McDuck, re <<Let's get this thread back on topic, please.>>
How about picking the "best" stocks for the upturn (whenever that may be). Going back to the roots of Cary S's approach and the "magnificent 8(7)" one can start with that list. These companies have in common that they are relatively big and are in Silicon Valley:
AMAT, NVLS, LRCX, SVGI, KLAC, UTEK, EGLS
To these one could arguably add ETEC (also in Silicon Valley, but a different kind of play maybe), PLAB, DPMI, TER and, perhaps, PRIA and KLIC. "Relatively big" being the theme here.
Of course, arguments in favor of "small-clever" etc would be welcome.
PB |
