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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: Bosco who wrote (3112)	3/7/2001 4:18:38 PM
From: Crossy	Read Replies (1) \| Respond to of 37387

Bosco & all, after a long pause posting on SI (it's way faster and more convenient now) let me come up with a stock I've been researching recently, company, traded on the TORONTO Main Exchange (Canada): Dalsa Corp, around $6.50 (Can-$), www.dalsa.com This company is pretty unique in that they are the ONLY (!) pure play in CCD and CMOS chips plus high quality camera and electronics for selected vertical markets. Balance sheet is solid and besides non-cash charges from an acquisition they are solidly profitable. Gross margins already approaching 60%. The little Long term debt they still ahve is going to be eliminated very soon. Price to sales around 1.25 right now (implicitely calculated from the most recent quarterly) acc. to their CFO (Mr. Voss) they are about to seek a NASDAQ listing over the next 2 years Will research more on this company, just wanted to give an alert in advance. To me, this seems to be THE company to play the digital camera & video revolution. All other players in this field are either startups with NO revenues (development stage) or miniscule operations inside corporate bellwethers like Nikon or Canon, way too small in their revenue contribution (<1%) to the parent to be a meaningful play in this category. best regards CROSSY BTW: what have you been doing all the time ??