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Biotech / Medical : Trickle Portfolio

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To: tuck who started this subject	12/13/2001 8:42:49 AM
From: Crossy	Read Replies (1) of 1784

re: DSA.TO DALSA @ $7.25 (Can$) I think this one should qualify for a "trickle down play" in biotechs. Dalsa makes CMOS & CCD image sensors of high quality. Growing during semi slump. Active in many markets - in XRAY and biotech also.. See: www.dalsa.com Valuations are pristine: P/E around 10 (FY2002 guidance), PSR of 1.10, CAGR .. 20-30% (growth rate revenues) Did some medical imaging acquisitions in FY1999-2001, for example silicom Mountain (Digital XRAY). Recently a firm more geared towards consumer digital cameras (OVTI) was upgraded and shot up from $2 to $10. DSA.TO (Dalsa) is way more high end oriented but could experience a similar surge due to the sector appeal (Imaging Sensors - CCD, CMOS) Today they banked another huge order. Dalsa News - DSA.TO T.DSA Can$ 7.25 DALSA Reports Large Order for High Speed Digital Cameras biz.yahoo.com Order is almost $4m (Can$), Next year $70m total revenues are expected in their former guidance. If NasdaqNM: OVTI is an indication, DSA.TO could room towards $40-50 (Can$) Summing up, this company is pretty unique in that they are one of the few pure plays in CCD and CMOS chips plus high quality camera and electronics for selected vertical markets. Solid balance sheet (almost debt free) and profitability. Recently increased their guidance for FY2002 (they blatantly doubled earnings expectations). Gross margins already approaching 60%. The little Long term debt they still ahve is going to be eliminated very soon. Price to sales around 1 right now, PE under 10. Covers many high tech vertical market applications. biz.yahoo.com best regards CROSSY

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