Down Goes the Dow?

Q: You say you like mid- and small-cap tech -- any names for us there?

A: First, let's start with sectors that I'm focusing attention on. The two that continue to be at the top of my radar are the semiconductor and the networking sectors. Looking among these sectors, companies such as Advanced Micro Devices (AMD ), KLA-Tencor (KLAC ), and ADTRAN (ADTN ) continue to show signs of upcoming outperformance.

The Good Business Issue
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