Vader was purchased, then castrated, with no investment since acquisition. If HPQ is thinking that would be a benefit of purchasing XRX, they will be ahem surprised.
Thoughts?
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Serious people? They paid a dad and his son a few $M as fake showpiece. Y’all know the “Tech Powerhouse”? It was really “flip-my-firm” 101. Paint the house, but don’t repair the roof, don’t even think about fixing plumbing! ....Stop RDE. Fake Vadar 3D boy toy. Show better margins. flip it.
Problem now ? They’ve gone too long and risk exposed without supply, They stopped RDE then told Fuji and hp to essentially drop dead.
Ace card left is Carlos can force unnatural M&A. But if he dumps the stock at $39....Xerox is left completely exposed with massive gaps in RDE/product.
It’s blatantly obviously that those involved with the decision to acquire Vader were absolutely clueless as to what they were doing. It seems as though they had a very limited comprehension of the 3D market and technology. Any costs for this blunder should be deducted from John V 2019 & 2020 salary and/or bonuses.
Zero viable, sellable products coming from the Vader window dressing purchase. Where can we find the product in the Xerox catalog? Can’t.
Hey mgmt (-mwu) : care to provide insight?
Keeping the Vader family on the payroll is not counted as investment in my eyes.
"with no investment since acquisition"
That's simply not true.
- qxr: agree on all points. Seems an acquisition would have made a lot more sense than going into debt to buy a company facing similar issues at XRX. Whether that acquisition would be metal a.m. or something else remains a good question.
The output resolution seems poor. Lots of splatter that requires post processing. Perhaps if they printed into a dense substrate they could dampen that affect.
There is some serious competition in metal am. Stuff with micron precision that seems more functional. Who knows, maybe they will buy a company with more mature technology at nextform