Cognex- oder die Aktie, die keiner kennt - 500 Beiträge pro Seite

[fossa]

Klaus Spiegel: „ Der europäische Markt ist für Cognex deutlich vielfältiger als der amerikanische, wo 75% der Umsätze in der Halbleiterindustrie und Elektronik erzielt werden.“

Cognex
„Wir möchten in Zukunft Vision für alle liefern“
Eine Revolution in der industriellen Bildverarbeitung hat Cognex angekündigt. Ein Vision-Sensor soll völlig neue Anwendungsfelder und Märkte erschließen. Wir haben Klaus Spiegel, Geschäftsführer von Cognex Deutschland, über die Zielmärkte der Zukunft und die Merkmale des neuen Produktes befragt.
Herr Spiegel. Cognex gilt als weltweiter Marktführer für industrielle Bildverarbeitung. Auf welche Zielmärkte werden Sie sich künftig konzentrieren?

Klaus Spiegel: In den USA erzielt Cognex 75% des Gesamtumsatzes mit Anwendungen in der Halbleiterindustrie und Elektronik. In Europa stellt sich die Situation anders dar – der Markt ist sehr vielseitig: Wir erzielen auch signifikante Umsätze in der Telekommunikation, der Automobilindustrie, der Verpackungsindustrie, der Pharmazie und in der Konsumgüterindustrie.
Schätzungsweise sind erst 15 % des Endanwender-Marktes erschlossen. Cognex zielt deshalb insbesondere auf die 85% dieses nicht bedienten Markts. Unser Vision-Sensor In-Sight kommt den Forderungen dieses Marktes nach preisgünstigen, flexiblen, einfach zu handhabenden und leistungsstarken Lösungen in optimaler Weise nach.

Was bietet diese Vision-Lösung im
Vergleich zu anderen?

Spiegel: Im Endanwender-Markt wächst der
Bedarf an Vision-Lösungen, die sich einfach
und ohne große Anpassungen in
Maschinen und Anlagen integrieren lassen.
Intelligente Kameras sind oft in der
Funktionalität und Leistungsfähigkeit
eingeschränkt. Komplexe, leistungsfähige
Bildverarbeitungssysteme sind oft zu teuer.
In-Sight vereint die Vorzüge intelligenter
Kameras und komplexer Vision-Systeme:
Das preisgünstige und leistungsstarke
System besteht aus einer kompakten
Stand-Alone-Verarbeitungseinheit, einer
kleinen hochauflösenden
Progressive-Scan-Camera und einem
Control-Pad. Eine Tool-Bibliothek ist bereits
installiert. Der Anwender erhält eine
installationsbereite komplette Lösung. Das
Besondere an unserer Vision-Lösung ist die
neuartige Benutzerschnittstelle. In
wesentlich kürzerer Zeit als mit
konventionellen komplexen
Bildverarbeitungssystemen lassen sich
Anwendungen generieren, testen und zum
Einsatz bringen – und das ohne jegliche
Programmierkenntnis. In Zukunft möchte
Cognex nicht nur „Vision for Industry“
sondern „Vision für alle“ liefern.

Die Bildverarbeitungsbranche boomt und
erzielt Umsatzzuwächse von rund 20%. Mit
welchen Zahlen rechnen Sie?

Spiegel: Cognex erzielt seit 13 Jahren
Gewinne in einer Größenordnung von 20%
des Umsatzes. 1999 haben wir einen
Umsatz von 152 Mio. US-Dollar erzielt und
einen Gewinn von 30 Mio. US-Dollar.
Cognex wird in Zukunft durch sehr starkes
Wachstum geprägt sein. Wir streben
danach, unsere Weltmarktführerschaft
weiter auszubauen. Das erste
Quartalsergebnis 2000 übertraf das
Vergleichsquartal ’99 um 93%. In 2000 ist
mit einem Umsatzzuwachs von mindestens
58% und steigenden Gewinnen von 120%
zu rechnen. Die Erweiterung der
Geschäftsaktivität wird unter anderem durch
die Akquisition von Firmen erreicht. Darüber
hinaus dehnt Cognex seine Geschäftsfelder
durch die Entwicklung neuartiger Produkte
aus, mit denen neue Märkte erschlossen
werden.




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Na sind da keine interessanten Nachrichten?
Ich jedenfalls habe mir direkt ein paar Cognex-Aktien zugelegt. Positiv ist ferner das vergleichsweise kleine KGV(2001) von knapp über 20 und die Tatsache, daß der Kurs charttechnisch hervorragend aussieht, da die 38Tage und die 200 Tage-Linie heute nach oben druchbrochen worden sind. Erstaunlich finde ich, daß über eine so gute und solide Aktie noch nie eine Diskussion stattgefunden hat. Die Umsätze in Deutschland sind extrem dünn, so daß meine Kaufaufträge heute die einzigen Umsätze waren. Die Aktie ist meiner Meinung nach vor allem für Langfristinvestoren interessant, die am Gewinn eines kontinuirlich wachsenden Unternehmens teilhaben wollen. In dieser Aktie steckt aber auch viel Zukunftsphantasie (schließlich ist sie ja auch an der Nasdaq gelistet), da gerade mal 15% der potentiellen Märkte erschlossen sind. Übrigens wer nicht in den USA investieren will, dennoch aber interessiert ist, kann auch über einen Einstieg in Isra Vision Systems am Neuen Markt überlegen.

[hanser]

Danke, stimmt! Hoffentlich wird es bald erkannt!

[PrivatTrader]

Wettbewerb zu Parsytec aus den USA.

von Yahoo Finance

DAISHOWA PAPER CO. INTEGRATES COGNEX WEB MACHINE VISION ON MANUFACTURING LINE

NATICK, MA, January 26, 2001-Cognex Corporation (NASDAQ: CGNX), the world`s leading supplier of machine vision systems, announced today that Daishowa Paper Manufacturing Co., Ltd. has integrated Cognex`s SmartViewÔ ICN web inspection system at their paper mill in Quebec City, Quebec, Canada.

SmartView ICN is a state-of-the-art web inspection system that is used to automatically detect, identify, and display defects in paper and other materials as they are being produced. Daishowa will use the Cognex machine vision system to inspect newsprint.

SmartView ICN is a state-of-the-art web inspection system that is used to automatically detect, identify, and display defects in paper and other materials as they are being produced. Daishowa will use the Cognex machine vision system to inspect newsprint.

Dr. Shillman continued, "In addition to offering the best defect detection and grayscale image available today, SmartView is also extremely simple to set up. At Daishowa, the system was completely installed and running on the manufacturing line in less than a day."

Cognex has sold over 70 SmartView ICN systems since its release in February, 2000, making it the most successful product launch in the history of Cognex`s Surface Inspection Systems Division.

Daishowa Paper Manufacturing Co., Ltd. is engaged in the manufacture and sale of paper and pulp products such as newsprint, printing paper, wrapping paper, and cardboard. The company has 17 consolidated subsidiaries-eight in Japan, five in Canada, and four in the United States.

Cognex Corporation designs, develops, manufactures, and markets machine vision systems, or computers that can "see." Cognex is the world`s leader in the machine vision industry, having shipped more than 100,000 machine vision systems, representing over $1 billion in cumulative revenue, since the company`s founding in 1981. Cognex`s Modular Vision Systems Division, headquartered in Natick, Massachusetts, specializes in machine vision systems which are used for automating the manufacture of a wide range of discrete items and for assuring their quality. Cognex`s Surface Inspection Systems Division, headquartered in Alameda, California, specializes in machine vision systems, also known as web inspection systems, which are used for inspecting the surfaces of products manufactured in a continuous fashion, such as metals, paper, and plastics. In addition to its corporate headquarters in Natick, Massachusetts, Cognex also has regional offices located throughout North America, Japan, Europe, and Southeast Asia. www.cognex.com or www.cognex.de.

[PrivatTrader]

DA über die Nachrichten in Wallstreet nichts rein kommt, hier noch ein Artikel von Yahoo Finance

Ich habe vor bei 24 U$ zu kaufen. Die Aktie scheint mir potential zu haben.


Wieland-Werke AG Integrates Cognex Machine Vision On Copper Pickling Line

NATICK, Mass.--(BUSINESS WIRE)--Feb. 13, 2001--Cognex Corporation (NASDAQ:CGNX - news), the world`s leading supplier of machine vision systems, announced today that Wieland-Werke AG, one of the world`s largest copper strip manufacturers, has integrated Cognex`s SmartView(TM) ICN web inspection system on their copper pickling line in Germany. SmartView ICN is a state-of-the-art web inspection system that is used to automatically detect, identify, and display defects in metals and other materials as they are being produced.

Based in Ulm, Germany, Wieland-Werke will use the Cognex machine vision system on its pickling line. Pickling is a special treatment used to remove impurities from the surfaces of metals during the manufacturing process. SmartView ICN--which was completely installed and running on Wieland-Werke`s manufacturing line in two days--will be used to check the copper sheets for any particles of dirt remaining from the rolling process and acid bath.

Cognex has sold over 70 SmartView ICN systems since its release in February, 2000, making it the most successful product launch in the history of Cognex`s Surface Inspection Systems Division.

Cognex Corporation designs, develops, manufactures, and markets machine vision systems, or computers that can ``see.`` Cognex is the world`s leader in the machine vision industry, having shipped more than 100,000 machine vision systems, representing over $1 billion in cumulative revenue, since the company`s founding in 1981. Cognex`s Modular Vision Systems Division, headquartered in Natick, Massachusetts, specializes in machine vision systems which are used for automating the manufacture of a wide range of discrete items and for assuring their quality. Cognex`s Surface Inspection Systems Division, headquartered in Alameda, California, specializes in machine vision systems, also known as web inspection systems, which are used for inspecting the surfaces of products manufactured in a continuous fashion, such as metals, paper, and plastics. In addition to its corporate headquarters in Natick, Massachusetts, Cognex also has regional offices located throughout North America, Japan, Europe, and Southeast Asia. Visit Cognex on-line at http://www.cognex.com.

[PrivatTrader]

Cognex Corporation Reports Record Revenue and Earnings for the Full Year of 2000
NATICK, Mass.--(BUSINESS WIRE)--Jan. 22, 2001--Cognex Corporation (NASDAQ:CGNX - news) today announced record revenue for the year ended December 31, 2000 of $250,726,000, a 65% increase over 1999`s revenue of $152,125,000. Cognex reported record net income for the year ended December 31, 2000 of $68,148,000, or $1.49 per diluted share, a 124% increase over the $30,445,000, or $0.69 per diluted share, reported in 1999.

For the fourth quarter of 2000, Cognex reported revenue of $66,084,000, a 37% increase over the $48,323,000 reported for the same period a year ago. Net income increased by 31% to $15,987,000, or $0.36 per diluted share, compared with net income of $12,186,000, or $0.27 per diluted share, for the fourth quarter of 1999.

Reported results for 2000 include the amortization of goodwill related to the acquisitions of Image Industries as well as the machine vision businesses of Komatsu, Ltd. and Honeywell. Excluding the amortization of goodwill, net income for the quarter and for the year ended December 31, 2000 would have been $0.37 per diluted share and $1.52 per diluted share, respectively.

``This was a fabulous year for Cognex,`` said Dr. Robert J. Shillman, Cognex`s President, Chief Executive Officer, and Chairman. ``In addition to setting new records for revenue and profits, the order rate for the year was the highest ever experienced by the company. Also, we introduced In-Sight, an innovative, low-cost vision sensor that has proven to be the most successful product launch of our 20-year history.``

Dr. Shillman continued, ``In the fourth quarter of 2000, the order rate slowed considerably from the record pace experienced earlier in the year. As a result, we ended the year with a backlog of $41,797,000, which is up from the $36,788,000 backlog reported at the end of 1999 but down from the record backlog set at the end of the third quarter of 2000. For the first quarter of 2001, we expect to report revenue in the range of $50 million to $53 million, and earnings in the range of $0.17 to $0.19 per share. And, although we have no visibility for customer demand beyond the first quarter of 2001, we are planning conservatively for the entire year based upon both the slower order trends we are currently experiencing as well as the softening of the U.S. economy that`s being reported on a daily basis.``

Analyst Conference Call and Simultaneous Webcast

Cognex Corporation will host an analyst conference call to discuss its results for the fourth quarter and full year of 2000, as well as the financial outlook, today at 5:30 p.m. eastern. The telephone number to listen to the live conference call is 212-896-6074. A replay of the conference call will begin at approximately 7:30 p.m. eastern today and will be available for one week. To listen to the replay of the conference call, the telephone number is 800-633-8284 (or 858-812-6440 if outside the United States) and the access code for the replay is 17573593.

Internet users can listen to a real-time audio broadcast of the conference call on Cognex`s website at www.cognex.com. An archive of the webcast will be available on Cognex`s website for one week.

About Cognex Corporation

Cognex Corporation designs, develops, manufactures, and markets machine vision systems, or computers that can ``see.`` Cognex is the world`s leader in the machine vision industry, having shipped to date more than 100,000 machine vision systems, representing over $1 billion in cumulative revenue, since the company`s founding in 1981. Cognex`s Modular Vision Systems Division, headquartered in Natick, Massachusetts, specializes in machine vision systems which are used for automating the manufacture of a wide range of discrete items and for assuring their quality. Cognex`s Surface Inspection Systems Division, headquartered in Alameda, California, specializes in machine vision systems, also known as web inspection systems, which are used for inspecting the surfaces of products manufactured in a continuous fashion, such as metals, paper, and plastics. In addition to its corporate headquarters in Natick, Massachusetts, Cognex also has regional offices located throughout North America, Japan, Europe, and Southeast Asia. Visit Cognex on-line at http://www.cognex.com.

Forward-Looking Statement

Certain statements made in this press release are forward-looking statements. These statements are based on the company`s current expectations and estimates as to prospective events and circumstances which may or may not be in the company`s control and as to which there can be no firm assurances given. These forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those projected or anticipated. The company wishes to caution readers not to place undue reliance upon any such forward-looking statements, which speak only as of the date made. The company disclaims any obligation subsequently to revise forward-looking statements to reflect events or circumstances after the date of such statements or to reflect the occurrence of anticipated or unanticipated events. Further discussions of risk factors are also available in the company`s registration statements filed with the Securities and Exchange Commission.


COGNEX CORPORATION
(In thousands, except per share amounts)


Three Months Ended Twelve Months Ended
Dec. 31, Dec. 31, Dec. 31, Dec. 31,
Income Statement: 2000 1999 2000 1999
(unaudited)

Revenue $ 66,084 $ 48,323 $250,726 $152,125

Cost of revenue 16,340 13,602 63,820 45,221

Gross profit 49,744 34,721 186,906 106,904

Research, development, and
engineering expenses 9,710 6,922 33,341 27,536

Selling, general, and
administrative expenses 18,602 12,187 61,915 43,523

Amortization of goodwill 765 90 1,964 265

Income from operations 20,667 15,522 89,686 35,580

Investment and other income 2,843 1,998 10,532 7,300

Income before provision
for taxes 23,510 17,520 100,218 42,880

Income tax provision 7,523 5,334 32,070 12,435

Net income $ 15,987 $ 12,186 $ 68,148 $ 30,445

Net income per diluted
common and common
equivalent share $ .36 $ .27 $ 1.49 $ .69

Diluted weighted-average
common and common
equivalent shares
outstanding 44,919 44,481 45,698 43,986


December 31, December 31,
Balance Sheet Highlights: 2000 1999


Cash and investments $277,740 $220,521

Accounts receivable 47,031 28,742

Inventories 27,664 10,872

Working capital 167,913 125,935

Total assets 436,141 314,822

Stockholders` equity 383,949 276,624

[Rapsöl]

Hallo Leute

Aus gut unterrichteten Kreisen habe ich erfahren, daß morgen den 01.03 neue Systeme vorgestellt werden.

Insight 2000 das bereits am Markt eingeführt ist, wird es in weiteren Konfigurationen geben, die das Spektrum nach oben und unten abdecken.

Oben genanntes System, ist derzeit wohl das mit Abstand beste Kompakt-Bildverarbeitungssystem auf dem Markt.

Bis dann ..
Rapsöl