Technology --
Well, as was said here before, not even the CEO's of these companies know if there will be a semiconductor equipment slowdown or not. So, I'm betting on the natural cycle. The cycle of equipment and the cycle of investor infatuation.
I figure that investors will settle down in a few months once they see that the next US administration will not change things very much one way or another.
Also, mutual funds have more cash now then they have had in a long time. It will eventually reenter the market.
So over the past month or so, I have picked up a few semi equip stocks. ATMI yesterday. Others include -- AMAT, KLIC, ASYT, EGLS, ASTX/MKSI.
(And I still like NSM, KEM, VSH, APCC, CA,...)
I do not expect a bubbly increase in the stock prices, like last summer's. But you never know...
Any thoughts or other's that we should consider?
thanks
Grommit |
