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The ten are AMAT, CLF, APA, KLAC, VRSN, LM, TER, ADI, NVLS and LLTC.
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Other competitors in the technology sector include: Analog Devices (ADI), Intersil Corp (ISIL), and Linear Technology (LLTC).
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Covello today cut his ratings on Analog Devices (ADI), Linear Technology (LLTC), Lam Research (LRCX) and KLA-Tencor (KLAC) to Neutral from Buy.
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Consider the two strong entrants in analog semiconductors, the devices that monitor and amplify signals: Linear Technology ( LLTC, 31) and Maxim Integrated Products ( MXIM, 27).
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On the demand side of the equation, Webster says chip companies with the most exposure to the Japanese market include Altera (ALTR), Analog Devices (ADI) and Linear Technology (LLTC).
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Of the top ten in 2010, eight were in the top ten in 2009 ( Microsoft was No. 11), and five ( LLTC, DNB, CB, GILD and MSFT) were in the top ten in in 2005.
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Gurus focused most of their selling fury on technology stocks, starting off in the chip sector by cashing out of semiconductor equipment company Applied Materials (nasdaq: AMAT - news - people ) and integrated circuit maker Linear Technology (nasdaq: LLTC - news - people ).
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Besides being bullish on tech bellwethers like Microsoft (nasdaq: MSFT - news - people ) and Cisco Systems (nasdaq: CSCO - news - people ), Gurian also says to buy integrated circuit maker Linear Technology (nasdaq: LLTC - news - people ) and publishing software company Adobe (nasdaq: ADBE - news - people ).
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