Shannon Cross Quotations

Whether or not they do it is still in question.

Kodak remains a very complex restructuring story and it is difficult for investors to track the operational performance of the company.

I think profitability remains an extreme challenge for them. They are getting a lot of the profitability from things like royalties ? one-timers that will be hard to replicate. We could be having some lumpy quarters.

We believe digital health imaging margins will remain under pressure as doctors shift from printing X-rays to viewing on screen.

While we cannot be certain, we continue to believe it is highly unlikely that HP would acquire Kodak, especially given HP's current focus on fixing its own business. The areas that Kodak gains profits from -- film, X-ray film, entertainment film, laser imagers -- are in secular decline.

There's not a heck of a lot out there in tech that is working. From that standpoint, the question that fund managers have is, 'Where do I put my money if it's not Apple?

There's more interest around Apple with the Vista delay.

These relatively small acquisitions are in line with (HP's) recent printer-oriented purchase of Scitex Vision, which expanded (HP's) technology and product set but did not change the company's focus.

Apple's software side is underreported on Wall Street, but it's a big positive in terms of margin contribution,

Apple is one of those stocks where people are definitely polarized. But at this point, it's a good time to own Apple. Revenues are more diverse now,

They exceeded what they guided to pretty significantly.

They are positioning themselves as the company that will connect video content to the end users and control your living room,

They're benefiting from the installed base (of printer owners). If they want to grow , they're going to have to expand that installed base.

It was a very weak quarter driven by gross margin and lower than expected revenue.

It was a solid quarter where the growth in color was very strong,

For Kodak, 2006 remains challenging, with apparently higher-than-expected (film sales) declines, which will pressure margins and earnings.

For all of us, it's been 10 or 15 years since we haven't had soccer every day, ... So we run into each other on campus, and we're like, 'what are we doing right now?'

It sounds like they are positioning it more and more to be split up at some point in time. Whether or not they do it is still in question.

They will be facing head winds of (component) pricing going up, but they've done a good job of managing margins last several quarters.

I really wanted to finish the season and finish it well to cap off my career here.

I don't see a strategic buyer. It doesn't make sense for HP to buy Kodak.

This is a good move for the company. I would say there will be a boost to employee morale, because internally people had become frustrated, certainly within the printing division.