Current Forbes (8/17/97) p. 120 has bullish article on Encad. Says ENCD has 50% share, HP 20%, and the balance of the field, including RGFX and CalComp, sharing the remaining 30%.
My take (not mentioned in article): This stock market likes market leaders. It fits in with megatrend in corporate America toward reducing the number of suppliers, one-stop shopping, etc. Life is too complex, there's less time, therefore standardize and simplify. Resonates with McKinsey mantra suggesting companies exit markets they cannot dominate and Morgan Stanley's recent seal of approval on Michael Porter's decades old emphasis on sustainable competitive advantage.
I guess the author of the Forbes article, Ann Marsh, does not realize that RGFX does not compete with ENCD and HWP for the low throughput end user market. [To be fair to the author, she is actually looking at the "graphics market", an ill-defined beast].
I'll call Jan or Rak and ask if they intend to set Forbes straight on this. The publicity can't hurt. I think there is a perception out there that ENCD or HWP could eat RGFX for lunch.
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