HAUP

[raspi]

OK, I reviewed whole tread about HAUP and it seems that fundamentally it seems that HAUP is doing better and better.. revenues continue to increase, so does EPS.. However, stock price is $2 lower than when David bought it for 3SOF portfolio last time... Forward PE ration is bellow 10 as compared to 30 this winter.
I accumulated a decent amount of shares in the last weeks and I will wait until it goes to $15 sometime this year 

[spexculito]

Found this interesting post on another board

D&M Holdings is a Japanese corporation that has successfully  and steadily grown into an audio and video empire through carefully planned acquisitions. The company was formed in 2002 from the merger of Denon and Marantz. Since then it has acquired many entertainment household names. The following is D&M Holdings family of companies:

    * Denon
    * Marantz
    * McIntosh Laboratory
    * Digital Networks North America
          o Escient
          o ReplayTV
          o Rio (digital audio players)
    * Creative Technical Network (CTN)
    * Boston Acoustics
    * D&M Professional
    * Denon DJ
    * Snell Acoustics
    * D&M Premium Sound

On page 34 of its 2007 strategy presentation dated June 29, 2007 (link below) shows that it intends to expand into what the company calls the "Entertainment Products" area. One of the products shown there is a WinTV-HVR-1600 Dual tuner which is Vista Premium and Windows XP certified.

http://www.dm-holdings.com/ENG/Docs/20070629_StrategyIR_final_En.pdf

HAUP has already been acting as "part of the D&M family" by marketing the ReplayTv offerings in its main website and its distribution network. ReplayTV specifies Hauppauge tuners as  an integral part of its offering:

http://www.replaytv.com/sysRequirements.asp

http://www.hauppauge.com./

ReplayTV was one of the first companies to be purchased by D&M Holdings in 2004 (page 40 of the above presentation. Page 51 of D&M's presentation shows a graph indicating that it plans to acquire 1 or 2 companies each year.

Someone already mentioned on this board that he/she saw a commentary related to this in a business newspaper. I believe this is all coming to a theater near you.....very...very soon. How much would Hauppauge want for its shares? that's anybody's guess.

Good luck