Analogic -- Explosive Detection Systems and More Message Board

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 : Analogic -- Explosive Detection Systems and More

ALOG 83.95

0.0%

Jun 22 4:00 PM EDT

Public Reply Prvt Reply Mark as Last Read File

Previous 10 PreviousNext

To: Mark Fleming who started this subject	4/7/2002 11:26:56 AM
From: Dave	of 4

This appears to be an interesting company to play EDS. ALOG supplies the CT Technology to L-3's EDS machine. Additionally, it appears that ALOG will be supplying the CT Technology to L-3's ARGUS machine and will be supplying ~50% of the cost of the Perkin Elmer ARGUS machine (not sure what they are supplying). Additionally, ALOG supplies the front end data acquisition to INVN. Since July 2001, the company has not sold one CT system, up to January 2002 (if I interpretted from their last CC correctly). However, ALOG had 66M in product revenue ending in Jan 02. It appears that each CT system going into the large EDS machines sells for ~400k with gross margins in excess of 35%. ALOG will also get the business for spare parts, etc. ALOG has a strong balance sheet and pays a div'd to boot. As for the negatives, it appears that the CEO is somewhat of a "codger" and refuses to spoon feed the analysts. While I commend him for that, I believe that someone more "tolerant" should be hosting their conference calls. Operating expenses should be flat for the FY ending in July (as I recall).

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 PreviousNext