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 materials producer Entegris
So what: In the just-released second-quarter report, Entegris beat earnings and sales estimates but guided below Street expectations for the next quarter. The situation is also complicated by chip-making champ Intel
Now what: All is not doom and gloom in the chip-equipment sector, however. Tool builder MKS Instruments
Interested in more info on Entegris? Add it to your watchlist.
Fool contributor Anders Bylund has sold puts on Intel but holds no other position in any of the companies discussed here. The Fool owns shares of and has bought calls on Intel. Motley Fool newsletter services have recommended buying shares of Intel. Motley Fool newsletter services have recommended creating a diagonal call position in Intel. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool is investors writing for investors.