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Technology Stocks : Presstek -- Stock of the Decade?? -- Ignore unavailable to you. Want to Upgrade?

To: Pierre Panet-Raymond who wrote (7129)	11/27/1997 6:31:00 PM
From: paul abramowitz	Respond to of 11098

For those who wish to see why the Nilpeter sales to date for PRST have been less than impressive, it appears the DI3300 is only one version the Nilpeter 3300 line. And a new concept: Plateless printing! See: napco.com Headline: "Plateless 'Stock'-piles Plateless printing systems are opening up a facestock spectrum that is beginning to snowball--but will more four-color process applications join the flurry of activity? By Susan Friedman, Associate Editor" Digital offset: photo finish Digital offset presses, which employ an electrophotography process and operate in the same toner-based vein as office copiers and printers, offer a wide substrate range complemented by close comparisons to traditional four-color process quality. Nilpeter's DL3300 press, driven by a Xeikon engine, uses a dry toner system with an electronically charged OPC drum to run coated and uncoated papers as well as lightweight, unsupported film. Running a new substrate is merely a matter of setting up a product code that activates suitable temperature and humidity settings, asserts Product Manager Mike Hite. Metallic foils, he concedes, "don't fare too well."

To: Pierre Panet-Raymond who wrote (7129)	11/27/1997 6:41:00 PM
From: paul abramowitz	Respond to of 11098

Neil: You keep talking about the bulk of the CTP Plate market being short run, and thus Presstek. (est. 40 plates a day etc. The following article refers to a printer that uses 3000 CTP - NON PRST plates per month. As I have stated before PRst is fighting to be a big fish in a SMALL NICHE MARKET. SEE: napco.com Title: Computer-to-Plate Part I: Overview of Direct-to-Plate Technology for Books" See the article, but the following summarizes CTP Plate technology: Note the reference to ALL plate manufacturers developing thermal technology, and the DIFFERENT MARKETS, FOR DIFFERENT PLATES. Greer explained that CTP systems can image on a variety of plate materials: silver diffusion, photopolymer and a hybrid photopolymer with silver halide on top and thermal. Thermal plates and platesetters have been available for about the last year and a half. Silver plates are long lasting. You can get between a half million to a million impressions from a single plate. With photopolymer plates there is no silver to discard. If the plates are baked after developing, you can use them for a million or more impressions. With hybrid plates, the top layer is silver halide; the bottom layer is a conventional emulsion layer. You can get up to a million impressions from a hybrid plate. He is aware of only one company (Polychrome) making hybrid plates. Thermal CTP is a new technology and Gerber has just released a thermal platesetter. Greer said his company and other CTP manufacturers are big believers in thermal CTP. "We believe thermal is an emerging technology and one we'll all be using the next few years. All plate manufacturers are developing thermal technology because of the potential benefits." The thermal CTP plate is sensitive to heat, not light, so it's daylight-safe and gives very long run lengths (millions). It offers the sharpest dot of any plate type and it offers the potential of a dry processing procedure. For example, after exposing, all the operator would need to do is wipe the plate with wet rag to develop it, then put it on press. Search said CTP has already paid off for Berryville Graphics, a $7 million book printer in the Shenandoah Valley of Virginia. The company has used CTP since April 1995. Within six weeks of installing the system they were producing up to 3,000 CTP plates per month.

To: Pierre Panet-Raymond who wrote (7129)	11/27/1997 7:17:00 PM
From: count gold	Read Replies (1) \| Respond to of 11098

PP-R.....you absolutely crack me up...i had all my guests in here laffing at this last one...you are a trip!! Pierre says "Neil, the following is nothing more than a guess on your part." THEN he proceeds to write a paragraph containing the following phrases......."I still dont BELIEVE"...."This sources GUESS"...."is APPARENTLY corroborated"....."IF this in fact"...."Heidelberg MAY in fact"......... Very IMPRESSIVE Pierre....you blew Neil right out of the water with that honeywagon load of apparent ifs and definite maybes. Im about convinced to short this baby now; IF the market opens late on Monday MAYBE i will. Thanks for the laffs Pierrre. Count G

To: Pierre Panet-Raymond who wrote (7129)	12/2/1997 2:53:00 PM
From: dkmax	Read Replies (1) \| Respond to of 11098

As I understand it, Heidelberg asked PRST to increase production to 80 kits/month because they were trying to catch up on a backlog of orders. Now you want us to believe that Heidelberg management has suddenly noticed that they have over 500 kits stacked up in their warehouse and have told PRST to step on the brakes. I don't believe their management is that dumb. Speaking of dumb management, Paul tells us of a printer who has such a good grasp of his own market demand that he ordered TWO QMDIs. Now that his marketing staff can't keep both of them busy, the blame is going to PRST, of course. To GV Tucker: the sales of PRST by Cabot Mgmt most likely represent redemptions by clients who either need the cash or are unhappy with the way their money has been shrinking, rather than a stealthy retreat by Lutts. Sorry to pick on just the bears today. There is a lot of bull coming from the bull side, too.