Very tough day with our 'focus' stocks.
Bright spots: PRIA, TER, NVLS, AMKR, SAWS, CY, TSEM, MU, AMD, INTC, LSI, ATML and MOT. Obviously, the Taiwan issues helped out the DRAM + Microprocessor companies and select Cap Equip companies.
CREE was looking real good then, wham! Major retrace.
EMC looked real good, too.
NOTE: DGII and PTIX came up in my daily searches as interesting possibilities. No position in either of these at this time.
I must say I was encouraged by how well GNSS held up late in the day. Recent star SIMG hammered.
GNTX topping? Stock has been pretty strong:
siliconinvestor.com |
