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DION(.12)...CEO's comments from May 2010 item.....

Some snippets from the CEO's May 2010 essay on PV MOSFET-Drivers......

1) Until recently, therefore, our strategy, partly dictated by limited capital, has been to quietly and un-aggressively exploit our long-time specialty niche. Nonetheless, word-of-mouth, plus our use of Internet-based search-engines, has brought a growing stream of new, reliability-focused customers to our door. Some of their “mission-critical” applications involve “hi-rel” military telecom, critical air-borne wing-flap motor controls, expensive automatic test equipment and large industrial power distribution systems. And high-reliability electric-car manufacturers are also looking at our PV MOSFET-Drivers for possible use in that market.

2) Our technology recently even attracted a major new investor, with significant business contacts in China, where we had earlier established 13 customers. As a direct result of our new investor’s efforts (and financial strength), we expect further meaningful sales growth in China, as well as other parts of Asia.

3) Well, let’s review how big the underlying MOSFET market is.
As stated earlier, it is estimated this year to be a staggering 25-billion units. And note that every one of them needs something to turn it ON or OFF. Of course we can never hope to get it all, or anywhere close to all, but to put some fine focus on it for you again, just 0.1 % of that market would translate into annual sales volume of $50-$75 million worth of our PV MOSFET-Drivers. Personally, I think we may be sitting on a gold mine, but previous shortages of working-capital have forced us to mine it with a tea spoon. Our new investors, however, fully recognizing our potential, are moving towards possibly putting a steam-shovel at our disposal. As we pursue increasing the market- awareness of Dionics, and decreasing the reliability-premium in the price of our high-reliability PV MOSFET-Drivers, we can only assume growth of sales volume in the future. And with it should come growth in our profits.

http://www.dionics-usa.com/PDFs/PV%20MOSFET%20Drivers.pdf