SanDisk, Orbotech and Orckit: The Ties That Bind With Japan

Shlomi Cohen submits:

Trading this week will no doubt be influenced by events in Japan, events which are still unfolding. Nearly every high tech company has ties of some kind with Japan, but some of the companies held in my portfolio tracked by "Globes" have very tight connections.

Outstanding example are SanDisk Corporation (Nasdaq:SNDK), which has two large facilities in Japan and a third one in the process of being built, in collaboration with Toshiba (TOSBF.PK); Orbotech Ltd. (Nasdaq: ORBK) which is the leading supplier of inspection systems for the biggest LCD screen makers in Japan; and Orckit (Nasdaq: ORCT), which owns about $200 million worth of equipment across Japan, as the landline telecommunications infrastructure for KDDI, the second largest telecommunications operator in the country.

NAND flash chips are the exclusive data storage solution for all of Apple's (AAPL) iPods, iPhones, and iPads, and their rivals. The facilities of Toshiba and SanDisk, which

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