Ray's Hot Topics
I was excited to see to the latest Cannata 40th Annual Survey! When I dissected the pie charts what I discovered aligns perfectly with all my warnings regarding the industry’s diversification. Especially the industry's dealer's aspirations on the IT services diversification. In this episode I help the Cannata Team finish the survey by highlighting details in the math.
In this recencent 10Q from Ares Capital The fair value is falling off the cliff! The senior preferred stock position has fallen 55% based on what the 10k For FY 2024 showed! I also ask questions regarding the role of the old CEO. The new leadership must clarify what exactly the Old CEO role really is. I am thinking that Visual Edge IT would have been better off not attending Printing United!
I wanted to share some thoughts to inspire our industry's actors especially the media to ask more questions. The absolute miscalculation (FAILURE) In MWA Intelligence FORZA ERP not succeeding in replacing eAutomate the industry’s leading ERP should give grounds to do more research. As we see new excited entrepreneurs who think they can do what MWA Intelligence failed at. I also believe that the industry’s analysts and media should be extremely inquisitive in understanding all the realities regarding any new attempts by these entrepreneurs. I see the industry’s media actors repeating the same approach as they had with MWA Intelligence and that approach did not prepare the dealers for the eventually out come.
It seems as the Lawsuits Involving Dex Imaging VS. Impact Networking and DME vs. Dex Imaging show hypocrisy! I also discuss the new allegations regarding the Ex CEO of Pacific Office Automation! I did find some pictures of the event where the alleged allegations took place!