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Logitech International SA Message Board

  • swisslakes swisslakes Oct 25, 2012 7:10 PM Flag

    bits & pieces from CC. hints. i don't see fundimental change- outlook misunderstood

    "We are pleased with our execution in delivering great product in hot categories reducing our cost base and simplifying our portfolio and our company. We have entered the holiday selling season with our strongest product portfolio in several years. We are encouraged by the initial response to our new products from our channel partners and from consumers and we will continue to manage the things that we control to rise improve performance."

    "Let me add some further color here. We have in market or bound to get to market the most richest portfolio that we’ve ever had for, for a holiday season. "

    "Related to the iPad Mini, we’re not going to announce anything today."

    "But we do see – we see a pretty big range there and it’s based on the fact that the 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."

    "And the last part, we feel very good about the new products, as I said, tab accessories, music, the product that are attacking the new computing platforms. And we feel not so good about the PC platform right now. It’s in a slowdown. And as Guerrino said, if you can recall, the second quarter was pretty big dip. What’s going to happen in Q3 and Q4 is, I think, anybody’s guess but we’re going to plan conservatively."

    "Suffice to say that our priority is to return LifeSize to profitability at any level of sales virtually any level of sales. We want to make sure that the asset begins to deliver what we hope and would. Either than that it remains within the portfolio the same way it has remained within the portfolio in the last 24 months. And there’s nothing else I want to add."

    "But I feel very confidant in saying that we are on track to achieve that $80 million of net savings."

    "We saw a tripling of our tablet accessories business. We’re not disclosing exactly what percent that is. It occupies the – it sits in the keyboard category though. It was the primary driver of growth in our keyboard category. And so rest of our business is relatively flat in keyboards, but still strong. And we’re very optimistic about the future in that business."

    "witness what we did around the PC in the great days of the PC. I don’t think there is any reason we can not replicate that around the tablet platforms."

    "And when it comes to inventory, 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 and sort of, in the inventory and in a channel. So its most uncertain holiday season that I recall and my 15 years of Logitech."

    "As you would expect, we’re aligning our refill sources within China with the evolving retail environment. China remains a large opportunity for Logitech and we expect to return to growth there this fiscal year."

    link @ Seekingalpha site

    Sentiment: Strong Buy

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    • I think the uncetrentity bout Windows 8 before the launch of the OS and the concern about its success got no base as Windows 8 looks very attractive and i read many reviews, most said that a mouse and Keyboard is essential to use, even in tablets

      if some didn't like Windows 8, what is the alternative? Windows 7 & Mac, all supporting Logitech accessories

      the future is hybrid tablets that use keyboard, mouse, USB

      even there is a rumors floating on some sites with images that MS office is coming to ipad and Android, that will be great for Logitech accessories

      also just announced Microsoft's instant messaging and video chat are set for a major shake-up, with Microsoft announcing today that the Windows Live Messenger brand and client will be retired in the first quarter of 2013. They'll be replaced by the Skype client and Skype name everywhere, except for China, which will retain the Messenger naming.

      another great for Logitech video communication consumer accessories like TV Video Cam for Skype, Conferencecam, HD Webcams, Headsets, Broadcaster Wifi Cam, all support Skype platform

      Sentiment: Strong Buy

    • more leaking on retailers site in Europe & US, for Business & for Mac

      Sentiment: Strong Buy

    • strongest product portfolio in several years & Windows 8 selling, i believe Logitech management should gives us an outlook update as Windows 8 pickup

      and not to wait for new CEO first CC in January to look positive?

      Sentiment: Strong Buy

    • read it for more clarity,

      Sentiment: Strong Buy

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