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Semiconductor Investments

Current Quotes -- Price quotes, charts, company news, & other info.  (Mutual funds, too.)

Prices -- Price quotes & other market information for semiconductor producers & other electronics companies.

Semi Industry Coverage

Company Performance -- Today's share price performance for leading semiconductor makers (arrayed from best to worst performance).  More.

SOX -- The Philadelphia index of semiconductor manufacturers.  SOX chart.   SOX company performance.

SEM -- Dow Jones semiconductor index plus the top-performing semiconductor stocks.  Another semi index.

Tech Stock Map -- Graphical depiction of today's market conditions, including semiconductor stocks.  Use your mouse to locate a particular company. Click on the map for more company information.

Semi News -- Semiconductor industry news coverage.  Semiconductor Online.  Semiconductor International.  Electronic News.  EE-Times.  The Register.   More news.  iAlfred news on semis. 

Bull Market -- Merrill Lynch analyst says semis are in a 3-5 year bull market (CBS, 11/11/99).  Another bullish report for semiconductor stocks (10/4/99).  Another bullish report (1/4/00). This report predicts a 3-year bull market in semis (7/23/99).  Another (2/18/2000).  This report is bullish on semiconductor equipment makers, who supply fabricating plants for semiconductor manufacturers.  Semi stocks break out on positive reports from analysts (2/29/00).  Long-term bull market in the technology sector.  Semi stocks have good times ahead.  The bull has a long time to run (7/9/00).  Semis will remain hot (7/10/00).  The forecast for 2001 looks good.  This analyst says that semis will remain strong thru 2002 (7/14/2000). No surplus of semiconductors for many years (7/28/2000).  Cont'd (7/31/00).  Semi demand remains strong until 2003 (8/7/00).  Not enough foundries & fabs to satisfy demand -- yet (Aug. 2000).  The boom in semis is driven by communications, not PCs (10/2000).  This report says chip industry growth is slowing (10/25/00).  Global semiconductor sales will grow by 37% in 2000 and 25% or more in 2001-2002, according to a forecast from the Semi Industry Association. According to SIA, the broadening worldwide demand for chips will moderate the semiconductor cycle and smooth profits.  Tech leaders boost semi growth forecasts for 2001.  Analyst says that semis will suffer a cyclical down-cycle in 2001-02, then recover in 2003.

Message Boards -- Semiconductor message boards.  Trade ideas with other investors.

Semi Mutual Funds

Semi HOLDRs -- Merrill Lynch security that represents ownership of 20 semiconductor companies. More info.

FSELX -- Price, performance, & chart for Fidelity Select Electronics fund.  FSELX moving average.  Analysis of FSELX from Morningstar. From SmartMoney.  Paul Farrell suggests buying FSELX to participate in the long-term bull market in technology.

JAGTX -- Price, performance, and chart for Janus Global Technology fund. Analysis of JAGTX from Morningstar.  Jim Cramer loves JAGTX.  Currently, JAGTX is closed to new investors.  

Technology Funds for Superior Returns -- Article in SmartMoney highlights FSELX and other tech funds.

Semi Stocks

CYPRESS Semiconductor -- Price chart for semiconductor maker.  CY-last 10 trades & options.  Daily CY news.  Recent CY mentions on TV.  CY outlook for 2000-2001.  Upbeat on CY.  News.  Powerful 2000-2002 earnings growth predicted for CY (3/17/00).  CY will be a big supplier of Bluetooth technology.  CY looks good for the future (10/17/00).  George Gilder picks CY (10/19/2000).

Applied Materials -- The leading semiconductor equipment maker.  AMAT's earnings soar.  News.  

Novellus -- Another leading semiconductor equipment maker. Analyst rates NVLS a strong buy.  News.  

Miscellaneous

Top Technology Stocks -- Red Herring's list of tech companies for the 21st century.

Broadband HOLDRs -- Merrill Lynch security that represents ownership of 20 companies in the broadband service industry. More info.

Updated: December 10, 2000