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


To: Return to Sender who wrote (11602)9/17/2003 4:27:40 PM
From: Crossy  Respond to of 95616
 
re: DNX.V - Dynex Power - Can $0.60
POWER SEMICONDUCTOR COMPANY TRADING IN CANADA

Hi to all on your fine thread !

I recently stumbled over Dynex Power
www.dynexsemi.com
Message 19314600

Dynex was formed via an LBO years ago and consists of the former Power Semi division of Mitel and the former Plessey & Inmos power semi foundries. This year they finally hired a CAPABLE CFO (formerly with Pilkington Glass)

They seem to be a MAJOR (=world class) firm in power semiconductors like SYXI, APTI, POWI, SIPX etc... Not consumer type (like NIEC, Shindengen and good part of IRF) but high voltage / high power only - the type of rectifiers, power fets, transistors etc - discretes mostly

Odd company and valuation - PSR 0.35 - Today - volume surge - 480k traded on NO NEWS. In the US only ONNN has a similar valuation. But ONNN has NEGATIVE TANBGIBLE EQUITY - Dynex not. Just a tad smaller and less known..

rgrds
CROSSY