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Logitech International SA Message Board

  • swisslakes swisslakes Mar 5, 2013 3:20 AM Flag

    like it. Logitech CEO 25 minutes @ Raymond James 34th Annual Institutional Investors Conference

    Growth areas Now & Future,

    people in the past said Logitech is dead with The Laptop as it integrated with keyboard & touchpad, it was actually the opposite, as Logitech grew remarkably for years in the laptop space

    Last few Qtrs, Notebook dropped but desktop PC stable

    Now Tablet's peripherals in 3 weeks rather than months, attached rates for tablets is about 10% and growing,

    Reiterate the selling of non core business.

    Possible acquisition to strengthen core Business

    PC touch like touchpad, Logitech UC, Wireless speakers growing pretty rapidity and trends of future

    Bluetooth will cannibalize wired music peripherals and more to come from Logitech

    Music mainly is about the Smartphone

    Logitech of Business mainly in UC after Big players for Big deals, out of Jabra deal, now developing all in house

    they produce about 50% in house

    PC areas of focus for growth,
    1-Emerging markets
    2-PC Gaming
    3-Unified Communication
    4-Touch peripherals

    Strong cash position

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