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
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