Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 299.81

+2.7%

Dec 19 4:00 PM EST

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To: Donald Wennerstrom who wrote (1603)	1/12/2002 6:52:14 AM
From: scott_jiminez	Read Replies (2) of 95617

<< SFAM was the place to be this week>> SFAM turned with the rest of the sector at the end September. Since Sept. 27, the stock is up 342.8571429%....give or take one millionth of a percentage point. 342%! TGAL is starting to display an equivalent rally. Perhaps this is more than simply a rally of the semi-equipment small- to mid-caps (versus the large-caps): maybe this is the year of a near perfect negative correlation between market cap and stock performance.

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