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To: AK2004 who wrote (178464)6/30/2004 11:24:12 AM
From: puborectalis  Read Replies (1) | Respond to of 186894
 
ThinkEquity:CGNX: Reit Overweight - At 70% gross margins and 21% net margins in CQ2, Cognex
ranks among the most profitable under our coverage. In the near term, we expect
the cyclical semiconductor and electronics segment to be the main driver of
orders. We expect the recently introduced sensor products (such as Checker and
CPS) to continue their upward trajectory to become the fastest growing in the
company's history, outpacing even the bestselling InSight.