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Technology Stocks : Semi Equipment Analysis

SOXX 303.84

+1.3%

Dec 22 4:00 PM EST

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To: Proud_Infidel who wrote (5012)	8/22/2002 1:13:03 PM
From: Return to Sender	of 95622

From Briefing.com: 12:44PM Plexus Corp trading up: mistaken identity or just a strong market? (PLXS) 17.48 +1.12: Hearing some talk that stock is up on a case of mistaken identity, as JPM acquired a company called Plexus Group, which is privately held. We doubt this argument, however, as techs in general are trading higher, and PLXS comparable BHE is also up 1.35 to 30.35 today. 11:55AM RF Micro Device trades down on Nokia rumor (RFMD) 7.99 -0.71: We are hearing a rumor that RFMD has lost an unspecified NOK order to TQNT; while we can't confirm whether this is true or not, the stock is certainly trading down on the rumor; if this is true, it could potentially be a serious setback for RFMD, as the co's sales to NOK were $238.6 mln in FY02, or about 65% of rev for that year (per RFMD's latest 10-K). finance.yahoo.com^SOXX+ALTR+AMAT+AMD+BHE+BRCM+INTC+KLAC+LLTC+LSCC+LSI+MOT+MU+MXIM+NSM+NVLS+PLXS+RFMD+TER+TQNT+TXN+XLNX+^IXIC+^VIX&d=t The SEC seems to have no interest in really putting some teeth into their more hard line approach of late. We can always hope but I think it's just the good old boy system of protecting those with money who have been working the system for years. RtS

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