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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area

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To: Crossy who wrote (3149)	3/11/2002 1:50:24 AM
From: Crossy	Read Replies (1) of 37387

re: JAPAN - Asahi Kasei [ESST competitor] I researched Japan a tad more with regard to mixed signal/audio chipmakers and found this company: ASAHI KASEI (formerly called Asahi Chemical) .. Ticker 3407.J .. trading aroudn 435 Yen (PSR 0.50). Bought in today.. They are active in chemicals, building products and mixed signal semiconductors. Group website is here: www.asahi-kasei.co.jp And their semi division is here. Big player in the US also: www.akm.com Now from many analysis of board level components of audio systems I do know that AKM's solutions usually have way higher quality than ESST's chips. For example AKM's AC97 codecs are famous - positively renowned for excellent acousic parameters - even beating CRUS offerings.. Their stuff is in many DVD, DTS & upcoming digital players as well. Plus many professional audio solutions are emplying their chips. I have a "high end" soundcard made by RME also. What does one find on that board ? CODECs mad by AKM.. They upgraded wafer capacity 20% in 2000/2001. Mix of offered chips is way broader than ESST's range. Everyhing included. Their electronic materials section is heavily into copound semis especially for hall-elements (InSb). Then there is a huge proteomic effort going on. Pharma interest - teaming up with Schering of Germany. Artificial kidney, microfiltration etc. etc. etc. Plus they built and enlarged a plant to fabricate MMA (for PMMA production) - translucent polymers for LCD applications (huge demand for notebooks, PDAs etc..) Company is undergoing a very nice strategic transition to high growth areas. Being profitable throughout the recession. Paying a dividend.. Those japanese analysts do NOT SEEM TO HAVE ANY CLUE what kind of gems are in front of them. Stock traded on many European exchanges as well. Try Frankfurt for instance. Ticker there is 3407.F best rgrds CROSSY

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