Ilya, I've played machine vision companies for a long time. I can't speak to RVSI's current situation, but Pat Costa has been running the place since I first invested there perhaps 10 years ago, so I assume it's much the same as ever.
If so, it's a very weak sister to the technologically dominant players in that industry. The king of machine vision is CGNX. If I were to choose a single play in the field, it would probably be CGNX, the largest and most stable of the field.
My other favorite is CYBE. CYBE is smaller and more specialized that CGNX, but technologically brilliant, and with a very good recent chart. CYBE's major clients are in Japan and CYBE has had a fabulous run off the recent jump in the Japanese circuit board industry.
Right now I have a moderate core investment in CYBE, as I've sold some core and all my trading shares into the recent runup. I sold all my CGNX in January, but am looking for a re-entry.
None of this means RVSI cant't perform well as a speculative stock, but it wouldn't be my first choice. Your own due diligence is absolutely necessary on this sort of stuff, of course. It's specialized equipment with limited applications and not a field to dive into without having some idea how the land lays.
Just a few ideas to get you started.
regards,
phill
Market Data 
Markets 
AI
