Our current Semiconductor report contains a roundtable discussion with Dan K. Scovel of Tokeneke Research LLC,  Kevin D. Vassily of Pacific Crest Securities and Patrick Wang of Wedbush Morgan Securities. According to Patrick Wang the top of his list is MPWR;

Mr. Wang: When I think about best-of-breed technology, I think about a company called Monolithic Power. It’s my favorite small cap name. Hopefully it’ll graduate to mid-cap sometime soon. It[s one where these guys have just a very, very compelling, very cost competitive and performance competitive process technology, which allows them to essentially build chips that are cheaper, smaller and faster than a lot of the competitors out there.

Other companies mention in the rountable include: Intel (INTC); Micron (MU); Microsemi (MSCC); STEC (STEC); National Semiconductor (NSM);Texas Instruments (TXN); ON Semiconductor (ONNN); Linear Technology Corporation (LLTC)

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This entry was posted on Tuesday, September 1st, 2009 at 1:05 pm and is filed under Technology Stocks. You can follow any responses to this entry through the RSS 2.0 feed.