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Lam Research Corporation Message Board

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  • stockl2005 stockl2005 Feb 10, 2006 9:03 PM Flag

    Amat

    Rich Returns in Chip Equipment
    S&P's Colin McArdle sees good things ahead for the segment, thanks to new technology and chip-maker upgrades


    Chip-equipment stocks are shining lately. The S&P Semiconductor Equipment index has jumped 16.3% in the last 13 weeks (through Feb. 3), vs. gains of 3.1% for the S&P Information Technology index and 3.6% for the broader S&P 500. "We interpret the group's move as anticipation of ongoing improving business conditions and a prolonged up cycle," says Colin McArdle, who follows chip-equipment stocks for Standard & Poor's Equity Research.
    .....

 
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