This is somewhat off-topic, but it sorts of strikes me that Perez has an axe to grind:
Originally Posted by jd callow
a) He's a former HP exec who...
b) Is about to enter the inkject market where HP is a major player
c) And is expected to announce a deal to market said printers with Dell (which just happens to be HP-Compaq's largest competitor in PC's)
See a pattern there?
I'm not a Perez fan (I don't really understand the drive forEK to enter the home inkjet market - because that's slowing in sales and "generic inks" are really curtailing the available profits). Ultimately, Kodak might be jumping out of one declining market - only to enter another.
That said, I don't think any comments of his (which are often out of context) will affect the value of the film unit.
Ultimately, the financial statements and forecasts for the film/paper market will determine what it's worth to a perspective buyer.