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Logitech International SA Message Board

  • yaomrd yaomrd Feb 1, 2013 4:50 AM Flag

    from 8-K 24 Jan. - Tablets & Smartphones & PC,- Logitech growth

    "We plan to expand our presence in the growing tablet accessories category with the launch of a number of exciting new products later this quarter."

    “We are developing more mobility-related products, leveraging the powerful growth of tablets and smartphones. We intend to sustain our leadership in PC platform-related products where we have engineering, distribution and scale advantages."
    ------------------------------------------------------------------
    Productivity & Mobility accessories, both growth drivers for years to come

    Feb-March will be huge as we could see The selling of Alert & Harmony line-ups, the announcement about LifeSize, The Tablets & PC gaming new line-ups?

    Note: from previous comments by CEO: small & big tablets, Android & Windows 8, Tablets Desktop Class accessories

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    • 9 months Retail - Tablet Accessories sales 2012 $89m V.S 2011 $36m so clearly the category is growing but with new waves expected from Logitech's Tablets ranges (Tablet/Convertible/Detachable) of Desktop class & mobility for iPad, Android & Windows 8 we could see it as big as notebooks as it will also comeback due to Ultrabooks with Haswell Processors in 2013 which means less heat, thinner/lighter & cost effective main stream sleek Ultrabooks

      Sentiment: Strong Buy

 
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