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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (1656)	1/15/2002 11:47:01 AM
From: Crossy	Respond to of 95587

Kirk, I have A in my portfolio. I was just looking at a mixed signal company other than MXIM <g> By the way if you know A inside out you may now about one of their competitors from Japan in T&M : ANDO Corp. Do you have any background info on Ando that you could share ?? rgrds CROSSY

To: Kirk © who wrote (1656)	1/15/2002 2:38:29 PM
From: Crossy	Respond to of 95587

Kirk & all, if you like those semi plays with a biotech component at still good valuation (low PSR) and good profits, then look to Canadian silicon optics company Dalsa DSA.TO (Toronto) at can$9. PSR < 2, annual growth 30% (sales) in a slump. Exp. to hit around $70m Can$ of revenue in FY2002. Sells to biotech, semi equip and many other vertical markets. Product range covers display silicon sensors (CCD & CMOS) and subsystems... On the NAZ there is a distant competitor which was discovered recently: OVTI (PSR around 7 now). Rose from $2 to $10. But DSA.TO has better fundamental credentials and more revenue & profit potential.. rgrs CROSSY