Texas Instruments acquisition of National Semiconductor will boost share prices of most semiconductors due to consolidation in the industry and evidence that the industry is booming.
Sandisk, STEC, MU are good picks.
I think the iPAD story is overblown, and the downgrades by the analysts are uncalled for. The tablet market will remain the new hype for this decade, just as the PC revolutionized the TECH sector from 1995 to 2001.
With that, SOXL is trading hot now. This is the leveraged ETF for Semiconductors.
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