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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (1129)	3/7/2001 6:42:45 PM
From: The Ox	Respond to of 23153

Maybe I should chart some semiconductor makers vs ww semiconducor shipments, which I have for about 10 years. INTC and who else? Interesting question. I would say take a 'proxy' for each semi sub sector as best you can. Fabs, SRAM/DRAMs, CPUs, Opticals, Communications, DSPs, Analog to Digital to Analog, and as many others as you can. It would probably be best to look at the strongest company/ies within each subsector, especially those with a solid history for evaluation. Companies that come to mind are CY, TXN, TSM, LSI, ADI, etc. I would be careful with stocks like VTSS, AMCC since they were so small back in 96. I would stick with the largest' for this purpose. I would also be careful not to include companies that constantly fall on their face like MOT but it might be interesting to see how they fare during the cycles.... up to you!