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

To: John F Beule who wrote (622)	12/19/1997 7:41:00 PM
From: mark bailey	Respond to of 1460

John-I've been lurking for some time as well. I am glad to see someone else point out the DRAM issue. I read thru their 10K and annual report some time ago and they point out that they will be impacted by DRAM prices. If I am interpreting your message correctly, the price of DRAM will positively impact their margins (though some of that will pass thru), making them a buy in FEB. I am waiting to see a double bottom myself and make sure there is not another shoe out there yet to drop. Otherwise, with nearly $5/share in cash & liquid assets it looks solid. I have to say to if you look at Investors Business Daily's charts of the DOW,S&P, NASDQ, ect, I don't know if I've seen it look worse since the 97 spring swoon. The one notable exception is the DOW utility index looks solid (a good sign I guess).

To: John F Beule who wrote (622)	12/19/1997 9:48:00 PM
From: earthling	Read Replies (1) \| Respond to of 1460

<<Remember this principle of this stock as I have learned: as dram goes, so goes EFII. The reason for this is that this variable allows competitors to eat into their marketshare.>> Could you explain this? DRAM is surely an important cost factor for EFII, but it's equally a cost factor for EFII's competitors. Why would changes in DRAM have a differential effect on market share? As for the Chatfield analysis, it simply a pretty straightforward value argument stating the obvious. What nobody has advanced on this forum are any fundamental reasons why EFII is losing its lead position. Could someone with strong knowledge of the color business please give us their 2 cents?

To: John F Beule who wrote (622)	12/21/1997 10:54:00 AM
From: ram yariv	Respond to of 1460

I agree with you about Chatfield (chop chop),but IMO these type of brokerage houses need a "legit" story every now and than. Unfortunatley they picked on EFII, in fact they have been following efii for quite a while, and they probably made some money(which they gave back...) As far as DRAM prices go, it always been an advantage for efii the falling dram prices. In fact efii uses less DRAM components because of software improvements in their new products(that has been the trend in the past few years). So that USED to be an advantage, does that still holds?? For their sake i hope it does. So far these yr they have invested close to forty mill in R&D for new introductions nxt yr. Are their other runners in this race? Sure there are,Do they have a better, cheaper, and faster mousetraps? I wish I knew the answer..