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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: John Stichnoth who wrote (21826)	3/30/2000 10:56:00 PM
From: lurqer	Read Replies (2) \| Respond to of 54805

re. GG concepts applicability I think the idea of a mass market tornado and a "lock" that hampers competition have wider applicability than is exercized on this thread. However the further "a field" we go from the origins of the GG, the more danger is incurred that its principles are invalid. lurking... lurqer

To: John Stichnoth who wrote (21826)	4/16/2000 9:00:00 PM
From: bythepark	Respond to of 54805

John: Buried within the INFS/PRXM prospectus I found a table that references the closing price of INFS on 02.29.00 to INFS/PRXM's pro forma earnings/share for 1999, and estimated combined earnings/share for 2000, and 2001. The ratios shown are: 29.6 for 1999, 20.3 for 2000, and 15.5 for 2001. INFS' closing price on February 29th was $33.50. I believe that calculates out to $1.13/sh for 1999, $1.65/sh for 2000, and $2.16/sh for 2001. I think that works out to about a projected 31% earning growth from this year to next. (check my math) In my many years as a shareholder, this is the first time I have seen INFS publish such excellent forward looking numbers. Can we hope they are being reasonably conservative :) Proxima's Q1 quarter certainly appears to have been an excellent one! > Proxima 1st-Qtr Net Income Jumps 89% as Demand Climbs in U.S. > By Beate Schjolberg > > Fredrikstad, Norway, April 13 (Bloomberg) -- Proxima ASA, the > Norwegian maker of multimedia projectors that is being bought by > InFocus Systems Inc., said first-quarter profit increased 89 > percent as demand climbed in the U.S., its biggest market. > > Net income climbed to 51.1 million kroner ($6 million), or > 1.18 kroner per fully diluted share, from 27.1 million kroner, or > 0.64 krone, in the year-earlier period. Pretax profit also rose 89 > percent, climbing to 78.9 million, beating analysts' average > estimate of 58 million, according to a survey by Norwegian news > service TDN Finans. > > Wilsonville, Oregon-based InFocus last month agreed to buy > Proxima in a stock swap now worth $435 million, creating the > world's largest maker of projectors. The combined company would > have a global market share of 23 percent. The market for > multimedia projectors, used to display computer images on large > screens, is expected to grow 40 percent a year, according to > research company Pacific Media Associates. > ``Strong sales in the Americas in the first quarter helped us > maintain our strong number two position' after InFocus, Proxima > said. In Europe, ``the increase in revenue is a result of a strong > market, as well as improved production capacity.' > > Sales rose to 734 million kroner from 524 million, while > operating profit climbed to 71.4 million from 41 million. > > Sales in the Americas increased 44 percent to 448 million > kroner in the quarter, accounting for 61 percent of total sales. > In Europe, sales increased 29 percent to 215 million. --alan Will you be able to make next week's annual meeting?

To: John Stichnoth who wrote (21826)	4/23/2000 12:13:00 AM
From: bythepark	Respond to of 54805

John, TXN's recent press release depicts how far Proxima & INFS' DLP technology-based ultraportable and microportable projectors have come from and where TXN predicts the projection market is headed. When I get a chance to review my notes, I will be posting my sense of this year's Annual meeting held in Portland this past week... --alan ti.com > Dallas, Texas ? 20th April 2000: In a series of announcements today, Texas > Instruments (TI) said that shipments of Digital Light Processing? subsystems > in the first quarter were up over 250% on year-ago levels. The company also > said that, in 1999, it shipped 150,000 DLP? subsystems and that it expects to > more than double that number in the coming year. TI also announced that, > towards the end of the first quarter, it shipped its 350,000th DLP? subsystem. > > "The demand we are seeing for DLP technology-based projectors ? especially in > the market for highly portable projectors ? is enormous," said Sherel Horsley, > Senior Vice President and Product Manager for TI's Digital Imaging division. > "DLP technology has led ? and continues to lead ? the industry in reaching new > levels of portability, brightness, and image quality for mobile and personal > projectors. In fact, since the introduction of the ground-breaking InFocus > LP420 in the fall of 1997 ? since which time InFocus has shipped more than > 100,000 DLP technology-based ultraportable and microportable projectors ? the > industry continues to have to invent new names to describe the categories > enabled by DLP solutions. First came ultraportable, defined as meaning a > weight of less than 10 pounds ? but now, we're seeing terms such as > 'microportable, 'personal' and 'ultra-ultraportable' to define projectors > weighing less than around 6 pounds." <snip> > Evidence that DLP? technology has achieved pre-eminence in this fastest-moving > segment of the projector marketplace can be found in the fact that virtually > every major projector manufacturer has now selected it as the technology of > choice for their new generation of lightweight, small-sized projectors. The > most recent company to throw its weight behind DLP? technology was Proxima > who, in February, announced a range of three DLP? technology-enabled > projectors, all weighing in at 5 pounds, with one featuring an astonishing > 1,200 lumens of brightness ? brighter than many projectors weighing much more. <snip> > Last year, DLP technology enabled Compaq, InFocus and Plus to announce > sub-6lb products: in fact, the Compaq MP1600 is the world's lightest data > projector. We expect to establish our next beach-head at the 3lb mark in > the very near future." > > Of particular significance is data reported by TFC.NET Corporation (Austin, TX > - austin.tfc.net) - the market research company specializing in the > projector marketplace. TFC reports that in February DLP? technology-based > ultraportable and microportable projectors from companies such as InFocus, > Compaq, NEC, CTX and IBM captured more than 50% market share in the > fastest-growing channel to market ? the PC distributor/dealer channel. <snip> > TFC's forecast data indicates that worldwide revenues from microportables > will more than double this year, and that currently DLP has nearly 100% market > share in this sought-after segment. <snip> > "Today's microportable projectors are around 20% of the weight of the first > DLP-based projectors yet deliver three times the resolution and up to four > times the brightness of their predecessors," he continued, "and we're on the > verge of raising the bar again. Projectors are becoming more pervasive - in > both business and home environments ? and DLP technology is uniquely well > positioned to respond to customers' needs for even lighter, even brighter > solutions."