Thursday, September 07, 2006

SPECULATION://Wolters Kluwer Analyst Day

Wolters Kluwer quietly changed the agenda for the September 27 analyst day, devoted to the troubled LTRE division.

Originally it was intended to include (as it still reads on the IR site):
  • 8:30 am - 2:30 pm: General overview and strategy
  • 2:30 pm - 4:00 pm: Break-out product sessions

But now it reads in a new email:

  • 8:30 am - 10:00 am: Strategy Update
  • 10:00 am - 4:30 pm: LTRE divisional day (including product demos)

To me, that reads like instead of being focused exclusively on LTRE, an update on the group as a whole is included. What could that mean?!

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