I RARELY do this. But this video is good.
Nuggets -
- Chips are freeing up (A3 devices only?).
- They've found a West/East passage through the Panama Canal.
- The numbers are Good and the future of Ricoh includes output devices.
Caveat One -
Ricoh is comparing THEIR pre-covid numbers to current...which is like saying, "Last year I had one hit, this year I had 3, so I increased by 300%." Meanwhile, the competition went from 300 hits to 250, showing a decrease and still leagues ahead of you...
Caveat Two-
Listen to the narrative in the attached video(8:46) and tell me it wouldn't fly pre-Covid or even in 1999.
I like Ricoh.
"Number Two always tries harder."