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To: TREND1 who wrote (3327)	10/22/2002 11:30:45 AM
From: paulj	of 29601

The SMH has about 20 stocks in it, but they are the cap weights of the SOX. The XLK has a much broader exposure to technology and more closely follows the NDX. SMH: Altera Corporation (ALTR) Atmel Corporation (ATML) KLA-Tencor Corp. (KLAC) SanDisk Corporation (SNDK) Advanced Micro Devices Inc. (AMD) Amkor Technology, Inc. (AMKR) Analog Devices Inc. (ADI) Applied Materials, Inc. (AMAT) Broadcom Corporation Cl.A (BRCM) Intel Corporation (INTC) Linear Technology Corporation (LLTC) LSI Logic Corporation (LSI) Maxim Integrated Products, Inc. (MXIM) Micron Technology, Inc. (MU) National Semiconductor Corp. (NSM) Novellus Systems Inc. (NVLS) Teradyne, Inc. (TER) Texas Instruments Inc (TXN) Vitesse Semiconductor Corporation (VTSS) Xilinx, Inc. (XLNX)

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