GLG News by Lexmark Printer Experts

Robert Sethre, Senior Consultant

Robert SethreSenior ConsultantPhotizo Group 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

HP without printing: What are they thinking?

September 1, 2011

HP could sell printing division within two years, reports claim | www.printweek.com

Spurred by recent surprising developments and announcements at HP, an M&A intelligence firm predicts that HP could consider divesting the entire printing division. While there may be some high-level reasons why such a move might seem plausible, I consider it unlikely. Taking a closer look at the business drivers of the imaging industry in general and HP/IPG in particular, my conclusion is that this scenario, while worth a quick look, makes little business sense.

Hakan Akbas, President & Founder

Hakan AkbasPresident & FounderGlobal Dealings, LLC 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Google to buy Motorola Mobility for $12.5B in cash, its largest ever deal

August 15, 2011

Google to buy Motorola Mobility for $12.5B in cash, its largest ever deal | bit.ly

Google to buy Motorola Mobility for $12.5B in cash, its largest ever deal. Next Microsoft should buy RIM and/or Nokia. Here's why: http://bit.ly/r8uV9ZNext we will share our comprehensive analysis of the implications of this acquisition.

Hakan Akbas, President & Founder

Hakan AkbasPresident & FounderGlobal Dealings, LLC 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Open Text Q4 Results Disappoint - License Slippage, Weaker Margins

August 12, 2011

Open Text Q4 Results Disappoint - License Slippage, Weaker Margins | akbaspost.blogspot.com

Open Text (TM) Corporation (TSX: OTC), announced financialresults for its fourth quarter ended June 30, 2011. The company missed the Wall-Street estimates due to license slippage at Metastrom and weaker margins.

Hakan Akbas, President & Founder

Hakan AkbasPresident & FounderGlobal Dealings, LLC 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Open Text to Buy Global 360 for $260 million

July 18, 2011

Open Text to Buy Global 360 for $260 million | opentext.com

OpenText has acquired Global 360, a US software vendor specialising in case management for $260 million

Robert Sethre, Senior Consultant

Robert SethreSenior ConsultantPhotizo Group 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

What is Xerox Becoming?

June 22, 2011

Xerox Chief Looks Beyond Photocopiers Toward Services | online.wsj.com

Historically, Xerox was a (the) copier company: copiers were the products, the business model and the overall corporate identity. As the world went digital, so did Xerox, rebranding themselves as "the document company." Now, Xerox is moving beyond the document into the broader business of technology-led services. This re-rebranding will certainly influence their offerings and approach to market and present certain challenges for understanding the Xerox business model and future prospects.

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Investors, Traders, Private Equity Listen Up- Are Federal Contractors Ready?

June 5, 2011

Federal Acquisition Regulation; Sustainable Acquisition | www.gpo.gov

DoD, GSA & NASA are driving the Federal Government's Environmental Performance Program.  A sustainability procurement interim rule was issued last week which will impact 600,000 Federal Contractors and hundreds of investment portfolios. This rule impacts at least 95 percent of future Federal contracts. 

Hakan Akbas, President & Founder

Hakan AkbasPresident & FounderGlobal Dealings, LLC 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Liberty Media makes $1 Billion offer for Barnes & Noble

May 21, 2011

Liberty Media makes $1 Billion offer for Barnes & Noble | akbaspost.blogspot.com

According to Financial Times, Liberty Media has offered to buy Barnes & Noble, the struggling US bookseller, for $1 billion, in an unexpected deal that would significantly diversify Liberty’s holdings.

Hakan Akbas, President & Founder

Hakan AkbasPresident & FounderGlobal Dealings, LLC 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Microsoft to Roll Dice with $8.5 Billion Skype Deal

May 10, 2011

Microsoft to Roll Dice with $8.5 Billion Skype Deal | bit.ly

In an unprecedented move, Microsoft Corp. agreed to buy Internet phone company Skype Technologies SA for $8.5 billion in cash—the most aggressive move yet by Microsoft to play in the increasingly converged worlds of communication, information and entertainment.

Hakan Akbas, President & Founder

Hakan AkbasPresident & FounderGlobal Dealings, LLC 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Lexmark: Is It Finally Game Over?

April 26, 2011

Lexmark: Is It Finally Game Over? | akbaspost.blogspot.com

Lexmark has missed the boat on many fronts; The office products industry has been consolidating rapidly due to oversupply of commodity products offered at incredibly low prices particularly in the low to medium segment. Lexmark does’t have deep financial pockets, secured customer access in new markets particularly in non-US and emerging economies, a credible footprint of managed print services capabilities and captive channels of distribution.

Hakan Akbas, President & Founder

Hakan AkbasPresident & FounderGlobal Dealings, LLC 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Autonomy Q1 Results - Revenue Ahead of Consensus, Earnings Light

April 21, 2011

Autonomy Q1 Results - Revenue Ahead of Consensus, Earnings Light | autonomy.com

Autonomy, a leading vendor in the high-growth markets of Enterprise Search, eDiscovery and Content Management., has announced a strong quarter with good growth in revenue, profits and other key metrics today.  Revenues were $220 million ahead of consensus $216 million,  PBT (adj.) $95 million ahead of consensus $90 million, operating margin (adj.) 43% vs consensus 42%.

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