Many semiconductor company stocks have already started to rise, but watch for significant improvements in the second half, when profits return to those chip makers that survived the difficult downturn of 2011-13.

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Semiconductor manufacturer stocks are already starting to improve, but the real boom will occur next year, when profits return to all those chip makers who have weathered the storm.

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Moneta itself gauges its performance to the return on the blue-chip index.

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The market's reaction was to return to its blue-chip selloff, as the Dow Jones industrial average fell into negative territory, losing 23.05 points, or 0.3%, to 8.299.86, while the Nasdaq Composite index gained 1.6%, or 27.42 points, to 1, 792.34.

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In contrast, the blue-chip average has an average May-October return of 0.4%.

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However, the firm does not believe return customers at its UK stores were affected - or that chip and pin data in the UK was accessed as none is stored on the systems in Watford.

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Professor CHIP CASE (Economics, Wellesley College): The other sign of pending recovery and return to normalcy is bottom-fishermen.

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