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Strategies & Market Trends : Value Investing

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To: Sergio H who wrote (50316)12/12/2012 11:46:03 AM
From: richardred  Read Replies (2) of 78526
 
I have several close relatives who still work there. Ursla Burns bought ACS to diversify away from the mainstays which IMO is dying a slow death. IMO she's a sub par CEO. The service business is the breadwinner IMO. I owned it before and got out with a profit. She's still looking to build on the service business through niche acquisitions.

In Oct. had some earlier opinion on the industry in general.

>The biggest commercial printer R.R. Donnelley prints phone books. How many use the phone books any more? Many past printed items can now be viewed on the internet. Are Xerox, HP & Kodak (Next Press) going to be selling as much small specialized printing equipment? This when someone can now download books on the Nook or Kindle. I know documents & books still need to be printed, but with Lexmark & Kodak exiting their PC printing business. I think this is an indicator to where the trend is headed. IMO-Just store it somewhere on a cloud till it needs to be printed.

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