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Lenovo Group Ltd. (HKSE: 0992) (LNVGY)

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Last Post: 7/17/2020 3:05:10 PM - Followers: 6 - Board type: Free - Posts Today: 0

http://seekingalpha.com/article/1581222-forget-the-temporary-worries-lenovo-built-to-continue-winning?source=email_wsb&ifp=0 Forget The Temporary Worries, Lenovo Built To Continue Winning Jul 29 2013, 14:30 Every time a new consumer tech gadget comes out, it seems like investors forget a simple a rule - sooner or later, everything becomes a commodity and success comes down to who can design, build, and ship at the most appealing cost structures. That's something that Lenovo (LNVGY.PK) has quite a bit of experience with, as it has used internal execution and significant acquisitions to become the world's #1 PC vendor and the #3 handset company. I don't see any reason to believe that Lenovo is done. The company has started to build its server business, and may ultimately strike a deal with IBM (IBM) that would vault it into the #3 slot almost overnight. Likewise, the company is looking to take its growing mobile device business into the U.S. in 2014, and Lenovo's past success in the PC business suggests that investors shouldn't ignore the potential there. There are risks that the Chinese PC market leads to some noise in the shares over the next quarter or two, but waiting for that to settle down could mean missing a few points in the stock. With long-term appreciation potential of more than 30% to 60%, Lenovo looks like a good play on emerging markets consumer and business spending. PCs - Drive Profits In The U.S. And Europe, Growth In The Emerging Markets This isn't the time or place to debate the long-term future of the PC market in great detail, but I'm of the opinion that the PC market is not going to vanish anywhere near as quickly as the gadget hounds believe. Smartphones and tablets may be fine for social media, games, and music/movies, but they're pretty lousy for work and I don't see that changing any time soon. To that end, I don't view Lenovo taking the #1 market position in the global PC market in the second quarter of 2013 as the company getting a really nice seat on the deck of the Titanic. Strong positions in markets like the U.S. and Japan generate good cash flow for the company, and Lenovo still has the opportunity to not only improve its margins in Europe, but take further share from Hewlett-Packard (HPQ) and Acer. Likewise, I think the company has room to prosper from good decision-making - Lenovo has been slow to make a big commitment to touch-based notebooks, and that spared the company the problems that rising inventories of unsold touch products have caused rivals like ASUS.
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#249   Amazing that no one is on this board... fl_exec 07/17/20 03:05:10 PM
#248   Anyone out there to answer a few questions fl_exec 11/14/19 08:39:37 PM
#247   Lenovo Announces Next-Generation ThinkServer Systems for Small Business revlis 12/02/14 02:13:22 PM
#246   Lenovo Takes Mobile Workstation Performance and Versatility to revlis 12/02/14 02:12:35 PM
#245   Lenovo announced today the Next Generation ThinkServer Systems. techie86 12/02/14 09:32:46 AM
#244   Lenovo’s $100 Billion Gambit revlis 11/30/14 07:38:12 PM
#243   Lenovo Wearable Devices Reportedly Enter Production Soon revlis 11/28/14 01:08:51 PM
#242   Lenovo Simplifies Storage Management with New Premium App revlis 11/21/14 12:42:31 PM
#241   Lenovo launches REACHit app for storage management revlis 11/20/14 02:03:53 PM
#240   Lenovo Showcases High-Performance Computing Innovations at Supercomputing 2014 revlis 11/18/14 10:04:14 AM
#239   OT revlis 11/13/14 12:34:14 PM
#238   Fixnetix Selects Lenovo Servers for Global Bank Customer revlis 11/13/14 12:33:17 PM
#237   New Moto G Leak: Motorola Adding Speed And revlis 11/11/14 09:32:28 AM
#236   Lenovo Completes Acquisition of Motorola Mobility from Google revlis 10/30/14 01:13:09 PM
#235   Lenovo Adds New 13-inch Windows Tablet to YOGA revlis 10/30/14 01:12:19 PM
#234   Lenovo Advances ThinkPad Mobile Workstation Software Solution revlis 10/29/14 10:45:38 AM
#233   SUSE Linux Enterprise 12 Now Available revlis 10/27/14 01:26:54 PM
#232   Dialog Semiconductor's Advanced Power Management Chosen for Lenovo revlis 10/27/14 01:13:47 PM
#231   Lenovo Offers Users a World of Music at revlis 10/22/14 10:56:14 AM
#230   Lenovo adds ThinkCentre M83 Tiny to business desktop lineup revlis 10/20/14 07:36:34 PM
#229   Lenovo to Establish New Mobile Phone Company in China revlis 10/20/14 07:34:28 PM
#228   Lenovo to Establish Internet-Focused Smart Device Company in revlis 10/15/14 12:26:07 PM
#227   New Lenovo Desktop PCs Power Up for Business revlis 10/15/14 12:25:16 PM
#226   Lenovo Announces a New Alliance with VMware to revlis 10/15/14 12:24:33 PM
#225   Lenovo Announces All-In-One Modular Thin Clients to Expand revlis 10/13/14 08:30:17 PM
#224   Lenovo Brings First Fanless 2 in 1 on revlis 10/13/14 08:12:12 PM
#223   Lenovo Extends Term of Joint Venture Agreement with revlis 10/08/14 01:22:43 PM
#222   IBM Acquisition Press Conference Remarks from Yang Yuanqing revlis 09/29/14 08:21:51 PM
#221   Lenovo Set to Close Acquisition of IBM’s x86 revlis 09/29/14 08:21:17 PM
#220   great performance since I got long into this :) goforthebet 09/23/14 09:24:43 AM
#219   Lenovo, Xiaomi, Foxconn may get MVNO permits - report revlis 09/16/14 05:44:51 PM
#218   Less Waiting, More Learning With the Lenovo ThinkPad revlis 09/11/14 10:57:40 AM
#217   Vuzix Begins Shipments of its Lenovo Co-Branded M100 revlis 09/10/14 10:11:00 AM
#216   Emulex Ethernet and Gen 5 Fibre Channel Connectivity revlis 09/09/14 10:34:29 AM
#215   Lenovo solves the partner network equation with hybrid cloud revlis 09/09/14 10:28:37 AM
#214   Dell, Lenovo Among OEMs Launching Intel 'Grantley'-Based Servers revlis 09/08/14 08:48:18 PM
#213   Lenovo updates three ThinkServer systems, aims for smaller footprint revlis 09/08/14 08:43:54 PM
#212   Lenovo presents Flex 2 Pro at IFA trade fair revlis 09/08/14 08:42:37 PM
#211   Lenovo Serves Up Fresh Thinking with Next Generation revlis 09/08/14 06:18:06 PM
#210   New Lenovo Devices Transform to Fit the Board revlis 09/04/14 10:21:24 AM
#209   What’s Your Vibe? Lenovo Reveals Two New Premium revlis 09/04/14 10:20:41 AM
#208   Lenovo Announces Expanded Portfolio Of Tablets And PCs revlis 09/03/14 04:57:51 PM
#207   Digitimes Research: Samsung, Lenovo cutting tablet prices in revlis 09/03/14 10:40:27 AM
#206   New Lenovo Tablet and Gaming PC Innovations Satisfy revlis 09/03/14 10:25:49 AM
#205   Lenovo smartphones launch in 10 EU countries: Here's revlis 08/29/14 08:35:33 AM
#204   Lenovo ThinkPad Helix 2, IdeaTab S8 leaked ahead revlis 08/29/14 08:34:07 AM
#203   GT Nexus and Lenovo to Discuss Supply Chain revlis 08/27/14 08:02:33 PM
#202   Lenovo steps up its European smartphone ambitions with revlis 08/27/14 04:41:06 PM
#201   Lenovo Delivers New Lenovo/EMC VNX5150 Storage Array for SMBs revlis 08/27/14 09:22:32 AM
#200   Lenovo Could Deliver New ThinkPad Yoga Systems revlis 08/26/14 03:27:40 PM
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