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Technology Stocks : Melita International (MELI)
MELI 2,301-0.3%3:59 PM EST

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To: pezz who wrote (89)7/28/1998 1:14:00 AM
From: Elvis Jones  Read Replies (2) of 203
 
Market Share Analysis (MELI vs. DAVX, MOSX, EISI)

Based on sales from 6/97 qtr., these 4 companies were ranked this way...

1) MOSX - 35.8% share
2) EISI - 26.1%
3) DAVX - 20.6%
4) MELI - 17.5%

Based on sales from 6/98 qtr., these 4 companies were ranked this way...

1) DAVX - 28.6% share
2) MOSX - 28.5%
3) MELI - 26.2%
4) EISI - 16.8%

Based on change in market share between the 4 companies...

1) MELI - 49.7% growth in market share
2) DAVX - 38.9% growth
3) MOSX - 20.6% decline
4) EISI - 35.8% decline

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Add to this MELI is the only one not having earnings trouble or talking slowdown. MELI could take the top spot amongst the group.

We may see some buying resistance in the short term, but MMs may realize that MELI not DAVX is the better play in this arena.

Happily Long MELI,
Duke

ps. If anyone knows another company that belongs in this group (public or private), let me know.
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