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Technology Stocks : Semi Equipment Analysis

SOXX 306.28

-1.0%

Dec 4 4:00 PM EST

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To: Return to Sender who wrote (3200)	5/21/2002 6:06:08 AM
From: Crossy	of 95525

RtS & all, some Japan update.. After the upgrades of US analog ("mixed signal") semis like NSM and FCS yesterday their japanese counterparts were doing very well today... After a period of consolidation they are up nicely again... New Japan Radio (6911.J) up 8% to 840 on almost 300k volume. New 52 week high. It seems there were estimates raised for next year. This stock is still trading at a very low valuation vs. its US and Asian based peers. Price to sales around 0.50. Compare this to a mean PSR of 3+ in the US. This is one of the reasons why I honestly think that NJR could attack its all time high of around 1600 going forward... Asahi Kasei (3407.J) - diversified conglomerate with a big analog semi subsidiary AKM inched up almost 3% to close at 463 on average volume of around 5m. Most recently they did some restructuring, selling their low alcohol liquor business and buying in the hemodialysis equipment division of a former competitor. This strategic reorientation makes absolute sense IMHO and is one of the reasons why I like this company - more changes in the business portfolio were envisaged for the next 2 years. More a blue chip than NJR and definitely attractively valued at a Price/Sales Ratio of 0.55 all the best CROSSY

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