Tuesday, October 11, 2005

Kodak Digital Assets

This is an interesting story on the state of things at Eastman Kodak. It discussed the struggles the company has had in making its transition to digital. Of course, the document imaging part of the business, which we cover, was years ahead of the rest of the company in going digital with its scanners, but still has struggled to wean itself of microfilm revenue. And there has been some disastrous software activity as well.

Anyhow, the most intersting part of this story appears at the end when they discuss the four distinct reporting units for Kodak starting next year. That will give us a clear picture of who is making money and who is not at Kodak - setting the table for potential spin-offs and acquistions. Kodak has assembled quite an interesting portfolio of printing businesses to surround its document scanning technology. It will be great to see how the business model pans out. It's my guess that it will be the most successful of Kodak's four business units. Then, what do you do with it?

Stay tuned.

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