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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: willcousa who wrote (1961)	2/14/2002 9:20:43 AM
From: Crossy	Respond to of 95738

Hi to all semi threadsters.. as I suspected in the past the "blow off" sale in Japanese semis and semi equips did happen over the last weeks. 6:17AM : Nikkei +1.13%, Hang Seng closed%:Asian stocks higher. Nikkei closed above the 10K level for the first time in more than two weeks. Tokyo Electron gained almost 10%. Korean stocks rose to a 19-month high. Samsung Electronics outperformed. Favorable sentiment surrounding the merger between Hynix and Micron. Banks fared well in Singapore. Ando Electric (T&M), Ticker 6847.J jumped 35% today, to close at 320 Yen . New Japan Radio, Ticker 6911.J also up to close at 450 Yen. Don't miss this boat. Price/Sales of 0.30 and lower are a closeout sale valuation. This is a GLOBAL INDUSTRY. valuations in such a context should even out accross the planet. New Japan Radio is one of the best "pure" semi plays in Japan. Unlike the conglomerates, it is more than 90% semiconductor related. And it is supplying stable demand pockets in 2 of its 3 business areas: linear ICs & mixed signals, motor control ICs. Only their GaAs & compound semi business has the same exposure to slack pockets of demand (opto, wireless) than its US counterparts: ANAD, FCS, AXTI etc.. best regards CROSSY