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To: cordob who wrote (54)	2/15/2003 9:12:33 PM
From: Crossy	Read Replies (1) \| Respond to of 82

Cordob - re: Japanese and European players ? Do you have a "take" on Japanese players and those from europe ? I love analog semis and power semis and I have had some positions in those foreign manufacturers once in a while. Especially Japan seems to offer some good value here and the global sales base should mitigate any Yen problems.. let me exclude SemiEquips in the list: New Japan Radio (NJR, NJM) 6911.J 700Y PSR 0.55 - analog semis, biggest maker of opAmps www.njr.co.jp Nihon Inter NIEC 6974.J 260 Y PSR 0.35 - power semis - www.niec.co.jp Shindengen Electric - power semis Sanken Electric - analog semis, GaN Asahi Kasei - analog semis - owns AKM, 15% of their sales are analog ICs Mitsubishi Electric - 20% of revenues with semiconductors, PSR < 0.30 Telemetrix TMX.L - (London, UK) - around 50p, PSR 0.55, analog semis, comm chips best rgrds CROSSY