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Strategies & Market Trends : Value Investing

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To: debrahaugen who wrote (9672)1/17/2000 11:44:00 PM
From: jeffbas  Read Replies (2) of 78732
 
Debra, a great presentation. I have three questions for you.

What would you estimate is the size of the overall market served by their products and at what rate is it growing? The reason I ask is to have some idea as to whether they may or may not be approaching a peak in market penetration. Their larger US competitors may have a lock on most of their customer base and unless their industry is growing at a healthy rate they might be approaching some limit to their penetration.

Lastly, when reading your piece my first reaction was why hasn't this company been bought by a larger competitor?
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