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Technology Stocks : RGFX Raster Graphics

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To: darren_ who wrote (187)8/14/1997 11:33:00 AM
From: Sam Citron   of 593
 
Darren, RE: Large Format Competitive Landscape

Since you are in the industry, Darren, I wonder if you could help us to get a better understanding of the large format printer competitive landscape. I have an industry watchlist that I have defined in Yahoo currently comprised of RGFX, ENCD, CLCP, and LMTS. What other names might I want to add to the list?

What do you feel are the core competencies of the various companies in the industry? How secure are their niches or do they all step on each others toes? What are the strategies of the gorillas like Olympus, Epson, HWP and Xerox and how safe are the others given the their clout?

I realize these are tough questions to think about. I invite others on the thread to help out. I believe we must get a better grasp of the competitive dynamics within the industry before we can really do a decent job of company analysis.

SC
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