Just listened to a podcast last night from The Motley Fool Money called "Semiconductors 101". I have to say...
$ASML is wicked attractive. Apparently they have a monopoly on lithography machines/systems? Something that is essential to every single chip produced around the globe? I'm sure most people knew this already, apparently I've been living under a rock.
$ASML seems like a screaming buy for the long haul. Disclosure: I have no position in this stock...yet.
Oh yea, they pay a nice dividend too.