Wizard, I am on this kick of trying to identify which companies are going to benefit from the fact that chips are going to get MUCH more complex.. So I end up with companies like:
The people who build the equipment: AMAT, NVLS, etc.
The folks who make the photomasks DPMI
The folks who make specific test
instruments VECO
But especially SOC test instr.. LXX
And more cleaning steps, so GSNX
I figure, by picking these companies, I don't have to pick the winners among LSI, VLSI, MU, TXN, LSCC, etc, etc...the actual producers... MY list wins if ANYBODY makes the chips.. Being nice and simplistic, this fits the TSO approach to investing... but so far, it is working anyway! <g> Comments? Additions to the list? TSO |
