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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: Morris Catt who wrote (3194)	7/12/2002 9:37:21 PM
From: Crossy	Respond to of 37387

Morris, you are perfectly right to include FCS - my list was by no means complete. And course firms like NSM and MSCC shouldn't be forgotten either.. In fact FCS, NSM, ONNN and MSCC I would call the best values in US based semi firms. All others cited have way higher PRice/Sales ratios - the valuation yardstick I think is most important to seperate the good from the bad valuation situations in each industry I had FCS it was a double for me and I sold it around $28-29 level long ago.. Very low PSR that's what I like. In the last 2 years they bought an optoelectronic firm specializing in HB-LEDs among other devices (knowing that the wafer structures of LED compound semi wafers are entirely different from those of the same material that are used to grow HBTs, MESFETs and the like). I'm pretty familiar with this firm. A big player in analog semis, power semis and opto. MSCC bought Infinesse which was a famous compound semi foundry. Think they are in an alliance with CREE also. That was more than a 5-bagger for me when I bought it at $7 last time and sold in the high 30ies during the telecom boom that lifted many of my stocks.. <g> best regrds CROSSY BTW: There are even some GaN players in Japan. Sanken Electric (6707.J) has GaN capabilities. NJR (6911.J) is working on SiC projects. And Hitachi Cable (5812.J) is heavily into passive optics (WDM components), active optics (lasers) and wafers for advanced compound semi materials (GaAs, InP, InGaAs, AlGaAs etc..). However HCM's turnaround will lagg because improved demand for optoelectronic devices is perceived to be laggin by at least 2-4 quarters from now..