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Technology Stocks : Semi Equipment Analysis

SOXX 288.52

-0.3%

Nov 14 4:00 PM EST

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To: Donald Wennerstrom who wrote (1525)	1/3/2002 4:23:34 PM
From: scott_jiminez	Read Replies (3) of 95420

<<It has been quite a day so far - AMAT just hit a new daily high at 44.90.>> It was indeed a great day...but the stock to cite may no longer be AMAT. For example KLIC (surprise!) was up almost 12% today on ~4X normal volume and obliterated its 52-week high. The stock has ~doubled since 9/21/00 and has been a leader since I started the 'Hubris-SEM' portfolio over 15 months ago: KLIC +43.1% KLAC +22.5% ASMI +19.5% LRCX +18.5% NVLS -7.9% TER -12.7% AMAT -28.2% AMKR -32.3% ASML -43.0% Group -2.3% siliconinvestor.com

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