Yeah fair points on DAIO. Q4 will not be the monster Q3 was...but will still blow away the year ago Q4. So those increases could get some attention. They've also got an awesome balance sheet, so I don't see a huge drop to the $7's.
DAIO is hardly cheap. But certainly a better value than most Nasdaq tech stocks. And what has always attracted me to the story is SentriX. They partnered up with big tech companies on this last year. The excitement on SentriX has the potential to send DAIO to the $20's later this year. Hoping to find out more next week.
Value...DAIO My thoughts are the same as yours. I don't think the run up to $16 was anywhere near justified and that $11+ is going to be over priced after Q4 reports. It's their historically weakest quarter for orders and the backlog and deferred revenue that came at the end of Q3 wasn't such it will help Q4 much. As such, where is the revenue coming from that gets everyone to push the stock up again or even potentially support it?
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