tag:blogger.com,1999:blog-7294165939647321702.post4422053569960784665..comments2024-03-28T13:45:43.362-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: Vicon: Activist MurmurSaj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-7294165939647321702.post-73447004694039365612011-05-17T07:41:34.346-04:002011-05-17T07:41:34.346-04:00I struggle with the idea that the revenue declines...I struggle with the idea that the revenue declines were due solely to the recession. This company must be losing (or have lost) any competitive edge to see revs decline that much. The security industry is more resilient than most and many remained flat or grew during the downturn. This stock is definitely cheap but i'd want to be certain the revenue bleed has stopped and fully understand the true reason for the downward spiral.Anonymousnoreply@blogger.com