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Technology Stocks : EASYPHOTO. Storm Tech INC. Signed OEM deal with HP

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To: Valery Portnov who wrote (24)4/1/1998 9:20:00 PM
From: Benjamin Ostrom  Read Replies (1) of 44
 
Checked the website. The co. seems to be building good marketing channels. I'm happy they posted the conference call comments. Interesting comment about potential targeted takeovers in it:

stormtech.com

From this we should see the effects of the Logitech inventory blowout in their 1q numbers. They expect margins to grow rapidly, although they are cautious on 1q.

I like the photo niche approach. I still think Visioneer has a far better filing system. If only these two co's could get together to build mass. Also interesting from the conference call that HP's share has dropped so much.

They mention production in Mexico, but don't they get supply from Taiwan (Primark), or am I thinking of another co?

Sincerely,
Ben
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