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

To: fedman who wrote (10182)	6/15/2005 7:40:44 PM
From: Crossy	Read Replies (1) \| Respond to of 37387

re: JAPANESE STOCKS Fedman, glad to see you here. Hope your handle (fedupfedman) doesn't indicate you finally came to dislike the job you're doing right now completely.. In Japan, could you divulge the general line of the pencheant of these hedgies ? Importers or exporters ? Financial or industrial ? I recently read some Industry Monitor publications on Japan that really took my by surprise as it looks like the semiconductor sector there seems to be on the verge of a boom. Few know that but Japan has a great bunch of cheapo undervalued speciality semis apart from the conglomerate types (Toshiba, Hitachi, Fujitsu and the like).. I would highlight the ANALOG and POWER SEMI companies, many from the second section: firms like NEW JAPAN RADIO SANKEN ELECTRIC NIHON INTER SHINDENGEN ELECTRIC HITACHI METALS SHOWA DENKO ASAHI KASEI ORIGIN ELECTRIC .... there are others and my old favourite - semi equip firm JEOL (in metrology) rgrds CROSSY