The good news at Accuray (NASDAQ:ARAY)
is that management has established a good track record for doing what
they say they are going to do - the service operations are running much
better, the multileaf collimator (or MLC) is on track, and the company's
efforts to improve its sales strategy appear to be translating into
orders. The only "but" is that none of this is all that flashy and the
Street has a habit of getting bored with stories like this. I do think
there is some upside to orders in CY 2015 if the MLC is released on
schedule, but this remains an execution story driven by blocking and
tackling and one where the realization of value could still take some
time.
Read the full article here:
Can 'Blocking And Tackling' Lead Accuray Higher?
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