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Strategies & Market Trends : YEEHAW CANDIDATES
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To: Crossy who wrote (1326)2/15/2003 10:54:59 AM
From: Sergio H  Read Replies (2) of 23958
 
Hi Crossy.

Continuing discussion on DFIB, the demand for defribillators fueled partially by new and pending legislation combined with the company strategy make this stock a compelling buy.

COMPANY STRATEGY: Although they have a smaller market share than the bigger players,DFIB is essentially the only pure play in defribillators. Their patent claim will increase their market share in a growing market segment. DFIB is expected to break even within a year without including possible revenues from their patent infrigement claim.

LITIGATION COSTS: The company is piggybacking their legal claim, using the win over Zoll in their case against Phillips and subsequently plan to use the same claim against Medtronic.

It's the same case x 3, allowing for relative low legal costs. DFIB expects to spend about $150k in litigation cost for fiscal 2003. Essentially, a drop in the bucket.

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Thanks for your comments on FDP. When the hoopla clears....Technically, as Ken has stated, the stock has formed a solid base.

IPSU....sugar prices have climbed to 20 month highs.

ALU...along with the potential to increase their leverage base once the fire claim is settled, another hidden asset is the company's ability and intention to refinance their exisiting debt at more favorable terms.
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