The #1 in volume and profits in DRAM and CPUs respectively. Add the Tawainese 300 NM fabs and you come to realize that represents majority of semiconductor products that is shipping is coming off smaller geometry and even possibly 300 NM fabs.
AMGN and EXPE are flying AH. I couls see AMGN going higher but when shi* like EXPE goes higher no reason to be short IMO.