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Technology Stocks : EFII - Electronics for Imaging -- Ignore unavailable to you. Want to Upgrade?

To: Robert Goosmann who wrote (566)	12/17/1997 12:57:00 PM
From: earthling	Respond to of 1460

I have wanted to buy in on EFII for a long time but I always felt that the price had gotten away from me. It seems like great luck (for a potential buyer) that the company would have a bad quarter right in the middle of an intense tech bear market and a financial crisis in Asia. One can assume that five years from now no one will remember just why EFII was selling at $14. But I am quite disappointed in this forum, with all the discussion of "dead cat bounce" etc. Where is the insightful analysis of the fundamentals of the color printing business? I see EFII as a lead player in ever-spreading graphics sector of the computer business, safely out of the reach of the chip and operating system monopolies. Color has gotten cheaper, but it is not a commodity market. Right now EFII has a book value of $6, which means that differential between the current price is less than 5 times last year's profit. Yet this is a company that has shown the ability to create technology and to scale up its operations while maintaining high profit margins over extended periods. All this makes it look like a great investment. What are the substantive arguments that EFII will/will not get back on track and thrive over the coming years?.