Why Semiconductor Equipment Makers are Growth Stocks


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The Street

By Brian O’Connell Real Money’s Brad Ginesin sees faster growth for the companies that provide chip makers the tools to make their products. Real Money’s Brad Ginesin is taking a hard look at semiconductor stocks. What he’s seeing goes against the grain with traditional Wall Street orthodoxy – boom and bust cycles may not be a factor with chip stocks. “When it comes to semiconductor capital equipment the cyclical boom and bust cycles may be a thing of the past,” Ginesin wrote recently on Real Money Pro. “The companies that provide the machinery to manufacture ever more sophisticated circuitry …

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