Investopedia: Diversification Pays For AEIS

Although there are exceptions here and there, this is, by and large, a miserable time for companies in the semiconductor equipment and solar energy markets. So it would stand to reason that if companies such as Applied Materials (Nasdaq:AMAT) and First Solar (Nasdaq:FSLR) are having difficulties, Advanced Energy Industries (Nasdaq:AEIS) should be in trouble too. And yet, while these are not exactly banner days for this small component and subsystems company, business is holding up reasonably well, which gives me even more confidence for when the eventual recoveries take hold.

Please continue here:
http://www.investopedia.com/stock-analysis/2012/Diversification-Pays-For-AEIS-AEIS-AMAT-MKSI-AAPL1101.aspx