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Strategies & Market Trends : Value Investing
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To: David C. Burns who wrote (7814)7/22/1999 10:41:00 AM
From: jeffbas  Read Replies (1) of 78472
 
Beneficiaries of the greeting card shift are manufacturers of computer equipment (Dell), printers and cartridges (HP), greeting card software (Microsoft) and commodity paper companies (Georgia Pacific, for example).

It is interesting that what this shift boils down to is a shift of printing capability toward the end user, enabled by the extremely high cost of greeting cards. Note that if you want to use paper with a colored design (like pretty clouds) for some purpose, it still does pay to buy it in the store, because the quality is better and the cost is considerably less per sheet than the per sheet cost of using your color cartridge.
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