Hi RtS,
What's on your radar these days in the semi eq sector? I have a group that I watch as a gauge for the sector which includes large, small and micro caps and different subsegments. Not all are "pure play" eq's, as some are wafer makers and materials companies:
NVLS, TER, KLAC, KLIC, AMAT, LRCX, PRIA, FSII, ASYT, VECO, MTSN, EGLS, SFAM, TWAV, ENTG, AMTI, ASML, INTT, UTEK, AXTI, PLAB, TRKN (I'll also review Don's weekly list for others to include)
I've been thinking that I need to update this group and add a few more "pure play" equip cos.
Also, you might want to look at BTUI, it appears to be on the move north. (no position) Steady since end of Nov.
mh |
