Q: Thoughts on SGH, KLIC, and NVMI for semiconductor exposure?

Q: Do you see see an upside potential in the above companies - short term - 6 months to a year - 20% gain in stock price? Thanks.

Q: Kulicke and Soffa KLIC.us, a provider to the Semiconductor industry, looks interesting. I wonder about its vulnerability to cheaper imports. Does KLIC have a domestic SERVICES business insulated from foreign companies? Does it have good free cash flow and manageable debt? Is KLIC subject to cyclicality as extreme as foundries are? I hold LAM Research LRCX so would I be duplicating with KLIC, do you think?