… to report first quarter results, and it’s fascinating to see how the publicly-quoted players are faring. Hot on the heels of Cognex come Dalsa with their Q1 ’08 results. And like Cognex, the numbers are impressive. (Of course, they needed to be after 2007’s less than stellar performance.)
Revenues are up 20% on the same period for ’07, and – get this – net income is up almost 1500%! But on the other hand, income was barely 7% of sales, so perhaps there’s room for further improvement in the second quarter.
One interesting item: Dalsa seem to be trying to figure out what to do with their fledgling movie camera business. Making movies may be sexy but I for one was never convinced of the logic for Dalsa. Sometimes it makes sense to stick to what you know.
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It's well known that the Dalsa digital cinema camera systems out perform legacy cinema cameras. The motion picture industry is slow to change, but when it does it will be to Dalsa cameras.
This is not a short term investment. The new leadership of digital cinema has already made progress. When the switch happens to Dalsa the stock will climb very fast.
Nat
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