Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of printer maker Lexmark International
So what: Lexmark's first-quarter results didn't measure up to Wall Street expectations, and neither did the outlook for the coming quarter. Management pointed to competitive pressures and the challenges of refocusing its business on the higher-margin enterprise segment.
Now what: If Lexmark is suffering under competitive pressures, I think it's because the company doesn't execute as crisply as Canon
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