Archived posting to the Leica Users Group, 2003/06/18

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Subject: Re: [Leica] Kodak stock is down(way down!) this morning.
From: "Don Dory" <dorysrus@mindspring.com>
Date: Wed, 18 Jun 2003 21:41:58 -0400
References: <1599085.1055956222123.JavaMail.nobody@gonzo.psp.pas.earthlink.net> <002301c335b7$4ba68f40$dd9e520c@e3b7x2>

Kodak's share price has more to do with their declining paper and chemistry
volume with photofinishers.  In the eighties some genius MBA convinced Kodak
to dump all their small customers to concentrate on the big fish.  Ritz and
Wal-Mart chose Fuji, Wolf chose Kodak.  Wolf went bankrupt and was bought by
Ritz.  Therefore, almost no retail photofinisher uses Kodak(Eckerd's and
Walgreen's are an exception but they have tiny volumes compared to the big
two.  Also, with the world's largest retailer pushing the green boxes, their
film sales are falling faster than the green folks.  Their most loyal
customers, the professional photographer,  are largely digital so few sales
there.  And, to make the whole matter funny, all the money spent developing
digital systems has largely gone down the rat hole.  Their consumer digital
is number six or seven in volume,  their professional backs are also not in
the top two.

So, I would say that any day is a good day to dump Kodak stock.  It is only
going lower.

0.02

Don
dorysrus@mindspring.com

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In reply to: Message from Douglas Herr <telyt@earthlink.net> (Re: [Leica] Vario-Elmar Zooms...)
Message from "Dale Reed" <dale-reed@worldnet.att.net> ([Leica] Kodak stock is down(way down!) this morning.)