Hot Chips in a Cold Sector

While most semiconductor stocks missed the recent rally, S&P's Amrit Tewary finds a lot to like about Maxim and Linear Technology

Despite a neutral stance on semiconductor stocks in general, Standard & Poor's has found a few names to recommend, says S&P senior industry analyst Amrit Tewary, who rates Microchip Technology (MCHP ) a buy because of its leadership in the 8-bit microcontroller business. He also has buy rankings on Maxim Integrated Products (MXIM ) and Linear Technology (LLTC ), both high-end analog chipmakers. Tewary lists as accumulate International Rectifier (IRF ), which makes power semiconductors used to enhance performance and efficiency of electrically powered products.

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