Archived posting to the Leica Users Group, 2003/10/27

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Subject: RE: [Leica] Kodak Film and Digital: "Kodak's plans spur (investor) rebellion"
From: "B. D. Colen" <bdcolen@earthlink.net>
Date: Mon, 27 Oct 2003 09:17:16 -0500

On one hand, we have of course learned over these past three years or so
just how honest and far-sighted institutional investors have proven to
be. Was Providence one of the countless such groups investing in
internet ventures where there was no product, no real plan to have a
product, and no prospect that any vaguely intelligent three-year-old
could see of such ventures ever making profits?

On the other hand, digital photo will indeed be highly competitive, and
it may well be too late for Kodak to jump in and do anywhere near as
well as its investors would like it to do. However, that doesn't mean
that the company's leadership isn't correct in believing that while
there is still money to be made in film, film will no longer be able to
sustain the kind of giant it allowed Kodak to become.

B. D.

- -----Original Message-----
From: owner-leica-users@mejac.palo-alto.ca.us
[mailto:owner-leica-users@mejac.palo-alto.ca.us] On Behalf Of Tim
Atherton
Sent: Sunday, October 26, 2003 11:20 PM
To: leica-users@mejac.palo-alto.ca.us
Subject: [Leica] Kodak Film and Digital: "Kodak's plans spur (investor)
rebellion"


"ROCHESTER, N.Y. - Eastman Kodak Co.'s decision to bet its future on
digital photography has touched off a battle with a potent group of
dissident investors. Investors reacted with fury last month when Kodak
slashed its annual dividend by 72 percent to fund a major shift away
from its ailing conventional film business and into the fast-growing but
highly competitive digital arena.

Institutional investors led by Providence Capital Inc. are staging a
forum today to examine ways of prodding the world's biggest photography
company to alter its new course...

...Citing doubts about the potential profits in digital imaging compared
to conventional photography, Standard & Poor's Ratings Services and
Moody's Investors Service downgraded Kodak's credit rating last month to
BBB-minus, one notch above "junk" level... more"



http://denverpost.com/Stories/0,1413,36%7E33%7E1714108,00.html?search=fi
lter

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