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Author: lrn2invest Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 127  
Subject: Re: Zebra competitors? Date: 7/12/2001 8:03 PM
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If you or your investment club are considering an investment in ZBRA, take a look at the company's SEC filings. The 10-K for FY 2000 has lots of valuable information...including a partial list of competitors...

COMPETITION PER ZEBRA'S 10-K FILED IN MARCH 2001
"Many companies are engaged in the design, manufacture and marketing of automatic identification data collection equipment and plastic card printers. The Company considers its direct competition to be producers of on-demand thermal transfer and direct thermal label printing systems and supplies. To a lesser extent, the Company also competes with companies engaged in the design, manufacture and marketing of standard computer and label printers which use alternative printing technologies, particularly for low-cost label printers. For card printers, the Company considers its direct competition to be the producers of thermal plastic card printing systems and supplies designed for on-demand printing."

"No single competitor competes across the entire breadth of the Company's product line. The Company, however, faces, significant competition in each of its product segments."

"For low-cost desktop label printer products, the Company's principal competitors are Cognitive Solutions, a subsidiary of Axiohm Transaction Solutions, Inc.; Tokyo Electric Company (TEC); Taiwan Semiconductor; Microcom; and Datamax Corporation."

"In the mid-range printer market, the Company's principal competitors are Datamax; UBI and Intermec Corporations, subsidiaries of Unova, Inc.; Monarch Marking Systems, a subsidiary of Paxar, Inc.; Sato; and TEC. Principal competition in the high end of the market derives from Sato, TEC, Printronix, Inc., and Intermec."

"For print engines, the Company's principal competitor is Sato. For portable printers, the Company's principal competitors are Monarch Marking Systems and O'Neil Product Development, Inc."

"The Company's principal competitors in the plastic card market include Datacard, Inc., and Fargo Electronics, Inc."
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