Thanks, Keith. I've watched you dip your toe in the HAL waters, but I prefer to stay in the 'calm environs' of the semi-equips. This thread is among the best.
Speaking of which, I'd be interested in the thread's views on small-cap vs industry leaders. I've noticed in times of reversals, particularly recoveries, the big names generally move faster.
Thus, I would have expected AMAT, TER and NVLS to pace the upturn this time around. However, I've done far better with the 2nd tier, led by KLIC, MKSI, ATMI, ASYT and even little TRKN -- all up sharply since Sept lows.
All bests,
Jonathan |
