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Re: uw86 post# 33198

Friday, 04/10/2009 8:59:35 AM

Friday, April 10, 2009 8:59:35 AM

Post# of 86719
The point was not a reference to market cap versus the price it is trading at. Then we begin to deal in multiples and there are far too many peole willing to jump up and insist this is the only stock in the world that doesn't deserve to be trading at any multiple whatsover. The point was that DKAM has a value as a company. ADSL has a value as a company. YARR has a value as a company. When you put them all together, it equals the value of DKAM as the whole of all three combined. One can no longer talk about DKAM sales now or sales past. DKAM is gone in that respect. Let the deal happen. Let the deal close. Then we can all predict and expect them to do whatever they will do on those $20 million in sales AND resulting profits. Then we can add in the sales from the other products like KR, SV, and LC and what they will do on their entry into China. YARR and ADSL combined have a value of $40 mil or so. Add to that whatever value we want to argue about forever for DKAM. At no point will you derive a value of $12 million which DKAM is trading at now.

So, yes, in that respect, the entire investment community is stupid.

My due diligence and resulting opinions come from 25+ years in the world of trading and investing. Any contrarian viewpoints should be considered an exercise in futility.