Hi RtS
would like to mention that I have updated the SOX page on my site www.chipstocks.net (RMBS out, MXIM in), the semi equipment makers now represent a little over a third of the velue of the index.
I wonder why you guys don't use the specific index for the semi makers,:
semi.org!OpenDocument
I have not yet very much researched this but am thinking of adding that to the info on the sox page of my site.
from the above: The global SEMIndex, which fell 0.85 percent the past five days, from 174.62 to 173.14, is a composite index of 66 global SEMI members in the U.S., Japan and Europe.
The global SEMIndex is comprised of 66 public semiconductor equipment, materials and related services companies with individual market capitalizations of $50 million (U.S. equivalent) or more. SEMIndex is updated every 1 to 2 minutes throughout the global trading day and maintained on SEMI's investor website, www.semindex.org.
SEMIndex differentiates the stock performance of global semiconductor equipment and materials (SEM) public companies from the SOX index, a more semiconductor-specific equity index comprised of 12 U.S.-only chip manufacturers and four of the largest SEM sector U.S. public companies. SEMIndex was initiated on January 4, 1999 at a value of 100. It is produced for SEMI by InvestorCom, Inc., New York.
Cheers Cor |