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We think most chip equipment stocks are fairly valued, but we like a couple of names that have moats: Applied Materials and ATMI.
Comanagers Charles Pohl and Diana Strandberg are discovering growth advantages for certain players in the semiconductor and mobile data spaces, particularly in emerging markets.
As valuations have run up in tech, we're staying focused on economic moats.
We take a closer look at India, Taiwan, and Malaysia.
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