Splash Technology SPLH up$3 Message Board

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Technology Stocks : Splash Technology SPLH up$3

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To: ram yariv who wrote (243)	2/19/1998 11:31:00 AM
From: christopher d licata	of 267

i had a rather lengthy conversation with splash management yeterday, in which they really have nothing but positives to say. their product line is as strong as ever, except for the uncertatinty of asia which is an unknown but their market is still growing rapidly and they will grow by 20-30% this year. their pe is 15x trailing. that is an out and out joke. i am told robertson stephens issued a report and went to a buy. the q1 comparisons are 16 mil in revs and .26 per share in income. even with oem buying patterns indicating a slowdown in the march quarter, the company is still well positioned. from what i am told, 1999 is the big year when color copies become mainstream and hit the sweet spot in the market. while asp to splash should decline, unit sales thru xerox should explode. i am happy to hold this stock for 2 years. all the fears are overblown, and there has been big buying in the stock recently. good luck in your trading.

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