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Technology Stocks : Viisage Technology (VISG)

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To: StockDung who wrote (522)12/30/2004 2:50:13 PM
From: Bob Trocchi   of 536
 
Truth...

Nice to hear from you on this board again. The Yahoo VISG board is really a joke for the most part. For an "old goat" like myself, it does provide some entertainment!

Regarding VISG, there are several reasons why I am long and for the long term.

1. Strong Backlog Well over $100M
2. Good products. (I cannot prove this it is just my opinion)
3. Annuity business with the Driver Licences.
4. Lots of cash and a good ling of credit if needed.
5. The huge potential for FR over the next several years.
6. Growth rate is excellent over the past few years.
7. Good management. Again I cannot prove this just my opinion.

My concern is around the rate of acquisitions. Can management continue to provide the needed focus in building the business and still handle the challenge of integrating acquired companies into VISG?

I would appreciate your thoughts on this.

Cheers
Bob T.
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