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Technology Stocks : Semi Equipment Analysis

SOXX 299.67

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4:00 PM EST

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To: Donald Wennerstrom who wrote (1470)	12/22/2001 6:25:14 PM
From: Morris Catt	Read Replies (1) of 95406

There was one other big factor that came into play on 1/3/01 and that was the surprise (?) Fed cut in FF rate by 50 basis points and the discount rate by 25 basis points. How much of the $10/share jump in AMAT, etc do you think was due to the Fed's action? Mac

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