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Jim Cramer’s Take on Pitney Bowes - Can the Company Remake Itself by Moving into the Digital Age

Friday, April 8th 2011


Think Pitney Bowes is a stodgy company stuck in the mailstream business? CNBC's Jim Cramer interviews PB's CEO Murray Martin where he questions the ability of the company to "change its stripes." PB has raised its dividend consistently over many years and has $961 Million of free cash flow. PB is now making over 50% of its revenue from its enterprise division which includes its software businesses, such as PBBI. In addition, the company is pushing forward with technology that takes is physical mailstream business and transitions it to a email-delivered service. This technology is called Volly (www.volly.com) and Cramer believes that if the technology was developed by a smaller company, venture capitalists would be throwing money at it.

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