Canon Inc. Message Board
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from today presentation Slide 35 "• The turnaround has already begun ... the momentum has changed"
by swisslakes •May 23, 2013 7:30 PMDivided + Turnaround+ going big into Smartphones + Going Big for tablets multi OSs + innovation in material, designs, input = expanding touch in new form factors + more
all in their presentations, on the Logitech web site, investor section.... - Reply to
Bits and pieces (Tablets & Smartphones) from Logitech presentations at their web site today
by swisslakes •May 23, 2013 4:48 PMLogitech flex its R&D, Channels reach muscles in Mobility, and no one can stop them now, competitors back to their caves
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that from Logitech Analyst & Investor Day 2013
"The New Logitech" presentation link on Logitech site investor section
also on another Slide
"Addressing
mobility
opportunities,
Windows and
Apple OS;
stay tuned on
Android and
smartphone
offerings"Sentiment: Strong Buy
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And More Innovation to Come...
……. Natural Interactions (image of a pen writing on a tablet)
“stay tuned on
Android and
smartphone
offerings”
“Expand from keyboard covers
into large market for cases”
“• Expand offerings to selectively
target high-volume Android opportunities”
"Android Opportunity Presents Upside
• Android keyboards are expected to be the fastest
growing segment
"– Expand into keyboards for Android tablets"
"Our Current Focus is Tablet Keyboards and Cases
• Tablet Cases: ~$1.4B market"
"We must develop a global retail leadership presence in Tablet Accessories
• We’re well on our way"
"Flexible: iPad, Android, 10”, 8”, 7” tablets, phablets, smartphones ... all
with evolving use cases"
"
• Focus on top retailers across 13 countries
• Achieve placement in 5,000 key retail storefronts + online
"
"
Achieve leadership share of shelf at each storefront
– Tablet keyboards
– Tablet cases
"Sentiment: Strong Buy
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read my next message to know that Logitech doesn't need Zagg
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-Logitech Spokesperson Says Can't Comment on Rumor of Zagg Bid
by dariodbest •May 23, 2013 9:24 AMToday, Logitech during investor day and presentations on their web site under Investors section, going after the massive cases for tablets beyond iPad into Androids and also after the Smartphone space
who needs Zagg when Logitech the massive brand will target mobilty
check out their presentation and strategy, it is Huge.also great stats as cases are far bigger than keyboards in the global world - Reply to
is Music segment splitting back "Ultimate EARS UE" & Logitech brands
by swisslakes •May 21, 2013 2:51 PMevery company in the World has a down and up periods
remember Apple and IBM in the 90s,
while Logitech mistake with a previous CEO is that they focused on Google TV and LifeSize acquisition and didn't put effort on core Business.
that cost Logitech three years and money
Now i think Logitech is back with back to roots strategy, we saw new G Gaming range, New iPad waves of accessories, New Remotes, and more to come soon for Windows 8.1, they just waiting for the right time, more hinted for Music, more for Communication coming, more for Business, just wait and see
New CEO strategy workingSentiment: Strong Buy
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I think Logitech going big after Zagg streagnth segments, it toke some time for Logitech go after tablets and smartphones as it toke two years to have the current permanent CEO, but it is 2013 that Logitech start to put some break on theses new coming brands as logitech re focus on core strengths again
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is Music segment splitting back "Ultimate EARS UE" & Logitech brands
by swisslakes •May 21, 2013 2:51 PMi believe they could be having the great Logitech brand in Music while to keep UE as a superior music brand.
bits and pieces From Mashable artice
"Ultimate Ears Boom: The Speaker Jambox Wants to Be"
"Even a single-speaker Boom played better and louder than the Jambox. Listening to the Tragically Hip's "Ahead by a Century," the Boom was such a powerhouse that the Jambox sounded tinny by comparison. In stereo, it was just embarrassing: the Boom simply blew it away."
Old Logitech is back with great superior productsSentiment: Strong Buy
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check Logittech site products
i believe that make senseSentiment: Strong Buy
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Google growing & Logitech still got few dedicated products for Android, no Chrome, no Hnagout
by swisslakes •May 16, 2013 1:56 PManother huge potential as it will needs wireless keyboard + touchpad for the Android HDMI port Stick Dell's Project Ophelia will turn any HDTV or HDMI HD screen into an Android computer this May
Sentiment: Strong Buy
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while Google Music, hangout, Samsung new Smartphones and tablets growing, nothing for all
we know the bad experience for Google TV, but Logitech should think Google -
why other like Belkin, Razer, JBL, Beats, Microsoft, Skull Candy, Bose, Nokia, Samsung, Apple, other latest products on shelfs, why not Logitech?
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is LifeSize Value fading as Skype and Lync connect in June. Microsoft CC comments
by swisslakes •May 3, 2013 12:29 PMpresence is Video communication
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is LifeSize Value fading as Skype and Lync connect in June. Microsoft CC comments
by swisslakes •May 3, 2013 12:29 PMI can't believe they are keeping lifeSize and selling their Harmony remote range and Security Camera that are complimenting their core business, everything at home will be remotely controlled, Security cameras will be part of our digital life.
LifeSize will drop and drop, even the mighty Polycom not growing -
is there is no buyer for LifeSize? especially the Chinese already coming big with their own companies? also Service providers do there own systems? also question about the needs of endpoints as PC or tablet could do the job, even Smart Video could not be that smart like Skype ubiquity ans simplicity even by kids
i believe it is time to divest LifeSize before it get worse
from Microsoft CC transcript at seeking alpha site (about two weeks ago)
"At our Lync 2013 conference in February, we announced that Lync and Skype connectivity for presence, instant messaging, and voice will be available for all Lync users by the end of June. Connecting these audiences was a key milestone as we deliver on the promise of truly unified communications." - Reply to
there are many positives said in CC, but one comment could take share down short term
by swisslakes •May 3, 2013 5:36 AMEurope will hurt short term, LifeSize also not profitable and may take time.
more from the CC transcript at Seeking alpha site
"While the PC market continues to way upon parts of our business and the ongoing economic uncertainty in much of Europe shows no signs of improvement,...." -
from CC transcript @ seeking alpha site
"Any turnaround takes time but given our expectation for normal seasonality in the new fiscal year, I expect that our progress will not become tangible to the second half of fiscal 2014."
2nd H FY2014 October 2013 - March 2014 -
how many shares he was awarded when join Logitech?