Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: SG who wrote (9853)	8/20/1998 11:25:00 AM
From: GVTucker	Respond to of 11098

<<GV, still no response from you regarding the questions I ask about the Scitex royalties, new QM-DI imaging kits that will have to ordered and so on. These are not related to emotion and will have the higher margins that have been had in the past.>> Both you and I have no idea what margin these products will carry. What I do believe is that plate sales will be much larger and thus will be much more important to gross margin in the future. <<Also, I thought that Management said in the conference call that they had some 12-15 million in cash. >> Uh, Scott, minor details like that are contained in the 10-Q. Read it for a change. (BTW, the actual cash position is closer to $24mm. The net cash position around $17mm, or about 50 cents per share.) It doesn't take a 'propensity to crunch numbers,' all it takes is a glance at a balance sheet.

To: SG who wrote (9853)	8/20/1998 12:27:00 PM
From: Brent	Read Replies (2) \| Respond to of 11098

Scott, <I tend to be more of a concept person and would appreciate your response regarding these numbers.> I think that entire post says a great deal (the phrase above in particular). You need to start looking at the numbers in addition to your conceptual evaluation of a company. Neither of which can be ignored. I was going to get on my soapbox. I had a long response written, but I don't want to belittle or offend you or anyone else, so I'll leave it at that. BTW, Mad2 said it perfectly in his post #9850 <I don't think the issue is liking a company or their technology, rather it's a question as to the current and future value of the company in relation to the market price. There are good and bad companies as well as overvalued ones and undervalued ones. Ones objective it seems to me is to utilize available information (perhaps a bit better than the adverage investor) and to profit!> Brent