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If you want a good historical look at IMAX coupled with a clear explanation of what they are doing today that is different than days gone by, listen to this 29 minute presentation at the Morgan Stanley technology conference.

It is when I hear a presentation like this that I get confidence that IMAX has a superior executive team. The thought of IMAX waiting until the last minute to schedule movies around tent pole events, so it is clearer what movies might have the best chance, is common sense. But, IMAX needed to have a critical mass in theaters to do that. That mass is now here.

I learned a lot from this presentation.

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