Charles F. Boucher


Bear, Stearns & Co.

CATEGORY: Semiconductors

STOCK PICKS: LSI Logic (LSI), Texas Instruments (TXN), National Semiconductor (NSM)

Semiconductor stocks, like the rest of the tech sector, haven't had an easy time since March. Many chip stocks have tumbled by a third in the past few months, and a few, including Conexant, have plunged as much as 70%. Bear, Stearns analyst Charles F. Boucher acknowledges that "investors had gotten ahead of themselves" this spring, but now he says it's time for another look.

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