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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Clint E. who wrote (27399)	7/21/2000 4:58:11 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 68204

I bought a partial position in TXCC for a possible post options expiration pop. It got 3 upgrades today with targets of $135 and $150. It announced a split. Looking at the options, it need to finish between 85 and 90 to cancel the most calls. There is not much put open interest. Close was 84 1/2, so mission complete for option sellers. I still need to hear the call, but on the surface the numbers look good.

To: Clint E. who wrote (27399)	7/22/2000 3:34:19 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 68204

Clint, AMCC conference call summary. Limited amount of time so no transcript. Rev 74.2 mil, up 134% Y-Y, 30% Q-Q Income 29.9 mil 217% Y-Y, 35% Q-Q BTB 1.35 Backlog $172 mil, expect to ship 72.4 mil in next 3 months, 100 mil in next 6 months Communications segment grew 177%, Y-Y, 30% Q-Q, was 83 % of revenue versus 70% year ago Non-communications segment growth same as last year Gross margins 74 percent up from 70 percent due to communications margins R&D expenses 19 percent of sales up from 18 percent SG&A dwon to 14.1 percent from 15.3 percent last Q Operating margines 40.4 percent versus 38.9 last Q Tax Rate 34 percent, same for rest of year Cash 974 mil, up 20 mil Turns 7.0 versus 5.6 last Q DSO's 46 versus 40 last Q Non NT rev up 50 percetn Q-Q, 180 percent Y-Y OC48-OC96 wins with ALA, CIEN, CSCO, Hitachi, SCMR, JNPR, TLAB 13 customers exceeded 1 mil OC192 grew from 300,000 to 5.3 mil dollars Q-Q Framers grew from 3.3 mil to 8.8 mil NT 37 percent of revenues Q, revenues up 10 percent Q-Q for NT business Just starting to ramp on many new products Most of margin increase is due to external outsourcing of production BTB Communications products .............1.4 BTB OC192 ................................................2.5 BTB Framers .............................................2.0 Record design wins, value of wins are view from life time value point of view, assumes design times of 12 to 18 months, but 5 to 8 year product life cycle 1999 wins added 600 mil in future value 200 wins will add 1 billion dollars of value in June alone we added 800 mil in future value LU and NT design wins: 58 in LU, 51 in NT, have not seen the big ramp in these products yet Wins in CSCO, TLAB and SCMR too. ASP's rising and expected to climb due to density and speed demands. In the 13 key suppliers of OC192 sub-systems, AMCC has wins in 10 of the companies and expects to win the last 3. OutLook: Expect rev to grow in 20 percent range, demand high near term, execution will be the issue not demand Expect expanded bookings. Expect increased grosss margins (WOW!) Expect gross margin of 75 percent going forward. R&D expenses will be up due to acquistions and hirings SGA 14 percent going forward 75 percent of internal Fab being utilized Have secures SiGe fab capacity from IBM, and garanteed CMOS capcity, delivery times not gauranteed though. DSO at 46 due to 30 percent of rev being shipped late in the Q, DSO guidance for 45 percent SiGe rev 6.7 mil, 9 to 10 percent of rev, CMOS rest of rev See tightening of foundary capacity in 2H of year, not like 95 capacity crunch though, will not be terrible, scheduling is the risk, demand not a problem No new 10 percent customers, NT and Insight distributor only 10 percent customers. 19 percent of rev due to domestic distributors Rev by segment OC192 - 5.3 mil OC48 33.9 mil, mostly non NT demand, IC48 should continue to ramp going forward OC12 14.8 mil Cycle time of SiGe design is several months, expected not to limit rev's, not a near term issue OC192 customers? many, not 2 but not 30, could ship more if they had it Lead times? no change. problems is with customers not scheduling requirement properly not an AMCC issue Booking numbers: This Q Last Q OC192 13 mil 2 mil Framers 14 mil 10 mil Yukon product? Excellent response so far, no product rev's ASP's up across the board for OC48 and OC192. Shipped 100,00o units of gigabit ethernet ports New design should have higher ASP's OC48 ASPs will be down in 3 years.

To: Clint E. who wrote (27399)	7/22/2000 4:06:05 AM
From: Johnny Canuck	Respond to of 68204

Finally getting a chance to catch up on some news. This story is from last week, but it sure indicates the market players are under some stress. ****************************** JULY 17, 2000 Downgrades Provoke Death Threats for Analyst By Mark Veverka Talk about shooting the messenger. An extremely disturbing development has occurred out here in the Wild, Wild West of Wall Street. If nothing else, it illustrates that too many unseasoned tech investors may be way over their heads in this frothy-yet-increasingly-frustrating market. After issuing downgrades to four semiconductor stocks on July 5, a sell-side chip analyst, Jonathan Joseph of Salomon Smith Barney, received a series of death threats from, we gather, unhappy, if not unbalanced, campers. At first, the equity researchers and clerks that toil for Solly in San Francisco took the missives rather lightheartedly. But the eerie e-mail and telephone messages persisted, and giggles gave way to bodyguards, says a Salomon employee. "I originally thought it was a joke, but then I saw some of the e-mails," the employee says. For example, "We know where you work and we have a bullet with [Joseph's] name on it." The threats, "clearly not from institutional clients," says the employee, sent such a chill through Solly's high-rise offices on California Street that San Francisco's Finest were summoned to the scene. Official reports were presumably filed while the men in blue kept tabs on the situation. Shortly after the initial threats, Solly hired bodyguards to protect Joseph and his staff. They remained in place until late last week when the tension finally subsided. Telephone calls by Barron's to Joseph and a colleague, Clark Westmont, were not returned. This certainly wasn't the first time investors have taken exception to an equity analyst's research note. But in a day and age when professional football players allegedly hire hitmen to murder the mothers of their unborn children and self-proclaimed patriots blow up government buildings filled with innocent children, who would dare accuse Solly of overreacting? Not us. In fact, we can just peer out our window to find a stark and painful reminder of a similar horror. Adjacent to Dow Jones' offices here sits the 101 California Street office tower where 7 years ago a mad gunman opened fire on an office floor filled with attorneys, killing 8 people and wounding 6 others. That same tower today, ironically enough, is home to many of our brokerage and investment-banking friends. More recently, of course, an enraged day-trader in Georgia opened gunfire on his fellow traders, reminding us that the possibility of a deranged investor "going postal" is a tangible reality. "My reaction initially was that I was totally shocked. My jaw dropped," says William Fleckenstein, manager of a prominent Seattle-based hedge fund known for shorting. "But after further thought, I said to myself: 'I'm not the slightest bit surprised. Things are so out of control.' " What Fleckenstein means is that valuations and sell-side recommendations are as out of control as some of the human behavior being triggered by the market. Many investors have become so spoiled during this ebullient bull run that they expect stocks to rise on bad news as well as good news, says the shortseller, who also pens a column for the Silicon Investor Website, where he reported word of the death threats. The short-seller thinks there needs to be more balance restored to markets. Sell-side analysts need to create more distance from management, and the widely accepted practice of managing earnings needs to be scrutinized more closely. He also suggests that stock analysis needs to take back some independence from investment banking in order to regain credibility and provide objectivity to markets. "It's not just those dollars from corporate finance" that inspire analysts to publish rosy reports, Fleckenstein notes. "Now if you issue a neutral rating, you get death threats." What kind of report could trigger such a violent response? Solly's Joseph, after conferring with his research colleagues who cover related areas like semiconductor capital equipment, downgraded the semiconductor sector from "outperform" to "neutral" the day after the July 4 holiday weekend. Joseph cited "slowly reversing industry fundamentals" in his downgrade of the heavily cyclical chip sector. The published research note came on the heels of what one Solomon employee calls, "an informal conference call," held with select clients during the week of June 26. During that call, Joseph pointed to a possible weakness in demand for mobile phones, of which semiconductors are key components. After being challenged on the call to some degree, the analyst did some more digging and conferring with his cohorts to see if he was indeed on track. In fact, Joseph was even more convinced of a likely glut in these chips, hurting the likes of Texas Instruments, one of the top makers of semiconductors in the world. At that point, Joseph "was sort of forced to take a formal stand" and publish a bearish note, the Solomon employee says. In the report, the analyst hung the equivalent of hold ratings on Texas Instruments, Advanced Micro Devices, National Semiconductor and Silicon Storage Technology. Share prices of this unfortunate gang of four suffered after the verbal warnings to Solly clients. Most recovered a fair amount of ground by Friday. Silicon Storage Technology was an exception, closing on July 3, a sleepy trading day, at 99 and plunging nearly to 84 on July 5 in reaction to the note's being published. SST closed Friday at 86 15/16. (For more on these and other tech stocks, see TechStorm.) Conspiracy theories abound suggesting that Joseph timed his bearish note after the holiday in cahoots with shorts, who allegedly caught wind of the downgrade early and capitalized on the call. Of course, as we have been chiding sell-side analysts to be more discerning, we would prefer not to give credence to any of this. Instead, take the note for what it's worth and applaud Joseph for his fortitude and independence, especially in the face of the lunatic fringe.

To: Clint E. who wrote (27399)	7/24/2000 4:52:42 AM
From: Clint E.	Respond to of 68204

7/21, options expiration, 4094 @ 1.6B price-sorted Symbol Last Trade Change Volume Avg Vol Open Day's Range 52-week Range P/E SDLI Jul 21 442 5/16 +14 1/4 +3.33% 7,832,400 4,907,181 420 416 1/2 450 5/8 28 7/8 450 5/8 589.75 GLW Jul 21 283 1/4 +7 5/8 +2.77% 1,922,000 2,430,000 280 275 1/16 286 60 5/16 286 106.48 CHKP Jul 21 251 +7 3/4 +3.19% 1,793,900 1,597,136 243 236 13/16 252 7/8 28 13/16 295 161.94 BRCM Jul 21 229 15/16 -5 41/64 -2.39% 3,257,200 5,620,818 232 3/4 227 233 1/2 50 3/4 261 9/16 343.19 SONS Jul 21 225 +25 +12.50% 581,000 N/A 200 196 1/2 238 32 238 N/A PMCS Jul 21 207 1/8 -4 11/16 -2.21% 2,028,400 5,475,818 208 1/2 203 1/2 209 13/16 34 15/16 255 1/2 243.68 BRCD Jul 21 199 7/8 -1 15/16 -0.96% 1,405,900 2,875,772 201 3/4 196 5/8 201 13/16 21 3/4 211 1/4 908.52 AFFX Jul 21 193 9/16 +3 1/4 +1.71% 578,200 994,227 188 1/4 187 3/4 199 3/16 61 3/4 327 N/A BBH Jul 21 188 +4 1/2 +2.45% 387,100 N/A 182 1/4 182 1/4 189 7/16 102 244 3/4 N/A AETH Jul 21 183 +6 1/2 +3.68% 1,180,600 1,279,363 173 7/8 171 7/8 187 9/16 41 1/8 345 N/A VRSN Jul 21 180 7/16 -6 1/16 -3.25% 2,217,400 4,049,863 184 1/2 177 3/8 186 27 1/4 258 1/2 N/A PDLI Jul 21 165 +1/2 +0.30% 677,700 969,818 163 7/16 163 7/16 172 15/16 21 3/4 338 N/A HGSI Jul 21 162 1/2 +3 1/2 +2.20% 2,145,900 1,695,227 161 1/8 160 1/8 169 25 232 3/4 N/A JNPR Jul 21 160 13/16 -8 1/8 -4.81% 3,377,700 4,893,863 165 3/4 160 1/2 166 1/4 22 13/16 181 1/4 1148.66 AMCC Jul 21 159 3/4 +1/2 +0.31% 3,302,500 5,244,000 158 3/16 155 1/2 165 7/8 19 7/8 167 15/16 285.27 SEBL Jul 21 158 9/16 -15 5/8 -8.97% 6,861,200 4,305,363 165 158 3/8 167 3/4 24 3/16 194 11/16 344.70 WEBM Jul 21 157 3/8 -12 5/8 -7.43% 115,000 319,045 165 154 3/16 168 3/4 44 1/2 336 1/4 N/A EXTR Jul 21 157 +8 3/4 +5.90% 4,352,800 1,685,681 143 1/4 142 5/16 158 7/8 42 3/8 158 7/8 356.82 MUSE Jul 21 156 7/8 -1 1/8 -0.71% 920,500 601,681 158 152 3/4 160 1/2 20 206 522.92 CIEN Jul 21 155 7/8 -8 1/16 -4.92% 2,851,500 5,550,772 161 15/16 155 162 5/8 29 1/16 189 916.91 TSTN Jul 21 154 1/4 -5 3/4 -3.59% 427,600 277,818 158 1/2 143 160 46 214 145.52 DNA Jul 21 153 5/16 +11/16 +0.45% 1,145,100 1,176,863 154 152 5/8 155 1/2 63 245 N/A AVNX Jul 21 152 5/16 -1 61/64 -1.27% 1,317,700 1,307,318 154 7/16 146 164 1/2 47 3/8 273 1/2 N/A VSTR Jul 21 149 3/4 -3 1/4 -2.12% 2,893,800 1,992,409 152 7/8 148 5/16 153 1/4 34 5/8 161 N/A INFY Jul 21 147 63/64 -8 17/64 -5.29% 117,900 122,954 155 1/4 145 1/16 155 1/2 36 5/8 375 259.62 ITWO Jul 21 144 1/8 -2 13/16 -1.91% 3,021,700 3,554,227 142 9/16 140 3/8 146 9/16 13 1/16 223 1/2 N/A ATON Jul 21 143 3/4 +9 7/16 +7.03% 2,874,700 905,863 138 138 147 3/4 41 147 3/4 N/A NUFO Jul 21 141 5/16 +4 11/16 +3.43% 268,700 N/A 134 133 1/2 145 9/16 40 150 7/16 N/A RBAK Jul 21 139 3/8 -5 11/16 -3.92% 1,929,400 3,200,000 144 1/8 137 3/4 148 11/16 35 3/4 198 1/2 6968.75 SCMR Jul 21 138 3/4 -1 1/4 -0.89% 1,990,500 4,368,590 139 11/16 135 142 1/4 47 1/4 199 1/2 143.04 CREE Jul 21 138 7/16 -9 9/16 -6.46% 631,500 733,454 149 7/32 138 1/4 149 1/4 23 1/2 202 187.08 YHOO Jul 21 138 5/16 -1 1/2 -1.07% 5,299,200 8,816,545 138 1/8 137 9/16 140 3/4 55 250 1/16 363.98 INTC Jul 21 138 3/16 -4 1/2 -3.15% 16,043,300 21,923,590 142 1/8 138 1/16 142 1/4 62 3/4 147 1/2 59.82 STOR Jul 21 137 1/4 -3/4 -0.54% 582,000 N/A 139 1/4 134 3/8 154 3/16 82 154 1/4 N/A JDSU Jul 21 134 13/16 +6 11/16 +5.22% 64,835,500 20,789,136 126 41/64 126 1/8 137 5/8 19 5/16 153 3/8 N/A ADBE Jul 21 134 11/16 -2 9/16 -1.87% 1,844,600 1,860,590 136 3/16 131 3/8 138 1/8 41 1/4 143 5/16 60.94 GSPN Jul 21 133 15/16 -4 5/64 -2.95% 670,700 1,116,636 138 128 1/8 138 5/16 14 5/16 167 N/A SWCM Jul 21 130 1/16 +9/16 +0.43% 321,200 329,863 128 3/8 127 1/2 131 22 1/4 155 N/A SEPR Jul 21 129 13/16 +4 3/8 +3.49% 625,000 733,818 125 7/16 124 3/16 131 32 3/8 140 N/A INKT Jul 21 129 3/4 +5/16 +0.24% 2,242,800 3,203,136 128 15/16 128 7/16 135 43 11/16 241 1/2 N/A SAPE Jul 21 129 3/4 +7/8 +0.68% 639,400 901,772 125 1/4 122 9/16 130 7/8 26 1/4 151 3/16 219.92 MNMD Jul 21 124 13/16 +1 9/16 +1.27% 132,300 300,454 122 3/8 122 1/4 127 7/8 50 1/8 144 1/8 138.68 ARBA Jul 21 124 13/16 -9 1/16 -6.77% 5,065,800 6,064,909 131 15/16 124 1/2 134 16 9/16 183 5/16 N/A HWP Jul 21 124 -6 -4.62% 7,495,300 3,544,227 127 1/2 120 1/2 129 9/16 67 156 38.63 NMSS Jul 21 122 7/8 -4 3/16 -3.30% 270,100 267,590 125 3/8 120 3/4 126 8 3/4 136 15/16 N/A ANEN Jul 21 122 3/8 -10 13/16 -8.12% 275,400 179,318 130 1/4 121 3/4 130 15/16 15 1/8 142 3/4 128.37 ARTG Jul 21 121 +1 +0.83% 806,200 1,070,500 119 3/8 114 1/2 123 5 1/8 126 7/8 N/A VRTX Jul 21 120 3/16 +1 11/16 +1.42% 593,500 628,227 119 1/8 117 7/8 126 7/8 22 1/8 132 3/4 N/A AUDC Jul 21 119 3/4 +4 7/16 +3.85% 413,900 230,954 114 13/16 106 1/2 121 19 1/4 152 386.29 IDPH Jul 21 119 5/16 -13/16 -0.68% 527,000 1,202,863 119 5/8 117 1/8 124 1/8 42 3/4 173 178.08 NEWP Jul 21 119 -1 9/16 -1.30% 1,851,100 990,090 114 5/8 111 1/2 126 3/4 4 1/2 126 3/4 283.33 EPNY Jul 21 117 -8 1/16 -6.45% 459,900 718,272 123 115 3/4 124 3/4 38 324 7/8 N/A AKAM Jul 21 117 -8 7/16 -6.73% 1,096,900 1,756,636 124 7/8 117 125 1/2 56 5/8 345 1/2 N/A NXTV Jul 21 116 1/2 -5 -4.12% 98,200 276,045 122 7/16 116 1/2 123 3/8 46 1/16 202 N/A TECH Jul 21 116 1/8 -2 7/8 -2.42% 295,500 351,090 118 3/8 113 3/8 121 11/16 25 5/8 159 13/16 104.62 DIGL Jul 21 115 47/64 -4 13/64 -3.50% 393,900 916,636 118 1/2 114 1/2 121 7/16 5 9/16 150 189.73 MLNM Jul 21 112 3/4 -3/4 -0.66% 1,038,600 1,936,636 114 3/16 112 116 5/8 23 158 N/A TIBX Jul 21 112 -4 7/16 -3.81% 567,000 1,515,636 117 111 1/4 117 1/8 6 9/16 147 N/A CRA Jul 21 112 +2 +1.82% 2,021,400 1,883,272 108 108 116 10 1/4 276 N/A ALTR Jul 21 110 -8 5/16 -7.03% 4,968,900 4,015,363 115 13/32 108 5/8 116 3/8 35 1/16 125 1/8 76.92 NTAP Jul 21 109 3/8 -3 3/16 -2.83% 5,029,300 5,077,590 107 3/8 105 3/4 112 12 7/16 124 520.83 VRTS Jul 21 109 5/16 -2 3/16 -1.96% 4,590,500 5,622,181 110 9/16 109 113 3/8 21 3/16 174 N/A ONIS Jul 21 108 15/16 -2 1/16 -1.86% 313,700 N/A 105 1/4 105 1/4 113 3/4 72 15/16 142 N/A RATL Jul 21 108 -1 1/2 -1.37% 1,107,400 1,027,409 107 13/16 103 5/8 109 7/8 26 3/8 113 3/4 105.88 SUNW Jul 21 104 +5 15/16 +6.05% 40,228,300 14,567,227 102 101 55/64 106 1/4 32 15/16 106 3/4 94.55 MERQ Jul 21 99 1/8 -6 3/16 -5.88% 1,299,000 1,785,181 104 15/16 98 1/2 104 15/16 19 7/8 134 1/2 202.30 SNWL Jul 21 99 -4 1/8 -4.00% 417,400 230,500 100 3/4 97 13/16 100 7/8 22 5/8 133 3/8 430.43 INCY Jul 21 97 3/8 -1 3/8 -1.39% 609,100 1,028,454 99 3/4 96 102 3/4 16 7/16 289 1/16 N/A CMVT Jul 21 95 3/4 -1 5/8 -1.67% 878,200 2,039,272 96 3/64 93 1/4 97 1/2 32 9/16 123 7/8 81.84 EXAR Jul 21 95 1/4 -3 11/16 -3.73% 156,500 252,681 99 95 1/8 99 17 117 1/16 123.70 PLCM Jul 21 95 1/16 -2 3/8 -2.44% 221,500 454,954 95 7/16 93 3/4 96 1/8 26 15/16 133 93.20 BOBJ Jul 21 94 1/4 +3/4 +0.80% 418,000 378,045 93 9/16 92 95 3/4 18 1/2 150 7/8 125.67 INHL Jul 21 93 -3 -3.13% 275,300 246,545 95 23/32 93 96 1/8 23 141 1/2 N/A DST Jul 21 92 1/4 +1 3/4 +1.93% 198,800 185,318 90 1/2 90 1/16 93 1/16 51 3/16 93 1/16 34.29 SPLI Jul 21 92 -8 -8.00% 81,800 75,454 96 3/4 90 1/16 97 1/8 7 1/2 104 3/8 N/A FDRY Jul 21 90 +4 7/8 +5.73% 6,005,400 2,061,772 86 3/8 85 5/8 95 1/4 51 7/8 212 183.67 RMBS Jul 21 89 3/4 -3 3/16 -3.43% 3,767,600 7,789,909 89 3/16 88 1/16 91 1/2 14 5/8 127 N/A EMC Jul 21 89 9/16 +1 1/16 +1.20% 7,685,100 6,521,136 87 3/16 86 1/4 89 7/8 26 1/4 89 7/8 157.13 DIGX Jul 21 88 3/16 -4 13/16 -5.17% 1,717,300 773,863 91 3/4 86 1/2 91 13/16 14 5/8 184 N/A NETE Jul 21 87 3/8 -1 5/8 -1.83% 361,800 249,181 88 9/16 86 3/4 89 15 7/8 94 3/4 N/A INFA Jul 21 86 13/16 -3/16 -0.22% 350,100 234,772 87 1/16 85 7/8 90 1/4 16 1/16 110 7/8 1085.16 PTEL Jul 21 85 7/8 -5 1/16 -5.57% 108,400 256,454 92 85 1/2 92 1/4 28 5/8 105 N/A ISSX Jul 21 85 11/16 -4 5/16 -4.79% 212,200 481,590 88 1/16 85 90 3/16 20 141 342.75 TUTS Jul 21 85 1/2 -13/16 -0.94% 369,600 220,500 83 3/32 83 1/16 86 1/2 20 1/2 88 1/2 N/A PROX Jul 21 85 -7 3/4 -8.36% 443,200 203,181 93 84 1/2 96 34 5/8 176 326.92 TXCC Jul 21 84 1/2 -2 15/16 -3.36% 1,739,600 751,181 94 84 94 1/2 24 3/4 134 1/2 122.46 CMTN Jul 21 84 25/64 -5 15/64 -5.84% 2,135,800 1,922,727 89 3/16 84 1/4 91 3/4 35 1/4 125 11/16 138.35 SMTC Jul 21 84 -5 1/4 -5.88% 374,000 603,636 89 1/2 83 1/8 89 1/2 27 99 11/16 83.17 VRTA Jul 21 83 5/8 +9 3/4 +13.20% 2,377,600 1,172,909 73 71 85 9/16 11 11/16 111 N/A DITC Jul 21 83 1/4 -1 3/8 -1.62% 257,900 710,136 84 79 3/4 84 1/8 8 7/8 140 3/16 75.00 ERTS Jul 21 83 3/16 -3 13/16 -4.38% 558,400 1,107,500 86 5/8 83 1/8 87 11/16 49 124 7/16 47.27 CLRN Jul 21 82 5/8 -7 3/8 -8.19% 141,200 471,636 89 1/8 82 5/8 89 1/8 19 7/8 178 3/4 N/A MU Jul 21 82 1/2 -5 5/8 -6.38% 6,370,200 5,986,500 83 3/8 81 1/2 85 13/16 25 3/16 97 1/2 61.57 EFNT Jul 21 81 15/16 -8 59/64 -9.82% 1,657,800 1,164,772 87 1/2 81 7/8 88 5/8 29 1/4 186 13/16 N/A EMKR Jul 21 81 13/16 +1 15/16 +2.43% 116,100 159,772 78 1/8 78 1/16 82 3/4 11 1/4 173 N/A SFA Jul 21 81 5/8 +4 1/8 +5.32% 1,074,700 1,323,227 77 1/2 76 3/8 82 5/8 16 7/8 90 3/8 91.71 NT Jul 21 81 1/4 +2 1/2 +3.17% 9,782,300 9,917,863 78 9/16 77 7/8 81 5/16 19 7/8 81 5/16 N/A SSTI Jul 21 81 -6 3/4 -7.69% 2,058,200 1,549,272 87 9/16 80 1/2 87 9/16 7 9/16 116 11/16 63.78 BBRC Jul 21 80 1/8 -4 -4.75% 2,590,900 1,336,454 83 78 3/8 83 3/4 22 104 7/8 69.67 AMD Jul 21 80 1/8 -6 -6.97% 4,797,000 4,589,818 84 15/16 80 84 15/16 15 5/8 97 38.34 BKHM Jul 21 79 13/16 +8 13/16 +12.41% 1,593,400 725,681 71 13/16 71 1/4 81 1/2 27 3/4 81 1/2 N/A LVLT Jul 21 79 9/16 -3 7/16 -4.14% 2,055,400 1,861,772 83 1/4 79 83 1/4 45 1/4 132 1/4 N/A MACR Jul 21 79 1/16 -29 11/16 -27.30% 17,589,600 1,101,818 91 11/16 63 3/4 91 3/4 27 3/8 120 7/8 376.49 AMAT Jul 21 78 1/8 -5 1/16 -6.09% 18,859,900 13,301,227 81 13/16 77 13/16 81 7/8 31 1/8 115 48.23 QLGC Jul 21 78 -8 -9.30% 1,763,900 3,210,590 84 1/4 78 84 5/8 32 1/2 203 1/4 95.12 AMGN Jul 21 78 +3 15/16 +5.32% 15,289,500 7,376,045 72 7/8 72 3/4 79 63/64 36 1/8 79 15/16 75.00 ELNT Jul 21 77 7/8 -6 11/16 -7.91% 409,500 575,181 82 76 1/4 82 1/4 6 3/8 86 129.79 NNDS Jul 21 77 -2 -2.53% 24,900 63,863 77 9/16 75 1/2 79 26 104 7/8 N/A IFX Jul 21 76 3/4 -1 5/8 -2.07% 38,300 267,545 78 1/4 76 11/16 78 9/16 48 1/2 88 1/4 207.43 COHR Jul 21 76 -4 7/8 -6.03% 664,400 236,136 80 1/2 75 11/16 82 14 3/4 107 3/8 116.92 XLNX Jul 21 75 15/16 -11 1/8 -12.78% 21,534,800 5,673,000 79 7/16 73 79 5/8 29 5/16 98 5/16 37.59 TMPW Jul 21 75 1/2 -3 3/8 -4.28% 310,900 585,954 78 9/32 74 1/2 79 15/64 21 3/16 94 11/16 N/A MRVC Jul 21 75 1/2 -3 1/16 -3.90% 1,468,600 2,106,227 77 7/16 74 1/2 79 1/2 6 5/8 97 7/16 N/A ORCL Jul 21 75 7/16 -2 11/16 -3.44% 15,462,500 22,097,454 77 7/16 75 1/16 77 11/16 17 5/16 90 35.92 RFMD Jul 21 75 3/8 -6 1/8 -7.52% 5,834,500 3,561,909 80 3/16 75 3/16 80 1/2 32 1/16 184 1/2 115.96 ASWX Jul 21 74 11/16 -5 3/16 -6.49% 151,900 589,727 78 72 5/8 78 5/8 12 1/2 149 1/8 N/A ADI Jul 21 74 -7/16 -0.59% 3,267,500 2,622,090 73 69 9/16 74 15/16 20 13/16 100 80.43 WFII Jul 21 72 15/16 -3 1/8 -4.11% 236,200 463,954 74 3/8 70 3/4 75 7/16 30 5/8 163 1/2 214.52 ALA Jul 21 72 3/8 +1/8 +0.17% 1,041,900 2,019,454 72 11/16 71 1/2 72 11/16 26 1/16 76 11/16 75.39 MSFT Jul 21 72 5/16 -2 1/2 -3.34% 28,050,300 31,808,044 74 3/4 71 7/8 75 60 3/8 119 15/16 42.54 CFLO Jul 21 70 -6 5/8 -8.65% 216,500 492,227 75 3/4 68 3/4 76 3/4 27 182 3/16 N/A NTRO Jul 21 69 7/8 -6 1/2 -8.51% 1,024,300 989,090 76 1/8 68 1/16 76 3/16 11 1/4 119 5/8 N/A NXTL Jul 21 69 13/16 -2 11/16 -3.71% 4,378,600 5,757,000 71 5/8 69 1/4 72 3/4 22 11/16 82 15/16 N/A NVDA Jul 21 69 11/16 +7/8 +1.27% 1,050,600 1,168,318 69 68 71 8 3/8 88 103.24 MXIM Jul 21 69 5/8 -2 7/8 -3.97% 2,150,700 3,634,954 71 1/4 69 1/16 71 11/16 30 1/16 77 11/16 89.26 FIBR Jul 21 69 7/16 -2 9/16 -3.56% 105,500 346,227 71 7/16 68 1/4 71 1/2 6 7/8 149 3/4 N/A IWOV Jul 21 69 1/4 +1/4 +0.36% 1,144,100 635,318 68 1/4 63 1/4 72 7/8 18 3/8 100 N/A PHTN Jul 21 68 7/8 +3/8 +0.55% 99,200 207,818 67 1/2 66 1/2 69 3/4 12 1/4 94 3/8 74.86 SNDK Jul 21 68 13/16 -2 7/16 -3.42% 2,868,700 2,412,181 70 3/4 66 7/8 71 3/8 18 7/8 169 5/8 19.11 TER Jul 21 68 3/4 -1 3/4 -2.48% 2,169,300 2,564,818 69 1/2 68 3/8 70 1/16 26 15/16 115 7/16 32.28 CSCO Jul 21 68 1/8 -1 3/8 -1.98% 29,126,500 43,249,592 69 1/2 67 47/64 69 5/8 28 1/16 82 189.24 GMST Jul 21 68 1/16 -5/8 -0.91% 1,920,800 3,197,863 67 65 1/8 70 24 5/8 107 7/16 N/A RSAS Jul 21 67 13/16 -1 -1.45% 328,800 431,454 67 1/4 65 68 13/16 15 7/8 93 1/16 17.99 PRSF Jul 21 67 5/16 -1/2 -0.74% 843,900 1,588,500 67 7/16 65 5/8 67 1/2 17 1/8 86 6731.25 LSCC Jul 21 66 33/64 -5 31/64 -7.62% 910,000 816,409 68 5/8 64 3/4 70 1/16 26 15/16 83 3/8 32.93 ALGX Jul 21 66 -3 -4.35% 288,400 530,590 68 1/2 66 71 26 5/8 110 1/16 N/A TEK Jul 21 65 1/16 -7 3/8 -10.18% 3,007,800 479,863 70 1/2 64 1/2 70 3/4 28 3/8 87 5/16 250.24 CSC Jul 21 64 15/16 -2 7/16 -3.62% 800,000 1,050,500 67 3/8 64 5/8 67 5/8 57 15/16 99 7/8 27.40 ADTN Jul 21 64 15/16 -1 11/16 -2.53% 255,700 301,636 66 1/2 62 15/16 66 1/2 33 3/8 80 1/2 38.42 CPTH Jul 21 64 5/8 -5 1/4 -7.51% 638,700 948,136 70 63 5/8 70 26 119 1/2 N/A SLAB Jul 21 64 1/4 -5 11/16 -8.13% 38,800 118,136 68 64 68 1/2 45 1/2 105 3/4 183.57 TXN Jul 21 63 1/2 -4 1/4 -6.27% 15,965,900 6,551,590 65 1/2 61 1/2 65 7/8 33 1/2 99 3/4 67.55 ABGX Jul 21 63 1/4 +1 1/16 +1.71% 1,015,100 769,409 62 1/16 61 3/4 66 13/16 5 1/8 103 1/4 N/A TLAB Jul 21 63 -3 1/16 -4.64% 5,514,400 4,895,227 65 9/16 62 65 7/8 41 13/16 77 1/4 42.00 BGEN Jul 21 63 -1/16 -0.10% 2,234,500 3,298,363 62 3/16 60 3/8 63 3/4 48 1/2 129 30.43 AGIL Jul 21 62 7/8 -1 1/2 -2.33% 422,800 542,000 64 5/16 62 1/2 64 15/32 17 1/8 112 1/2 273.37 QCOM Jul 21 62 13/16 -1/4 -0.40% 9,698,300 21,103,136 61 5/16 61 1/4 65 33 15/16 200 72.20 VTSS Jul 21 62 1/8 -6 -8.81% 5,221,200 4,401,772 66 1/2 62 66 5/8 28 9/16 115 11/16 103.54 TERN Jul 21 62 -5 3/4 -8.49% 2,498,000 2,218,818 66 7/8 61 7/8 66 15/16 15 5/8 142 5/8 N/A STM Jul 21 61 15/16 -1 11/16 -2.65% 1,514,100 1,129,181 63 3/4 61 3/4 64 1/8 21 1/4 73 7/8 62.56 PCS Jul 21 61 7/8 -2 1/2 -3.88% 2,751,500 2,842,454 64 1/2 61 64 15/16 27 1/8 66 15/16 N/A SILI Jul 21 61 -3 11/16 -5.70% 135,900 150,454 65 5/16 60 65 23/32 13 5/16 165 21.94 QSFT Jul 21 60 3/4 +7/8 +1.46% 196,500 312,727 59 58 1/2 61 10 1/4 98 1/8 2025.00 EMLX Jul 21 60 1/2 -3 3/16 -5.00% 670,000 2,136,727 62 1/2 60 1/8 62 1/2 21 5/8 225 1/2 85.21 SYMC Jul 21 60 1/2 +1/8 +0.21% 1,449,700 910,363 58 15/16 57 1/2 64 1/2 25 3/8 81 5/8 20.58 LLTC Jul 21 60 3/16 -4 -6.23% 2,847,700 2,917,909 62 1/8 60 64 3/4 27 5/8 74 3/4 77.16 DCTM Jul 21 59 1/16 -31 5/16 -34.65% 4,084,600 243,681 78 56 1/2 80 13 3/4 106 1968.75 PLUG Jul 21 58 3/4 -4 1/4 -6.75% 234,000 378,772 62 1/8 58 11/16 62 1/8 15 156 1/2 N/A EBAY Jul 21 58 3/4 -2 1/4 -3.69% 2,480,800 3,534,818 60 57 1/2 60 1/2 35 1/8 127 1/2 1175.00 SAWS Jul 21 58 7/16 -2 11/16 -4.40% 695,400 983,000 59 15/16 57 1/4 61 3/8 28 5/16 93 1/2 54.11 ADVS Jul 21 58 -4 1/4 -6.83% 165,800 240,500 61 1/2 55 11/16 61 7/8 20 1/8 72 3/8 85.29 AOL Jul 21 57 5/8 -1 1/2 -2.54% 15,692,400 11,784,363 59 3/8 57 27/64 59 7/8 38 7/16 95 13/16 120.05 BRKS Jul 21 56 1/4 -1 1/4 -2.17% 89,100 281,409 55 7/8 55 9/16 58 1/4 16 11/16 91 7/8 N/A IIJI Jul 21 56 -4 1/8 -6.86% 73,300 127,181 59 5/8 55 5/16 60 23 11/16 132 13/16 N/A VSAT Jul 21 56 -2 3/4 -4.68% 27,900 102,454 57 1/2 55 58 1/4 13 5/16 105 61.54 EXDS Jul 21 55 7/8 -3 5/16 -5.60% 9,330,900 9,356,454 57 11/64 55 7/8 58 3/4 12 5/16 89 13/16 N/A Q Jul 21 55 -5/8 -1.12% 9,061,600 6,404,090 54 3/4 53 5/8 55 1/16 25 3/4 66 91.67 VRIO Jul 21 55 -1 5/16 -2.33% 2,184,800 2,857,181 56 1/4 54 5/8 56 5/16 23 1/4 84 15/16 N/A PRIA Jul 21 54 15/16 -5 9/16 -9.19% 367,600 360,863 60 7/16 54 1/2 60 1/2 24 3/4 94 1/2 N/A NVLS Jul 21 54 3/4 -3 13/16 -6.51% 3,825,000 4,374,909 57 7/16 54 1/4 58 1/4 17 1/4 70 1/4 38.02 SIMG Jul 21 54 3/8 -3 1/8 -5.43% 298,900 314,954 57 13/32 52 13/16 57 1/2 21 5/8 132 N/A KANA Jul 21 54 -6 -10.00% 1,859,100 1,738,318 58 7/8 54 59 22 3/4 175 1/2 N/A NOK Jul 21 53 3/8 -1 1/8 -2.06% 9,450,100 10,627,727 54 11/16 53 54 11/16 19 1/4 62 1/2 83.40 QGENF Jul 21 53 1/4 -49/64 -1.42% 139,900 83,181 54 51 7/8 54 8 7/16 58 1/2 591.67 TQNT Jul 21 53 3/16 +1 13/16 +3.53% 4,763,300 1,909,727 54 11/16 52 56 1/4 9 1/2 67 3/4 101.31 DSPG Jul 21 52 13/16 -2 5/16 -4.20% 424,300 406,181 55 11/16 50 11/16 55 3/4 16 1/4 74 1/2 20.08 VSEA Jul 21 51 1/4 -6 13/16 -11.73% 504,900 549,681 57 5/8 51 58 18 7/8 73 1/4 44.96 LU Jul 21 51 1/8 -3 1/16 -5.65% 40,008,400 13,117,000 53 3/8 50 1/4 53 13/16 49 13/16 84 3/16 47.78 KLAC Jul 21 50 7/16 -5 5/8 -10.03% 5,309,000 5,342,090 54 1/16 50 1/4 55 3/16 29 7/8 97 3/4 50.95 RNWK Jul 21 49 7/8 -3 1/16 -5.79% 2,580,700 2,840,227 51 13/16 47 3/4 51 7/8 27 1/2 96 N/A FREE Jul 21 49 1/64 -1 39/64 -3.18% 2,500 8,636 50 1/16 49 1/64 50 1/16 21 1/2 159 3/4 N/A MSLV Jul 21 48 1/2 -2 3/4 -5.37% 164,000 243,181 50 5/16 46 1/8 51 1/16 30 1/4 126 220.45 A Jul 21 48 1/16 -5 15/16 -11.00% 26,067,300 4,288,045 51 1/2 46 1/4 51 3/4 39 13/16 162 34.33 INSP Jul 21 48 1/16 -2 -4.00% 2,289,800 4,843,090 50 1/4 48 51 1/2 9 3/16 138 1/2 N/A LSI Jul 21 47 9/16 -2 15/16 -5.82% 6,935,200 4,204,000 49 46 3/16 49 1/16 21 9/16 90 3/8 63.42 KEYN Jul 21 47 -3 5/8 -7.16% 357,800 359,045 50 9/16 45 1/2 50 5/8 17 1/4 177 N/A AFCI Jul 21 47 -3 7/8 -7.62% 2,475,900 2,203,045 49 5/8 46 49 3/4 12 3/16 89 3/8 13.66 KLIC Jul 21 46 3/4 -5 3/4 -10.95% 3,051,500 792,681 52 25/32 46 1/16 52 13/16 19 1/8 87 5/16 15.43 CMOS Jul 21 46 11/16 +11/16 +1.49% 1,728,600 1,107,454 46 44 47 11/16 17 1/2 79 3/8 37.20 NTIQ Jul 21 46 -9 -16.36% 918,500 351,272 52 7/8 45 5/8 53 14 3/4 81 1/2 N/A MCRL Jul 21 43 15/16 -7 3/4 -14.99% 2,289,900 543,772 50 3/4 43 1/4 51 1/8 17 15/16 65 3/4 41.45 ADCT Jul 21 42 3/8 -1 5/8 -3.69% 6,745,100 5,201,727 43 3/16 41 3/4 44 3/4 8 9/16 45 1/8 96.31 NSM Jul 21 42 1/4 -2 7/8 -6.37% 5,593,700 3,279,363 44 15/16 41 1/4 45 1/4 22 1/16 85 15/16 13.04 BVSN Jul 21 41 1/4 -4 1/8 -9.09% 11,697,600 10,407,681 43 1/4 41 43 1/2 6 13/16 93 1/4 343.75 CNXT Jul 21 39 15/16 +7/8 +2.24% 11,857,000 6,095,454 39 38 7/8 41 5/16 28 132 1/2 N/A AHAA Jul 21 37 1/2 -3 3/8 -8.26% 1,649,300 790,318 40 1/8 36 1/8 40 1/8 21 11/16 78 1/4 53.57 PKSI Jul 21 33 -7 -17.50% 577,900 127,318 38 5/16 29 3/8 38 5/16 16 3/8 137 1/4 N/A KOPN Jul 21 23 3/8 -1 41/64 -6.56% 3,318,700 812,863 26 5/16 23 1/4 26 5/16 6 1/4 49 7/8 519.44 MCTR Jul 21 23 1/8 -7/8 -3.65% 2,242,500 742,090 24 7/16 22 24 1/2 16 7/8 149 7/8 N/A