I think it is tough to put much value behind the words of financial writers. Obviously, for someone to sell shares in EK, there has to be buyers for those shares. It should not be surprising that analysts don't make it to CEO positions at major corporations.
Kodak was one of the major sponsors of the Print Week trade show I attended this week. This is were the current emphasis and in-depth analysis are currently focuing, Kodak's Graphic Communications Group. This division is also resposible for a great deals of charges and expenses, since Kodak purchased many smaller companies to now become the giant in this industry. This is also the division primarily responsible for the digital company comments, though this division also sells film:
Consumer products, especially a new inkjet business idea based upon price, are unproven. It would be rare for any financial analyst nor reporters to consider this a good idea. Maybe it will work out for Kodak, but it could be the failure that kills profits. Risk taking is something more common to NASDAQ listed technology stocks, not NYSE listed companies.
Overall revenues are important, profits are important, and earnings per share are important. Investors pay more attention to companies that show growth potential, than those that show stability, which affects share prices. However, this still goes back to perception, something that Kodak is working hard to change.
A G Studio