Post by Derek GeeI've read that Kodak is going back to their previous way of manfacturing
film stock, which allows more profit on smaller runs. Since Kodak has 80%
of the Hollywood film market, it makes sense for Fuji to exit. Fuji will
probably end up being the primary manufacturer of amateur film worldwide, as
I expect that Kodak will be unable to sell that film business to anyone.
I haven't seen that. All of the short alleys were bulldozed back in 1983 or
so as part of Kodak's big expansion, so in order to go back to a short alley
for small runs, Kodak is going to have to build new facilities and that means
actually spending capital.
Fuji actually has a huge amount of the print stock market, and really all of
the volume is in print stock. Camera stock sells a lot less volume, although
there is probably far more profit in it. Nobody complains if there is a
defect in a thousand feet of print stock but one bubble in a thousand feet of
camera stock and heads roll. So they are really two different products with
different production demands but they are both motion picture products.
The print stock market is in the process of collapsing right now.
--scott
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"C'est un Nagra. C'est suisse, et tres, tres precis."