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Technology Stocks : Semi Equipment Analysis

SOXX 294.38

-1.0%

Nov 7 4:00 PM EST

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To: Return to Sender who wrote (1298)	11/27/2001 7:53:12 PM
From: Donald Wennerstrom	Read Replies (2) of 95385

I thought it was a rather interesting day for the SOX today. Three of the 4 semi-equips in the group, AMAT, KLAC and NVLS, along with some help from INTC XLNX and MU, and a tiny bit of help from TXN gave the SOX a gain for the day. The 3 named semi-equips were "on fire" today and were really the "big engines" that made it happen. TODAY'S SYMBOL COMPANY CHANGE KLAC KLA Instruments 2.12 AMAT Applied Materials 1.91 NVLS Novellus Systems 1.48 MU Micron Technology Inc 0.55 INTC Intel Corp 0.44 XLNX Xilinx Inc 0.40 TXN Texas Instruments Inc 0.13 TER Teradyne -0.11 LSI LSI Logic Corp -0.15 LSCC Lattice Semiconduct Cp -0.34 AMD Advanced Micro Devices -0.35 NSM National Semiconductor -0.36 LLTC Linear Technology Corp -0.37 MOT Motorola Inc -0.45 ALTR Altera Corp -0.55 RMBS Rambus Inc -0.68 TOTAL 3.67

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