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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Ken W who wrote (27948)	1/24/2002 10:00:02 AM
From: JoeinIowa	Read Replies (1) \| Respond to of 29382

Ken, Is it possible MAXF is awakening from its long basing slumber? This stock has a deeper base than many of DDs ski resorts. LOL. Joe

To: Ken W who wrote (27948)	1/24/2002 10:05:10 AM
From: arnold silver	Read Replies (1) \| Respond to of 29382

Ken, thanks for your advice. Got a YEEEHAAAAAAAA on NMSS calls sold for a 10 bagger. Arnie

To: Ken W who wrote (27948)	1/24/2002 10:27:34 AM
From: Crossy	Respond to of 29382

re: DSA.TO (Dalsa Corp) After this acquisition (which adds 10% to the fab utilization of the newly acquired fab from Zarlink) I see that Dalsa should move to its SHORT TERM TARGET of $12 almost immediately. This $12 (CAn-$) level is also an alltime high. Once we get past that the chart is pretty clear. Fundamentally Dalsa should be worth around $30 (CAn$) mid to longterm. Strategically their acquisitions made great sense: to get more of the value added in their products by backward integration. Now this acquisitions further boosts revenues by $20m (CAn$). Both were conducted rather "opportunistically" since the former owners of both: ZL and Philips indicated a strategy to divest the respective operations. What should be added in the Philips CCD takeover is that Philips signed a non compete clause in the MOU (I listened to the CC this morning). Dr. Chamberlain (Dalsa's CEO) also mentioned consolidation of process know-how among the foundry players with 3 firms in the game less than before in Jan 2002.. (Philips one of them..) This should keep margins up on the imaging silicon sensor area (CCD, CMOS) longer term. With the Philips CCD purchase Dalsa obtains top notch expertise in area-scan applications. Plus they now have design capability for high-end CCD chips inhouse. Philips was able to manufacture 6MPixel CCD sensors in the past and is around the corner to produce 11.5 MPixel sensors. This capability will also be synergistic to Dalsa's internal digital cinema initiative. Last but not least the CEO indicted mid-market opportunities arising for Dalsa for the first time due to the fab purchase. In the past Dalsa pretty much concentrated its development activities in hi-performance professional and specialist applications. The new fab will enable Dalsa to go after consumer/prosumer/industrial midmarket opportunity which is larger (on a unit scale) by an order of magnitude.. best rgrds CROSSY