RE:Nvidia@ needen. Good find.there are many great companies out there doing the AI gig.
there are some software companies that AVO should have partnered with for past year or so and only hope they do not let their ego get in the way and embrace everything that helps enhance their product.
analitics is good market but also a very small one. I hope they come out with a huge jump in cameras technology And can lower their urgent pricing. That combo will help them compete with the more entrenched competition.
Video will increasingly become critical in security. Societies demand for instant answers is a video manufacturers dream come true. More demand for increased video coverage and better analitics to help find the image needed NOW. That's a tool or win for the security officer feeling the heat from their political master. You save buddies derrire and you have won a good friend with a PO pad
video and related feeder industries is in my opinion a good bet. Card access is old hat, and is like a key. Demand for doors being hooked up to it is increasing but technology is old and the players are all in place for past thirty plus years. honeywell, Tyco, AMAG / G4s are all good public bets in those worlds. They also all have good video offerings or are tight with milestones.....
Because AVO is new kid on the video block, this is why they must REALLY stand out. It also means they could be a nice acquisition target for the big boys.
Thanks again for the find!