Investor2,
Yes, I have heard of ONTK. ONTK, IPEC, and SFAM are the leaders in CMP, a relatively new and rapidly growing segment of semi-equip tools.
My list was created last June when semi-equips were falling. It was limited to Silicon Valley stocks, ONTK is a SV stock, and was made up of market leaders, AMAT, KLAC, LRCX, and NVLS, and stocks with very strong cash positions and excellent balance sheets, EGLS, SVGI, TNCR, and UTEK. When I made the list, I explained that I did not, necessarily, have a negative opinion of any stock omitted.
Cary |
