Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 327.01

+2.5%

Jan 16 9:30 AM EST

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To: Gottfried who wrote (62540)	3/31/2002 6:03:52 PM
From: Donald Wennerstrom	Read Replies (1) of 70976

I looked at the referenced stock chart for AMAT/SOX. Thanks for "setting it up" since then I could easily substitute other stocks for AMAT and get another ratio.<g> While it is true that the AMAT/SOX ratio is approaching its previous high, it tends to show how AMAT is becoming a more "influential" member of the SOX as the years go by. Checking the ratio of KLAC and NVLS to the SOX shows the same type of rising influence over the past years/months. Only TER of the semi-equips has not shown a rising influence in the SOX index over the past few years. By contrast, several other members of the SOX have lost influence over the years. One example is MU, which in 1995 comprised 15 percent of the index and is now hovering around the 5 to 6 percent mark. Another example is LSI which was around 10 percent of the index in 1995, but is now down around 3 percent. It is rather interesting to speculate on how much longer this trend might continue. If I knew the answer, I might be able to make some money on the trend.<gg> Don

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