Some markets like networking look like there is plenty of room for growth. Money managers are buying not just one company in some of these markets, but all the players, since they seem room for multiple players. Fund Manager Kevin Landis made a fortune over the past year buying just about every communications chip stock. But a year ago, prices were low. I can't recommend particular stocks.
Fund managers think it has great prospects.
Jon Gruber, perhaps one of the smartest fund managers in San Francisco, says the head of Vitesse is the smartest CEO he knows. Still look at some other stocks. HI Marcy, I wondering what industries use semicondoctors. That's why its such a hot sector. Chips go into everything.