2005 Review

In 2005 the GTI finished with a small gain, not far from being unchanged. But at the individual stock level, it had both large gains and large losses, ranging from NetLogic Microsystems (NETL) at +123% to LanOptics (LNOP) at - 64%. The big heroes of the year were the afore mentioned NETL and Corning (GLW), both of which were added to the list during the year. Well timed, GG. I guess we should be jumping on your new picks. The dregs of the list contain a number of Gilderland favorites. 2005 was a rough year for them. 

The company-by-company returns for the year are set forth below. As always, the return covers
only the time that the company was in the GTI.

Symbol

 Return

  Comment

NETL

123%

 added 1/28

GLW

81%

 added 3/25

BRCM

46%

 

NSM

45%

 

A

45%

 dropped 12/21

ZRAN

40%

 

AMD

39%

 

TXN

31%

 

TSM

27%

 

TERN

20%

 dropped 6/3

IKAN

9%

 added 12/21

INTC

8%

 

WIND

8%

 dropped 12/21

SIGM

6%

 added 12/21

GTI

5%

 

CHRT

4%

 dropped 2/11

QCOM

2%

 

SKM

2%

  in 2/11, out 12/21

ADI

-2%

 

FNSR

-4%

 added 12/21

EQIX

-5%

 

S

-5%

 

ALTR

-10%

 

CPHD

-12%

 

XLNX

-14%

 

KEYW

-16%

 

SYNA

-19%

 

JDSU

-21%

 dropped 12/21

FLEX

-24%

 

PWER

-33%

 

BWNG

-34%

 

SMI

-37%

 

MVIS

-49%

 

LNOP

-64%