Savvy Trades and Investments

[linuspop]

hweb2, DAIO

Here is the most recent presentation from the Roth Conference this past week:

https://www.dataio.com/Portals/0/Roth%20March%202017%20-%20FINAL.pdf

I noticed (on page 17) they mentioned a partnership with EVB and Infineon. Infineon is a @ $7 billion (US dollars) revenue European semiconductor company making a big push into IoT. And EVB is a subsidiary of Avnet (symbol:ATV, $26B in revenue).

This partnership wasnt officially pr'd by DAIO, but I found this on their website:

http://www.dataio.com/Posts/ebv-elektronik-infineon-and-data-io-present-industries-first-personalisation-service-for-embedded-security

(note the last sentence: "It is planned to extend this service to other devices of Infineon and other manufactures in the near future.")

Not sure what all this will mean to DAIO's numbers going forward, but it sure seems very positive to be partnering with all of these key industry players. What's more, it seems DAIO may be the answer to securing smart devices during the programming stage instead of later down the line (as its done now). Hacking into smart vehicles and smart devices is a real concern, so if DAIO and its partners can secure components during the programming, that would be huge. And their latest CC mentioned $ spent for patents, so its possible they have secured the IP for their securing methodology (less/no competition could translate into high margins). Anyway, DAIO seems like a good one to hold for a couple years as automation picks up steam.