Tundra Semiconductor

If you are in semiconductors, you want to be in the high-end ones.

Ranks below half in the model at 416. Recently bought shares as the most recent reported earnings were up 11%. Based on forecasts, they are expected to be up 44%.

(A Top Pick Nov 9/05. Up 8%.) When he picked these stocks, he was trying to play the Christmas bounce. All 3 failed to materialise. Needs more base building.

In the business of connecting chips on the motherboard of computers and servers. They stumbled and competition moved ahead. In the meantime Rapid IO is coming up and they are well positioned in that.

All his picks are for a seasonal Santa Claus rally trade. If they move 20%, say thank you and get the heck out. The information technology stocks have been badly beaten up over the last several months, but from the seasonal standpoint, they are beginning to look positive.

The company had a poor last quarter and they are supposed to be flat for the next year. Likes the company. Too expensive.

Not one of his favourites. Made some acquisitions in the last couple of years and driven their top line and the profitability, but there has been so many difficulties in the semi-conductor stock performance. Still too early to be in this sector.

Looks like it's starting to turn the corner. They sell a lot to the networking communications equipment business which has been slow. Given their cash levels, it looks like their revenues are starting to turn higher. If you are willing to take some risks and be in the technology sector, this is one one of the better plays.

Liked technology management and balance sheet, but wont buy now because of RRSP.

Looks interesting. Has been hurt with the semi-conductors and they have been buying semis. Model price of $21.84.

Semiconductors have dropped. Thinks there's been an over-reaction. Not a bad entry point.

Good growth, but pulling back. 60% earnings growth. ATI would be a good switch.

Semiconductor sector is poised for a little bit of growth. A well-run company.

Currently doing very well. Revenues are rising in the sector. Outlook is reasonably favorable.

The stock has made lower lows in the last couple of months. There has been a strong downtrend over the last few months. It is matching the sector. Reaching a point where it needs to find support.