traditional Wintel architecture. And therefore Ultrabooks was, our product of the PC, increasingly PC sales will move towards lighter and thinner form factor, there is no question about it. They already moved from desktop to laptops ages ago ...

    If you believe that PCs will all be equipped for the best and it’s likely that mice will have a or a pointing devices in general will have a lower relevance, I don’t believe this is going to be the case.

    Music - Logitech UE
    -----------------
    what you see a music today is our first wave, you’ll see more coming.

    It is currently the choice of virtually all performing musician in the world when they’re on stage, able to hear what they’re playing, they use custom made Ultimate Ears in-ear monitors. And so we’re using that legacy to create a music business...

    So we’re making a brand investment as much as we’re making a music investment and we’re totally concentrating on Smart Phone.

    And again people think iPhone, this is way more than iPhone, it’s a Bluetooth platform so it works with your Blackberry, with your Android devices and anything that carries back Bluetooth.

    Cost Cutting
    --------------
    We’re fully on track to have a run rate exiting fiscal ’13 which is the current year which is March that enables us to save $80 million on a yearly basis over our cost base of fiscal ’12 which is when we’ve referenced that, we’re pulling on track to do that. That should add $80 million to the bottom line, okay that’s what we’re doing.

    LifeSize
    -----------
    One of the characteristics of LifeSize and we can spend an hour talking about LifeSize is that, we kept it as a separate entity which leaves every option of it. Like said, conferee towards the general feeling about LifeSize is it’s a phenomenal asset............

    ....we grade infrastructure to infrastructure plus cloud, okay. And there is being investment in R&D to do that and you will see the manifestation of these investments shortly.

    transcript at Seekingalpha site

    Sentiment: Strong Buy

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