GT Solar International, Inc. (SOLR)

[Opti Mist]

http://www.reuters.com/article/2011/05/04/varian-appliedmaterials-idUSN0430343020110504?type=bondsNews&feedType=RSS&feedName=bondsNews&rpc=43

Shares of Novellus Systems (NVLS.O), another chip-gear maker, jumped 6.5 percent to $32.92 as investors speculated that competitors plump with cash after cutting costs during the recession could make more acquisitions.

"Their business models are working pretty well right now, so what do you do with the cash? Maybe you buy back shares, or you can go out and try to buy a company that will offer you some opportunities to expand your market," said Pacific Crest Securities analyst Weston Twigg.

He pointed to Nanometrics (NANO.O), GT Solar (SOLR.O), Rudolph Technologies (RTEC.O) and Cymer (CYMI.O) as potential targets.