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buyupside.com Semiconductor Equipment Portfolio
The buyupside.com semiconductor equipment portfolio includes
eight large and small companies that are engaged in providing equipment
and services to manufacturers of semiconductors.
Stock prices of the semiconductor equipment companies are very cyclical
and often lead the semiconductor price cycle. So prices of the semiconductor
equipment companies often turn to the upside or to the downside before
the prices of the semiconductor manufacturers change direction.
| buyupside.com
Semiconductor Equipment Portfolio |
| Company |
Stock Symbol |
Products |
| Applied Materials |
|
Integrated circuit fabrication equipment.
|
| Asyst Technologies |
|
Automation systems for semiconductor
and flat-panel display manufacturing. |
| Credence Systems |
|
Test and diagnostic systems. |
| KLA-Tencor |
|
Yield management and process monitoring
systems. |
| Kulicke & Soffa |
|
Equipment, packaging materials, and
test products. |
| LAM Research |
|
Equipment used in the fabrication
of integrated circuits. |
| Novellus Systems |
|
Integrated circuit fabrication equipment.
|
| Teradyne |
|
Test equipment and interconnection
systems. |
| The chart of the portfolio weekly values shows
the very cyclical nature of the semiconductor equipment stocks.
Since 1995 twelve major price cycles have occurred.
Because these stocks move with the semiconductor cycle, do not
buy and hold these stocks for long periods. Rather buy and sell
them with each price cycle. For example, the portfolio gained ten
fold on the upside of cycle 3 that started in October 1998 and ended
in April 2000. Use the Price
Direction Indicator (PDI) to spot the price upside and downside
of each cycle.
The portfolio values assume $1,000 of each stock was purchased
on January 3, 1995. |
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Updated July 3, 2007.
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