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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Volsi Mimir who wrote (17765)	9/26/2003 12:14:25 PM
From: Dave	Read Replies (2) \| Respond to of 78821

Crow, Industry dynamics are changing very rapidly and, unfortunately, these dynamics left EK in the dust. One of EK's strategies to sell printers is a poor choice, in my opinion. Right now, you have several printer manufacturers including Canon, HP, Dell (future) and Lexmark to name a few. Additionally, I would say that the printer industy closely tracks the PC industry and, in the PC industry, growth is slowing. So, EK is going to enter an industry with slow growth and what appears to be fierce price competition? Good luck. As a turnaround, you are better off buying Apple, but Apple also has its own set of problems. However, Apple has a clean balance sheet with a couple billion in cash.