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What: Shares of commodity chip wrangler Diodes
So what: Analyst firm Collins Stewart says Diodes stands to gain business as gadget builders route their orders around damage from the earthquake and tsunami in Japan. The company has no manufacturing facilities in Japan and only minimal business exposure to that market in general.
Now what: What sounds like a reasonable investment thesis loses some of its power when you consider that Diodes is far from alone in its relative isolation from Japan. Head-to-head rivals Vishay Intertechnology
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