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Author: ed697 Two stars, 250 posts Old School Fool SC1 Red Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 1161  
Subject: Conf Call comments Date: 2/29/2012 3:29 PM
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Seems we will be down today despite a very nice quarterly report. That's why I'll never become a day trader.

http://edge.media-server.com/m/p/pjxu243j/lan/en

The situation is basically the same as it was as of the investor conference that was posted about a few posts up.

35% increase in sales y/y. Good diversification in sales base across customers.

Gross margins in line with last 2 quarters but still a few points down from the prior year when sales of the laswer scanner were lower.

Operating margins up from just over 10% in Q4 2010 to 16.7% in Q4 2011.

Jay was very positive about last quarter despite European selling challenges. He is upbeat about the future even for Europe.

Scanner sales are very strong. They are almost done setting up a distribution channel in survey industry and are starting to build out the same in other industries.

Another disruptive product coming in first half of 2012

He also mentioned a somewhat vague plan of new R&D efforts that seem to be directed at taking customers' ideas and running with them - maybe in partnership with customer?

20 to 25% sales growth is still expected.

Ed
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