Radha - If you're interested enough to be a member of SI, why pay a mutual fund to invest in chip equipment co's? With commissions being so cheap, you will almost certainly make more money buying a basket of stocks and just holding it for 18 months. 80% of mutual funds underperformed the S&P 500 over the past 3 years.
I would definitely include the leaders (AMAT, KLAC, NVLS). I'd be shy of SVGI and IPEC. The people here will give you lots of (conflicting) recommendations, but I'd choose among ASMLF, CYMI, SFAM, PLAB, ETEC, COHU, KLIC, CMOS, LRCX, EGLS, ESIO, and a few others. TER is strong but the price is high due to its booming business in circuit test. |
