Intel chip delay forces shift to using more outside factories, shares drop

Di Yao has outperformed 93% of his competitors by picking unknown stocks or big names the market doesn't understand. He details 3 of his favorite bets. (MSFT, SE, AMAT, PGTYX)

· Putnam's Global Technology Fund has outperformed nearly all of its peers over the last five years.
· Di Yao, the fund's..