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Strategies & Market Trends : Trend Setters and Range Riders

MSFT 423.31

-1.6%

Feb 2 3:59 PM EST

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To: kendall harmon who wrote (23919)	1/3/2003 1:38:24 PM
From: Crossy	of 26752

re: OVTI holders - look out at DALSA (DSA.TO) Can $18.30 if you love OVTI for its image sensors, take a look at canadion co. DALSA .. CAn$ 18.30, same industry, very profitable and growing. Bought from Zarlink Semi (former MITEL) a big analog fab and now has captive production lines for MEMS, Power SEMIS and image sensors (CMOS, CCD). Annual report out due and another nice surprise can be almost assured From valuation (PSR, PE etc.) Dalsa is way cheaper than OVTI.. both are rare almost pure plays in imaging silicon. Especially interesting could get their "digital cinema" initiative.. rgrds CROSSY

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