Charles F. Boucher

Analyst,

Bear, Stearns & Co.

CATEGORY: Semiconductors

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

WHY:
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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