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Technology Stocks : FSII - The Worst is Over?

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To: Donald Wennerstrom who wrote (2639)5/9/2000 7:15:00 PM
From: geoffrey Wren  Read Replies (1) of 2754
 
Donald, I have been unable to find any information on the S&P Semiconductor Equipment Index. I would surmise it is a weighted index, with AMAT being a large component, based on how it seems to have a strong correlation to AMAT's movements. Personally, I prefer as a reference an unweighted index, since as an investor I am not going to hold more AMAT than COHU, simply because AMAT has a much bigger market cap. (Actually I don't even own AMAT, but that is another issue). One of these days YAHOO will have more information on the index, I hope.
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