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Technology Stocks : RGFX Raster Graphics
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To: Sam Citron who wrote (108)7/28/1997 5:48:00 PM
From: darren_   of 593
 
About Encad - They derive most of their revenue from the CAD markets and not from LFDP. RGFX and ENCD are hardly comparable.

The actual worldwide sales of LFDP printers were only approx 5,200 in 1996 and projeted to be only 8,900 by 1998 (again, IT Strategies). Encad sells thousands more printers than the entire market of LFDP every year.

The P1000 does compete with the high end of Encad's and HP's graphic arts offerings. HP recently introduced a new printer, touting its 600 dpi capabilities as the standard for the proofing markets. If 600 is good, then the 720 dpi P1000 must be better.

Here's how I see it. RGFX will remain overlooked until one of two things happen.

1) HP or Encad scoops them up. Probably HP because Encad doesn't have any cash and the stock has been recently beat up (after a good earnings announcement, Deja-vu?)

2)RGFX begins to steal a huge portion of the market, which they are currently in line to do. They offer price/performance ratios that are unmatched and will be for some time.

I do not want this one to be bought out. I intend to hold this one well through 2000. I feel that the market for the P5000 is 3x the size of the market for the DCS 5442 and once sales catch on and RGFX's name gets out there, then sales of the P1000 will catch on as well as any new products that they come up with (don't look for any soon - R&D was at an all time low last quarter). I'd like to see the company move their consumables business in-house instead of developing them with a 3rd party, buying them from the 3rd party, and then competing directly with the 3rd party for this market. RGFX currently gets their media and inks from third parties who they directly compete with.
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