EFII - Electronics for Imaging Message Board

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Technology Stocks : EFII - Electronics for Imaging

EFII 36.97

0.0%

Jul 23 5:00 PM EST

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To: John F Beule who wrote (622)	12/19/1997 9:48:00 PM
From: earthling	Read Replies (1) of 1460

<<Remember this principle of this stock as I have learned: as dram goes, so goes EFII. The reason for this is that this variable allows competitors to eat into their marketshare.>> Could you explain this? DRAM is surely an important cost factor for EFII, but it's equally a cost factor for EFII's competitors. Why would changes in DRAM have a differential effect on market share? As for the Chatfield analysis, it simply a pretty straightforward value argument stating the obvious. What nobody has advanced on this forum are any fundamental reasons why EFII is losing its lead position. Could someone with strong knowledge of the color business please give us their 2 cents?

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