Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of semiconductor equipment manufacturer Kulicke & Soffa
So what: The tech industry, and semiconductors in particular, has been a bright spot so far in the recovery. Slipping revenue for the semiconductor equipment players could be an indication that semiconductor manufacturers such as Intel
Now what: An analyst from Deutsche Bank
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