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Biotech / Medical : Trickle Portfolio

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To: tuck who wrote (1073)	3/6/2002 11:36:07 PM
From: Crossy	Read Replies (2) of 1784

to Tuck & all on this thread.. Opinion sought on SHIMADZU shimadzu.com SBU outline: www1.shimadzu.com Revenue seems to be 75% life sciences / medical related Since you and many others on this thread reportedly enjoy field level understanding of many products all those trickle companies, I'd love to hear any opinion you might have about a Japanese major player in medical equipment - I'm speaking about Shimadzu. In the US I believe an ADR is being traded on the pinksheets.. Any idea on their competitive position and how it compares to US equipment ? Is their quality ok ? Reliability issues ? New, exciting products that could be expected ?? I am feeling tempted to buy in because Shimadzu has a Price/Sales ratio of onl 0,40, Price/Book of 0.85 and a Gross MArgin of 32,5%. I have heard from various sources that in JApan, many costs are assign cost of sales that in the US would be listed as SG&A, hence the lower Gross margin%, typically Japanese firms have 5-15% points of sales margin% being transferred from SG&A to GM column.. any input welcomed.. CROSSY

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