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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (49219)	8/27/2012 12:21:02 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78753

LXK - I really don't know how to value contracting (dying?) industries well. At some point they are great bargains like GCI was at $3-5. But it's hard for me to value LXK or BBY or GME or GCI. Aside: unlike some people, I don't believe that PC industry is dying. Tablets and smartphones impact PC business due to partial competition, but mostly they are not full-blown replacements for PC, IMHO. Things may change in the future though. Printer aside: I got B/W Brother laser (HL-2140 bottom of the line). I don't print color and laser is much better for occasional printing, since inkjets dry out if you don't print often. I'm very glad with my current setup. :) Much better than my previous inkjets.

To: Paul Senior who wrote (49219)	8/28/2012 3:36:18 AM
From: Madharry	Read Replies (1) \| Respond to of 78753

HPQ-right. clearly off brand purchases will work for some. I guess the question will be how many people will replace the hp printers with a different printer when the time comes to get a new one.not sure that the $50 hp loses every 18 months on you is enough for me not to own what seems to me to be a very cheap stock. even after the write down of eds. the stock seems cheap. and the real question is will the free cash flow stabilize from here or not. my guess is that people who print for their own personal use will likely switch to off brand replacement but i doubt that will be the case for corporate america. MIL- share price spiked a bit moving over $8. they announced they now had more than 93% of the compton shares. the latest conference call particularly the Q & A part is worth a listen to.

To: Paul Senior who wrote (49219)	8/28/2012 9:42:08 PM
From: ChrisGillette	Read Replies (1) \| Respond to of 78753

<<I've an HP LaserJet 1022 (an old printer) for which I have bought replacement cartridges about every 18 months or so from my local big box retailer. Price about $50 or $60+...So taking a chance for $20, I ordered one of each off-brand. And so far, the one I installed seems to be working out okay...this has made me wonder just how profitable the "razor blade" printer model is really working out for HP, given the availability of apparently much less expensive competitor cartridges.>> <<I keep looking at Lexmark...>> Generic printer cartridges have been around for years. And if you don't want to buy generic, you can take your empty cartridges to Costco (among others) and get them refilled for around $8 per cartridge. costcoinkjetrefill.com Still, I think that HPQ is down more on hype than substance. Printers and PCs might be down, but they're a long way from being out. Generics/refills are more of a consumer issue than a corporate issue. And even if people print less, HPQ should benefit from industry consolidation as lesser players (like Lexmark) are forced out of its markets.