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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Jacob Snyder who wrote (51227)3/2/2011 1:54:59 PM
From: Jacob Snyder2 Recommendations  Read Replies (4) | Respond to of 95378
 
List to buy next downcycle: (in semi, semi-equip, solar-equip, LED-equip)

Criteria:
1. dominant market share in a non-commodity industry with high barriers to entry; monopoly or duopoly
2. cash >> LT debt
3. gross margins >40%, 5-year average
4. stock tripled or better, 2008-2009 low to 2010-2011 high

Tentative list:

AIXG in LED equip
ALTR in programmable logic
ARMH in SOC
ASML in lithography
CYMI in lasers
KLAC in metrology
KLIC in bonding equip
LRCX in etch
VECO in LED equip
VSEA in ion implant
XLNX in programmable logic

Considering for list:

AMAT in several semi-equip segments and solar-equip; stock hasn't tripled
INTC in server, PC chips; stock hasn't tripled
QCOM in CDMA wireless; stock hasn't tripled

Any I should add (or subtract) from this list?