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

To: The Ox who wrote (3246)	1/14/2003 6:50:03 PM
From: Crossy	Respond to of 37387

Michael, thx for sharing your input on STOR and on compound semis. I loved your contribution wrt. to MOCVD on the Wennerstrom thread and immediately saved it. My provlem with many of the 2nd tier compound semis like AXTI, ANAD, KOPN, CLTK etc. is that they aren't EBITDA positive yet. And that's what I think the street is looking for: at least a cash flow positive situation. The only situation near cashflow break even are AMCC, VTSS and probably TQNT. One of them (was it VTSS ?) is even trying to establish a new business model - InP contract fabbing. I feel tempted to think that this de-coupling of the value chain for state of the art compound semi processes is the right thing to do and it should nicely add to market's size as fabless players should have it easier to operate - and there are a thousand points of activity blossoming in the backyard .... I view this is really significant. So I conclude I'd rather invest in VTSS, AMCC and probably TQNT than their smaller brothers at the moment.. cheers CROSSY

To: The Ox who wrote (3246)	2/17/2003 1:56:33 AM
From: Crossy	Respond to of 37387

re: Japan Update - NIEC (6974.J) - Nihon Inter Electronics niec.co.jp VERY ATTRACTIVE JAPANESE COMPANY Company Profile: Price / Sales 0.35 - Price / Book 0.9 - FY 2003 - forward PE of 16, FY 2004 expected PE of 9 detailed research analyisis can be found here: profiles.wisi.com Some new analysis of mine: Message 18590185 Interim statement posted by the company showing 15% sales improvements, swing back to profit for the first half of the current year and giving guidance to EPS of 18 Yen for the current fiscal year. Plus their midterm management plan together with some great insights from the strategy side is posted here: niec.co.jp best rgrds CROSSY