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Resurrecting the DAIO board.....

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southacresdave Member Profile
 
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southacresdave   Friday, 08/11/17 11:05:40 AM
Re: None
Post # of 52 
Resurrecting the DAIO board.....

I thought I would breath some life into this message board. I am starting to like this stock as a long term core position with a smaller portion trading the swings. When I say long term----I mean 5 years or more. Why?

Imo a major shift in the automotive industry is forming. Cars are going to be heavily connected to the internet for infotainment, sensors, cameras, etc. The are 100s more semiconductor chips in a Tesla than there are in a standard car now a days. This means increasing use of security at the microchip and microcontroller level. You can see this now in how DAIO's automotive revenue is growing at a rate of 50% year over year. I see this trend continuing and growing going forward.

The next thing is autonomous vehicles. There are 5 levels of it. Every car manufacturer and major tech company is going after this. ex. Intel just bought Mobileye for $15B and announced they will be spending $250M over the next two years pursuing it. By 2021 the estimate is 10% of cars sold (the high end ones) will have some level of computer driving. By 2030 over 90% of cars sold will have it. This just screams for the increasing need for additional security.

The 3rd thing is Internet of Things. From every appliance, sensor, camera, etc that is located in your house, business or in public areas. Everything is relaying info back/forth and will need security.

The key for DAIO is being cutting edge on R&D and lining up the partners. They seem to be doing a good job on it. Then it is a matter of letting it play out. If all these industries grow over the next 5 years, how much more will they grow over the next 5 after that and 5 after that?

Imo, as it all plays out, DAIO gets bought out. The only question is when and at what price.

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