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

To: Return to Sender who wrote (2190)	3/4/2002 8:45:41 PM
From: Crossy	Read Replies (1) \| Respond to of 95936

RtS, I think this rally IS FOR REAL, but this is just my opinion of course.. I'd hold on on TQNT. But not Cree - that looks to pricey for me. I would recommend a switch into MSCC. That is partnering with CREE.. On the US market I'm starting to like EMKR and ANAD. But as soon as Japan offers such "close out prices" I prefer to put my $$$ there. I love this. I opened a YEN brokerage account (I was able to trade previously) but the settlemt would have taken place in another currency. Well I plan to go on margin to buy more Japanese Stocks. And my margin debt will be dominated in YEN currency because of the account I plan to use for that. Now if there's a banking collapse and a devaluation I won't worry - I would win twice (stock and devaluation). Moreover the interest rates are 30% less than the currency I used to use for such endavours (swiss francs). Meanwhile in Tokyo, New Japan Radio is up another 4%, moving out of its congestion range, now trading around 620 (+25 Yen). Apart from linear and compound semis they have a strong position in motor and stepper control ICs. Think nanotpositioning and most of all think MEMS. This capability will be very important in the decade going forward.. Stay tuned. Semis are truly global. Japan is currently having discount closeout season. "everyday low prices" like in WalMart. Well, not for long I think.. all the best CROSSY