Quote Originally Posted by Jeff Searust View Post
Kodak has some issues with the direction they have chosen--- from a film/camera company to a printer company. There are many divisions within Kodak that are still profitable, among them is the film and chemical groups. A restructuring of Kodak that may spin off these parts for us, users of the film and chemistry from Kodak would be the best thing. Kodak also possesses a patent portfolio worth an estimated 3 billion dollars. Spinning this off and selling it is going to produce a one time cash infusion that can keep the rest of the company going through any restructuring--- Just because a company goes through bankruptcy does not mean the products it sells are not going to be available.

Remember For Kodak, the film is the part that WON'T be going away...
Actually, film *is* the segment that may go away. The scale of industrial production may not meet the hobbyist, niche market demand, especially if almost no new film cameras are being manufactured. Over-priced Lomo stuff is predicated on cheap film and processing.

The real salvation for Kodak film will be Hollywood. We get the cutting room floor bits. As much as we express concern, a vast number of directors, producers, and cinematographers are probably Reilly concerned. No one knows where the bottom of the film market is making even bankruptcy a problem. That's why the Board emphasizes digital; it has to. But home-based printing has been obviates by Flickr/Facebook. Selling patents to substitute for revenues from that declining market is not prudent. No wonder the stock is tanking.

I'm not even sure B&W can survive. The whole system of manufacture relies on economies of scale industry-wide. It could reach a point where there is such reduced demand that key inputs rise on price leading to a vicious circle of further decline. $25/roll of 135 HP5 could be the result. RC and SG paper 4x today's prices? No parts for any enlargers? That's a very real outcome.

As with the worldwide economy, the issue is one of demand. There are ways of solidifying demand, but not from Kodak looking backwards while stumbling forward.