Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Art of Investing -- Ignore unavailable to you. Want to Upgrade?

To: Scott H. Davis who wrote (167)	10/13/1998 11:35:00 PM
From: Sun Tzu	Read Replies (2) \| Respond to of 10694

Scott, DAUO has has had great growth over the past few years and it certainly has potential. Aside from the fact that I don't like to catch a falling knife, I have a few questions about DAUO. Mark this under the "before you buy" section of the trading techniques. One problem with DAUO is that its whole sector is under heavy pressure; just take a look at kea, chrz, cpwr, and ca to see what I mean. How will DAUO compete with these guys when there is not enough dough to go around for everyone? Also, one of my main concerns in investing is service providers (of any kind, but the above list is a good start), is that the whole business is based on thin air; there are no patents or properiatery products. Nor is there much in the way of assets or barriers to entry. So if the company ever falls out of favor with its customers, zero becomes a real possibility for the stock price (as evidenced by DAUO magnificent fall). Do you know much about DAUO's business? Do they have a good backlog? Are they working on any projects that should last a while? What is to prevent their customers to give the business to someone else? If you can shed some light on these fundamental issues, then perhaps we can start discussing trading techniques for DAUO. Thanks, Sun Tzu P.S. Do you know when the earnings report and conference call will be?