3.0%

has done well for me for a long time

But you can also buy the roaring tech components of the materials that the Chinese are buying. Here I am talking about, again, Taiwan Semi (TSM) as well as Analog Devices (ADI) -- not done yet -- and perhaps the most explosive of all, SanDisk (SNDK), which is the quintessential gadget company that has been overlooked for ages.

That's easily extrapolated to just about every semi and handheld business from Research In Motion (RIMM) to Analog Devices (ADI) to Apple (AAPL) and Skyworks Solutions (SWKS).

Market Perform - Price 16.10 on Dec. 1
by First Global Securities

Downgraded from Outperform: Sharp reductions in the capital-equipment budgets of OEM [original-equipment-manufacturer] and distribution customers [is expected] to continue until the economy stabilizes. Strategic rebalancing, product divestments, manufacturing consolidation and reduction in variable compensation and discretionary costs [is what should] drive down operating expenses. Market cap: $5 billion.

3.8 %

involved in nanotechnology and MEMS technology with their 3-axis accelerometer, a motion signal processing product, and consumer applications of nanotechnology.

Wave Goodbye to ADI
Analog Devices beat analyst estimates in the second quarter, but the stock still sank. RealMoney.com contributor David Peltier says the integrated circuit maker may be a better buy at a lower price.

Click here to watch the video.

Goldman Sachs said it is upgrading Analog Devices (ADI) to Buy from Neutral based on strong position realtive to other analog stocks. See heavy exposure to instrial end markets as major positive. Price target upped to $34 from $28.

Personal knowledge of business