Xilinx Inc

At this point, it looks like more a blip than a roadblock.

A visual take on the term.

One new stock under coverage earned a narrow moat in January, while four other firms experienced fair value increases of more than 10%.

Despite the sector's pullback, these narrow- and wide-moat names look overvalued to us.

With volatility creeping back into the market and most technology and telecom names trading at or above fair value, we fall back on our moat methodology

Infrastructure buildouts mean higher demand for Altera's programmable logic devices.

Near-term winners include ATMI and KLA-Tencor.

High-quality large caps offer the most compelling valuations.

PLD chipmakers Xilinx and Altera operate in a compelling niche.

We examine key themes for the semiconductor industry in early 2010.

We review recent trends and developments in the semiconductor industry.

The end of inventory destocking.

How to play the cycles in the chip foundry industry.

We highlight which semiconductor stocks are attractive and which to avoid.

Market's response to downgrades is shortsighted.

Which stocks are hot, and which are not.

Industry group boosts already-favorable projections.

Programmable chipmakers make good long-term tech holdings-ùespecially after their solid quarter.

A lot of great companies have been laid low. Here's a shopping list.

Motorola leads off by topping earnings estimate.