Canon Inc. Message Board
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“With Windows 8, we are setting a new, accelerated pace for updates and innovations, as we focus on making the Windows experience richer and better.”
“Looking ahead, we will release the next version of Windows, codenamed Windows Blue, which further advances the vision of Windows 8 as well as responds to customer feedback. “
“As part of this, we are also working closely with OEMs on a new suite of small touch devices powered by Windows. These devices will have competitive price points, partly enabled by our latest OEM offerings designed specifically for these smaller devices, and will be available in the coming months.”
“This quarter, inventory levels were drawn down as the channel awaits new Windows 8 devices.”
“Businesses continue to value the Windows platform, and volume licensing of Windows is on track to deliver almost $4 billion in revenue this year, and nearly three-quarters of enterprise agreements that we signed this year include Windows.”
transcript at seeking alpha site
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my comments
I told you Microsoft will update Windows 8 taking into consideration customer feedback. (Start menu, option to log-in to desktop mode, realizable/grouping tiles, etc?
also we will see next wave of Windows 8 to support small screen devices like Ultrabooks mini, 7" tablets , small notebooks, small hybrids. & also cheaper OEM offerings to make those devices more affordable
make sense that PC sales dropped in last Qtr as retailers depleting their inventory anticipating the new wave of PC of all kind of form factors and various price points
Vote of confidence in the Windows platform by business, in the announced volume licensing numbersSentiment: Strong Buy
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Next PC soon. bits & pieces from Microsoft CC Managment Comment
by swisslakes •Apr 19, 2013 8:39 AMworking with devices makers on smaller touchscreen device for the masses, that could be a tablet stopper
Business License of Windows growing and this a prove of confidence in the platform
June we will start to see the new devices -
-Mini Ultrabook Touchscreen ~$300 Windows 8.1 (a tablet stopper)
-Mini Ultrabook without Touch ~$250 Windows 8.1
-Notebook low end without touch Windows 8.1
-Desktop Windows 8.1 & Windows 7
-Android 7" ~$150
-Ultrabook without touch Windows 8.1 & Windows 7
-Ultrabook w/ touchscreen Windows 8.1
-iPad mini
-Detachable s Windows 8
-AIO +27" Windows 8.1
-Tablet Windows 8
-Mac
-Chromebook
-iPad
-Android 10" Tablet
this my favorite list ranking and believe will be a super catalysts to Logitech, not just mice and keyboards that are only ergonomic productive peripherals, but also other peripherals for mobility, gaming, desktop, communication, Music, Digital home. for Consumer & BusinessSentiment: Strong Buy
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Next PC soon. bits & pieces from Microsoft CC Managment Comment
by swisslakes •Apr 19, 2013 8:39 AMfrom seeking alpha site
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“With Windows 8, we are setting a new, accelerated pace for updates and innovations, as we focus on making the Windows experience richer and better.”
“Looking ahead, we will release the next version of Windows, codenamed Windows Blue, which further advances the vision of Windows 8 as well as responds to customer feedback. “
“As part of this, we are also working closely with OEMs on a new suite of small touch devices powered by Windows. These devices will have competitive price points, partly enabled by our latest OEM offerings designed specifically for these smaller devices, and will be available in the coming months.”
“This quarter, inventory levels were drawn down as the channel awaits new Windows 8 devices.”
“Businesses continue to value the Windows platform, and volume licensing of Windows is on track to deliver almost $4 billion in revenue this year, and nearly three-quarters of enterprise agreements that we signed this year include Windows.”Sentiment: Strong Buy
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like it. Logitech CEO 25 minutes @ Raymond James 34th Annual Institutional Investors Conference
by swisslakes •Mar 5, 2013 3:20 AMthrough the 31 years history of Logitech, there is always been a cheaper products like Creative Labs, Genius, even from Microsoft, but Logitech brand is strong, technology and reliability on top.
there will always people want cheaper products and those are not Logitech customers.
regarding growth story, i believe Logitech has new growing areas which is Tablets, Music, Ultrabooks, for Business, PC gaming, Communication accessories in FY14 started 1st of April 2013
while Mice, Keyboards, PC/M.Media Speakers will be re-birthed again after Haswell CPUS and new Gen of PC in Jan and followed bt the Windows 8.1 upgrade (code name Blue)
Emerging markets is also a big angle, go to Logitech China and check the online store, WOW, logitech products launched for China and not rest of the World and some just launched in China and not yet globally, PC in Emerging markets growing
I believe last fiscal year ended 32 March 2013 was the year of restructure, one thing i want is the selling of LifeSize and focusing on the Logitech brand in communicationSentiment: Strong Buy
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"Paul Otellini - President, Chief Executive Officer, Director
I had a third thing, Chris, which I think is as the OEMs start looking at new form factors that they can design around our new chips, Haswell in particular, and maybe Bay Trail, and Windows 8, enabling touch, the explosion in form factors and the competitiveness of that platform is going to be substantially different, at price points down into the $300 to $400 range enabling touch. We didn’t have that last year. So you go into the prime selling season with new products, new technologies, new form factors, and new capabilities that, up to now, were unapproachable price points."
"Stacy Smith - Chief Financial Officer, Executive Vice President
…And then we’ll see, because of Bay Trail coming into the marketplace, you’ll see touch-enabled thin notebooks with really good performance that are hitting kind of $300 price points. And then with our Android tablets, you’ll see things that are significantly, [hey, I have that]. So we’ll be participating across a broad range of compute devices as we get into the back half of this year"
"Paul Otellini - President, Chief Executive Officer, Director
We have a certain spec for ultrabooks, and that is the product that Stacy said is going to be centered at as low as $599 with some [diverse] SKUs to $499. If you look at touch-enabled Intel based notebooks that are ultrathin and light using non-core processors, those prices are going to be down to as low as $200 probably."
from transcript at Seeking Alpha siteSentiment: Strong Buy
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3 weeks ago i bought Harmony 600 (old model) and love it and bought a second one last week
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Add to them the new Harmony's announced today and more soon in next weeks
we could see the greatest June Qtr ever? -
1-Voice controlled Wireless headphone-headset
2-Uncompressed Wireless Music WiFi thru Intel's WiDi - Direct beaming
3-Smart Radio with bluetooth speakers
4-New Bluetooth Boombox
5-New Airplay Speakers -
-WEBCAM C930E
-UC Solution For 725-C
-USB Headset H650e
-Wireless Headset H820e
-FabricSkin Keyboard Folio iPad2/3/4 several colours
-Keyboard Folio for iPad 2G/3G/4G several colours
-Keyboard Folio for iPad mini several colours
-Ultrathin Keyboard case for iPad mini beyond Apple-Store
-Wireless Music Adapter for Intel WiDi
- M545 wireless mouse w/Pico adapter & biaxial wheel for Windows 8
- Touch Mouse for Mac T631
- MK720 Wireless Desktop, combo
-Zone Touch Mouse T400 several New Colours
-Professional Presenter R700
- G700s Rechargeable Gaming Mouse
-G500s Laser Gaming Mouse
-G400s Optical Gaming Mouse
- G100s Optical Gaming Mouse
- G19s Gaming Keyboard
-G510s Gaming Keyboard
- G430 Surround Sound Gaming Headset
-G230 Stereo Gaming HeadsetSentiment: Strong Buy
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New growth cycle ahead. Wii U PS4 serious demand Xbox 720 massive. It's not what people say now. Future expansion.
by ps480millionunit •Apr 5, 2013 5:09 PMwhat is the credit line facility? more or less than $30m? just to #$%$ ability to develop and produce for all these platforms
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it could be planned as i assume no having internal info before Qtr earning could sell?
maybe he want to buy something? -
no mention to LifeSize, is it sold or in process of selling?
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like the just surfaced Logitech M545 wireless mouse with New biaxial wheel that interact with Windows 8 & Logitech's advanced optical tracking technology
also the Logitech UE4500 wireless headset that switch between Wireless USB for PC & Bluetooth for smartphones, tablets & ipodSentiment: Strong Buy
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bits & pieces by CEO From Q&A link
"Going forward, we are primarily focused on PC peripherals and products for mobile devices. In PC peripherals, as I mentioned, our growth opportunities are in PC gaming, emerging markets, Unified Communications, and touch-based navigation. In mobility, the opportunities are numerous, but we're starting with keyboard cases for tablets and music devices that work with tablets and smartphones."
"Expect us to be faster with key innovation. And expect us to create some interesting things. We are very excited about where the computing world is going—and we intend to be exciting in that world."Sentiment: Strong Buy
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short interest dropped by +3m from sett.date 31 jan. to 28 Feb.
by swisslakes •Mar 18, 2013 5:42 PMis that is why it is down, they toke it down to cover at cheap price?
so why they are covering now?
simply the new fiscal year start days away with new focus, less cost, potential spin-offs for cash, new products in the pipeline, Logitech now after strength of PC, Tablet & S.phone, PC comeback 2nd H13 - Reply to
short interest dropped by +3m from sett.date 31 jan. to 28 Feb.
by swisslakes •Mar 18, 2013 5:42 PMSettlement Date- Short Interest
3/15/2013- 20,881,117
2/28/2013- 24,070,821
2/15/2013- 26,478,182
1/31/2013- 27,256,712Sentiment: Strong Buy
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one of many to come
check logitech blogSentiment: Strong Buy