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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (1167)	9/22/2001 4:28:28 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95385

U.S. Prepares Military Assault Sunday, Sept. 23, 2001 dailynews.netscape.com WASHINGTON (AP) - President Bush consulted at length with Russian President Vladimir Putin on Saturday as the United States mustered a military assault on terrorism. Americans returned to their weekend games in a semblance of normalcy, but now their stadiums were no-fly zones. It was the last day that Americans flew their flags at half-mast. Bush planned to raise the flag high at Camp David on Sunday, symbolically ending a period of national mourning that no ceremony could hope to set aside. More pieces fell into place for the war planning and coalition building, with America's Middle East allies stepping up in measured ways to support the gathering operation to uproot Osama bin Laden and his terrorist network. The United Arab Emirates cut ties with the Taliban, and NATO-ally Turkey said it would let American warplanes use its air space and airports. But Bush also had to contend with fears that pieces of the U.S. economy are coming apart from the shockwaves of the Sept. 11 terror attacks. Emphasizing the bright side, he declared in his radio address that the economy is strong at its core. ``They brought down a symbol of American prosperity,'' Bush said of the terrorists, ``but they could not touch its source.'' Congress voted $15 billion for the horsewhipped airline industry late Friday. Many analysts predict the country won't escape recession. Still, said Bush, ``No terrorist will ever be able to decide our fate.'' The sports-starved public took advantage of the first full menu of weekend baseball and football since the attacks. But it was not quite the same - authorities banned all aircraft from flying within three miles of major sporting events and spectators were barred from taking backpacks or containers to the games. Investigators pressed their international sweep for suspects wanted in the devastating hijackings that left the World Trade Center in ruins, one side of the Pentagon smashed, another airliner down in Pennsylvania and more than 6,000 people dead or missing. An investigator familiar with the probe, speaking on condition of anonymity, said one of the four people arrested in Britain on Friday was a pilot who took flying lessons in Arizona with one of the alleged hijackers on the plane that crashed into the Pentagon. Also arrested were the pilot's wife and brother, said the source. The four are being questioned under an anti-terrorism law that allows British police to detain suspects for seven days without charges. The Justice Department said federal investigators found box-cutter knives - like those used by the hijackers - after searches of some planes on the ground after the hijackings. Spokesman Charles Miller said he couldn't confirm how many were found or the routes those airplanes were flying. On the diplomatic front, Bush and Putin spoke for an hour by phone, their third talk since the attacks, and the Russian leader said later, ``We must unite forces of all civilized society.'' Still, he was not specific in his public comments about Russia's course in joining the ``battle with terror.'' The White House called the talk constructive. U.S. officials would not comment on a claim by a Taliban official that an unmanned spy plane was shot down over northern Afghanistan, where heavy fighting was reported Saturday between the Taliban militia and opposition forces. A Pentagon spokesman, Lt. Col. Mike Milord, said ``we will not discuss any operational issues.'' Afghanistan's ambassador to Pakistan, Abdul Salam Zaeef, said the plane came down in the northern Samangan province. ``We are still trying to ascertain what country this plane belongs to,'' Zaeef said. The most common unmanned reconnaissance plane is the Predator, a 27-foot-long aircraft that can fly for 40 hours under remote control. Bush planned to sign an executive order identifying terrorist organizations and specific terrorists around the world and aiming to freeze their U.S. assets. In a morning meeting, Bush and a select trio of aides sat alone at a huge conference table at Camp David, speaking in a teleconference with teams of advisers back in Washington. Condoleezza Rice, his national security adviser; Andy Card, his chief of staff; and CIA Director George Tenet were with him. It was part of Bush's daily choreography of war planning, diplomacy and economic confidence-building, all the while keeping track of the largest criminal investigation in U.S. history. Overseas: -The UAE cut relations with Afghanistan's Taliban government and a Saudi official said his kingdom was considering doing the same. Pakistan and Saudi Arabia are the only other countries that recognize the hardline Taliban as Afghanistan's government. -Turkish Prime Minister Bulent Ecevit told Bush in a letter that he has agreed to allow U.S. Air Force transport aircraft to use Turkish airspace and airports. Turkey, a member of NATO and a country with an overwhelmingly Muslim population, has also offered to share intelligence. -Air Force Lt. Gen. Charles Wald, commander of U.S. Central Command's air component, has shifted operations from South Carolina to Saudi Arabia, where he could plan and direct air attacks against Afghanistan and other possible targets in the region. B-52 bombers thundered away from Louisiana en route to the region. -Members of Afghanistan's anti-Taliban alliance traveled to Italy to meet Afghanistan's former king, who has been mentioned as a possible successor if the Taliban are ousted by the United States. The United States has ``a command and control center with Saudi Arabia,'' a senior U.S. official said Saturday. ``It's up and running and it's operational.'' More than 100 combat and support aircraft were sent to the Gulf area earlier in the week. ``We appreciate all the support we are enjoying in the region and around the world,'' Pentagon spokesman Bryan G. Whitman said.

To: Gottfried who wrote (1167)	9/24/2001 7:01:18 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95385

<Don, so, when are you going to post some happy data for us?> Gottfried, here's the data, but an interesting bit of information from the tabular data. While the semi-equips were up 6 percent, and the SOX was up 6 percent, 2 of the stocks that are included in both groups, AMAT and KLAC, performed extremely poorly. AMAT was not up at all and KLAC was up a measly 1 percent. This is not what you would expect from the 2 "power-houses" of the group. If you, or anyone else has an explanation, please respond. Also, in the 16 stock SOX index that was up 6 percent, AMAT and KLAC were the last 2 stocks in the list today. As a matter of fact, it wasn't even close, MOT was 14th in the list with a 3 percent gain. INTC was in 1st place with a 10 percent gain - why not AMAT as well? After all, in the prior 5 days, AMAT went from 40.03 to 29.24, a loss of 27 percent! Today, it couldn't even gain 1 percent. KLAC went from 44.20 to 33.91 in the previous 5 days, a loss of 23 percent and today managed to squeek out a 1 percent gain. Pathetic action today - maybe tomorrow will be better?<gg> 9/21/01 9/24/01 FST CALL NEXT FST CALL CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G LTXX 10.85 12.70 17 0.63 20 23 0.90 MTSN 4.06 4.74 17 -1.17 25 NANO 16.20 18.70 15 0.75 25 25 1.00 WFR 1.74 1.99 14 -1.60 20 FSII 8.00 9.05 13 -0.06 23 PRIA 10.11 11.38 13 -0.37 28 ASML 10.09 11.27 12 0.10 113 25 4.57 BRKS 28.05 31.24 11 0.39 80 25 3.20 VECO 21.81 23.97 10 1.67 14 25 0.57 TER* 20.10 21.90 9 -0.03 23 HELX 15.31 16.60 8 0.35 47 25 1.90 LRCX 16.64 17.95 8 0.81 22 23 0.98 SFAM 1.16 1.23 6 18 COHU 13.40 14.14 6 0.34 42 18 2.31 CMOS 11.48 12.10 5 -0.95 21 PHTN 24.04 25.30 5 0.39 65 30 2.16 NVLS* 28.55 29.96 5 0.99 30 25 1.21 KLIC 10.15 10.58 4 -0.19 20 PLAB 19.05 19.80 4 0.72 28 23 1.20 DPMI 26.44 27.39 4 1.67 16 21 0.78 ATMI 17.29 17.90 4 0.28 64 20 3.15 UTEK 13.01 13.40 3 0.58 23 25 0.92 CYMI 17.20 17.55 2 0.55 32 28 1.16 KLAC* 33.91 34.39 1 1.78 19 25 0.77 SMTL 8.15 8.25 1 0.35 24 21 1.13 EGLS 12.76 12.90 1 -0.79 22 AMAT* 29.24 29.34 0 0.76 39 25 1.54 ASYT 9.58 9.50 -1 0.17 56 25 2.24 TGAL 1.35 1.27 -6 TOTALS 439.72 466.49 6 8.12 57 SOX-X 381.01 401.98 6 COMPQX1423.19 1499.40 5 * STOCKS INCLUDED IN SOX INDEX