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The IP Video Financial Threat
by John Honovich, IPVM Posted on Sep 02, 2010 About John Contact JohnInvestors examining the video surveillance market must properly distinguish between secular and cyclical trends. This issue is nicely demonstrated in an investor's analysis of Vicon, one of the elder CCTV incumbents. The investor argues that video surveillance is heavily dependent on new construction and the overall macroeconomic environment. He concludes that given Vicon's low valuation metrics, Vicon may be a...
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Other Updates on Financials
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