Kulicke and Soffa Industries, Inc. (KLIC)

[Stock]

This might be helpful to you:

http://seekingalpha.com/article/71684-building-a-kulicke-and-soffa-pyramid

"...So what to do? First of all, learn a little about the cycle and base investment decisions on probabilities. Look at the trading history of the company (See: A Silicon Canary Begins to Chirp, October 27, 2007). This article was written 7 years ago, but it could have been written this week since the basic investment ideas about the semiconductor cycle are contained in it. For that matter, Broadcom (BRCM), Vishay (VSH) and FormFactor (FORM) could also be traded using the same information, but I like KLIC the best. It is a "pure play" on the overall nature of the cycle because the single reason chipmakers buy bonders is they have a demand to meet. It's as simple as that..."