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

To: Clint E. who wrote (34999)	11/4/2001 2:56:01 PM
From: mattie	Read Replies (1) \| Respond to of 70664

I don't have a timeframe, but look at this 5 year chart of the SP500. bigcharts.marketwatch.com The first thing I see is the index rallied to its down trend-line. It will not be easy to break this to the upside. In addition, that spike low after 9-11 looks to me like it has to be tested and a base needs to be built for a test of the up trend line again. From a fundamental perspective, the economists are pushing out the end of the recesseion to the middle of '02. The market should bottom 4-6 months before the end of the recession. But we also have some negative wild cards such as an additional terrorist attack, an argentinian default.. I would change my mind if we can break the trendline - which may be possible given the Fed pumping $$ into the system...but path of lest resistance is the downstrend in my opinion (short term).

To: Clint E. who wrote (34999)	11/6/2001 6:00:30 AM
From: Clint E.	Read Replies (1) \| Respond to of 70664

Mon Nov 5 8:16 PM Qualcomm View on '02 Seen Key to Report By Ben Berkowitz LOS ANGELES (Reuters) - Qualcomm Inc. (Nasdaq:QCOM - news), which reports results on Tuesday, is expected to confirm Wall Street expectations that earnings will post double-digit growth in the next four quarters after a stagnant year during which carriers slowed roll-outs of its wireless phone technology. Analysts said the key to Qualcomm's outlook will be what the company says about the prospects for the deployment of its next generation network technology in the coming months. The most bearish Wall Street analysts expect Qualcomm to endorse a forecast for earnings growth of single-digit percentage gains for this fiscal year on the view that the slowdown in telecommunications investment will run longer than most think. Qualcomm is expected to report pro forma earnings of 25 cents per share for the fiscal fourth quarter, up from 22 cents in the third quarter and flat with the year-earlier period, according to research firm Thomson Financial/First Call, which tracks earnings data. Revenue is expected to be around $692 million, ahead of $640 million in the prior quarter and $635 million a year earlier. ``What people are more focused on isn't necessarily this quarter but what is coming up,'' said Keith Bachman, an analyst at ABN Amro. In a research note issued on Monday, Bear Stearns said Qualcomm shares, which have fallen 35 percent this year had already discounted lowered fiscal 2002 earnings estimates. Since analysts began cutting those estimates in early October, the First Call average has fallen to $1.22 from $1.33 while Qualcomm shares have rallied in line with a recovery in the Nasdaq. GUIDANCE THE ISSUE At Monday's stock price, Qualcomm traded at a multiple of 43 times estimated earnings per share, rich compared with a multiple of 22 times for the S&P 500 but near a historic low for a company that had seen triple digit earnings growth in the late 1990s. Lehman Brothers analyst Tim Luke said on Monday he expected the company to report fourth-quarter earnings in-line with forecasts, but cut his view for the first quarter and 2002. Luke cut his earnings per share estimate for the current quarter to 25 cents from 26 cents and for the fiscal year to $1.11 from $1.17. ``Guidance is going to be the bigger issue,'' said Brian Modoff, an analyst at Deutsche Banc Alex. Brown. Modoff, whose fiscal 2002 earnings per share estimate is $1.11 -- near the low end of the Wall Street range -- said he believed estimates for 2002 remained too high and needed to come down. The First Call average estimate of 19 brokers is for the company to post earnings per share of 27 cents in the current quarter, its fiscal first, with an estimated range of 25 cents to 30 cents. CDMA (news - web sites) FORECASTS ANTICIPATED ABN Amro's Bachman said there is evidence that the next generation of Qualcomm's Code Division Multiple Access (CDMA) technology is being rolled out by carriers, but that a reaffirmation from the company would help keep the bears at bay. ``I think the market will respond favorably to confirmation that the CDMA roll-outs are continuing apace,'' he said. Lehman's Luke said he expects the company to forecast shipments of 15 million CDMA chipsets in the current quarter, over expected shipments of 12.5 million to 13 million in the just-completed fourth quarter. But that 15 million chips estimate is lower than his previous estimate for shipments of 16 million chips in the quarter. He also said as many as half of the estimated 85 million to 90 million handsets expected to be sold in calendar 2002 could be equipped with chips on Qualcomm's next-generation CDMA 2000 1x standard. If 85 million to 90 million handsets are sold in 2002, as Luke predicts, it would represent growth of 21-29 percent over his estimated shipments in 2001 of 70 million units. Last week wireless infrastructure providers Lucent Technologies Inc. (NYSE:LU - news), Samsung Co. (78020.KS) and Ericsson (news - web sites) (ERICb.ST) told Reuters at the CDMA Americas Congress trade show in San Diego that U.S. carriers had not delayed CDMA 2000 upgrade plans in the wake of the Sept. 11 attacks. Qualcomm owns all of the relevant patents to CDMA technology, which is the dominant standard in the U.S. and is gaining ground worldwide. CDMA 2000 offers higher voice capacity and maximum data rates in excess of 144 kilobits per second. CDMA competes against a standard called GSM that is dominant in most of the world, except for certain Asian countries like Korea and China where CDMA has begun to gain a foothold. Korean carriers were the first to roll out CDMA 2000, and almost 1.3 million people have subscribed to the services there in the last year. Qualcomm has also signed licensing deal with network operators and manufacturers in China, which has adopted CDMA as a nationwide standard. Already China Unicom Group, the parent of China's second-largest carrier, has spent almost $1.5 billion building its network. Qualcomm's stock has been on a wild ride in the current quarter, hitting a 26-month low on Oct. 5 but rising about 37 percent since to its current level. The stock is still more than 50 percent off its 52-week high. Shares in Qualcomm closed down almost 1 percent at $53.08 on Nasdaq.

To: Clint E. who wrote (34999)	11/6/2001 6:02:29 AM
From: Clint E.	Respond to of 70664

Tues Nov 6, 4:54 am Fed Seen Poised for 10th Rate Cut This Year By Caren Bohan WASHINGTON (Reuters) - Worries that the post-Sept. 11 U.S. economy could sink into a deep recession are expected to persuade the Federal Reserve to slice U.S. interest rates by as much as a half-percentage point on Tuesday. ADVERTISEMENT Such a cut would mark the third reduction in borrowing costs since the hijack attacks on the World Trade Center and the Pentagon, and the 10th rate decrease this year. Economic reports over the last week, including a spike in the jobless rate to 5.4 percent and a contraction in gross domestic product during the third quarter, have solidified the conviction that the U.S. economy is already in a recession. Several analysts said that the risk that such a slump could turn out to be harsh and drawn out raises the likelihood that the Fed will opt for a fairly aggressive rate cut of a half-point, or 50 basis points. ``They have to pull out all the stops,'' said Pierre Ellis, economist at Decision Economics in New York. ``The economy is being hit with something the Fed did not anticipate,'' he added, referring to the Sept. 11 attacks. WALL St. WAGERS ON A FORCEFUL FED Of 24 analysts from top bond firms polled Friday by Reuters, 15 forecast a cut of a half-point, or 50 basis points. The other nine firms projected a 25-basis-point reduction. Economists who think the Fed might opt for a more modest cut emphasize the need for the central bank to save its ammunition with interest rates already at a very low 2.5 percent. In the run-up to the decision, which is expected at around 2:15 p.m. EDT on Tuesday, stock investors were wagering on a 50-basis-point cut. The technology-packed Nasdaq Composite sprinted 48 points, or almost 3 percent, to end at 1,794, its highest finish since Aug. 31. The Dow Jones industrial average climbed 117 points, or just over 1 percent, to 9,441. A cut of a half-point would bring the federal funds rate for overnight loans between banks down to 2 percent -- its lowest level in four decades. A short-term interest rate of 2 percent would be well below the annual inflation rate of 2.6 percent, as measured by the Consumer Price Index, and would signal a very aggressive stance toward stimulating the economy on the part of the Fed. Such an accommodative posture is not unprecedented during downturns and analysts in the camp predicting a half-point cut said that it is warranted at a time when the Sept. 11 attacks and the anthrax scare have injected a great deal of uncertainty into the economic picture. Economists worry that a vicious cycle could set in, as spooked consumers tighten their purse strings, prompting businesses to lay off more staff and table plans for investment in equipment and software. As the job cuts rise, consumers could pull back even more on their spending. ``The issue is not just that the economy is in a recession,'' said Fred Breimyer, chief economist at State Street Corp. in Boston. ``It has been destabilized and there is a strong internal dynamic toward contraction.'' ``Fed policy has been able to cushion the downward momentum but it's not been fully effective,'' Breimyer added. A WEEK OF GLOOMY NEWS In a week of shockingly grim reports on the U.S. economy's health, the Labor Department's employment report on Friday has stood out as probably the most worrying. Labor said the economy shed 415,000 jobs in October and the unemployment rate shot up to 5.4 percent from 4.9 percent. As widely expected, the Commerce Department said the U.S. economy contracted in the third quarter, falling 0.4 percent. That marked the worst performance for the economy since the last recession in 1990-1991 and many economists said it signaled the start of a recession, loosely defined as two straight quarters of falling gross domestic product. The one bright spot in the economic landscape has been a surge in car sales recently but economists have cautioned those purchases were spurred on by heavy incentive offers from auto companies. In addition to the work the Fed has done and is expected to continue doing to stimulate the economy, Congress is debating a fiscal package of tens of billions of dollars aimed at helping to jump-start growth. Gary Thayer, chief economist at AG Edwards and Sons Inc. in St. Louis, said such efforts are important but the Fed has its work cut out for it as it tries to reignite consumer spending at a time when attention is focused on the war on terrorism. ``It' not a policy-driven economy. It's an event-driven economy,'' Thayer said. ``What the Fed does won't fully show full through to the economy.''

To: Clint E. who wrote (34999)	11/6/2001 6:05:28 AM
From: Clint E.	Respond to of 70664

Mon 11/5 1793 +48 (+2.74%) @ 1.7B -- Pre_CSCO #reply-16612986 #reply-16612989 #reply-16612990 #reply-16612992 Symbol Last Trade Change Volume Avg Vol Open Day's Range 52-week Range ^DJI Nov 5 9441.03 +117.49 +1.26% N/A N/A 9326.59 9326.17 9476.45 8062.34 11350.05 ^IXIC Nov 5 1793.65 +47.92 +2.74% N/A N/A 1768.29 1768.29 1801.55 1387.06 3480.01 QQQ Nov 5 36.76 +1.16 +3.26% 64,469,300 N/A 36.26 36.16 37.16 27.2000 84.1250 ^NDX Nov 5 1480.21 +54.43 +3.82% N/A N/A 1453.94 1453.75 1490.11 1088.96 3369.47 ^SPX Nov 5 1102.84 +15.64 +1.44% N/A N/A 1087.20 1087.20 1106.72 944.75 1438.46 ^SOXX Nov 5 503.07 +13.63 +2.78% N/A N/A 489.44 489.44 508.16 343.93 763.26 ^VIX Nov 5 31.94 -0.46 -1.42% N/A N/A 32.36 31.20 32.94 13.38 57.31 DOW No such ticker symbol. Try Symbol Lookup (Look up: DOW) UTX Nov 5 55.26 +0.98 +1.81% 2,330,300 3,247,909 54.40 54.27 55.62 40.1000 87.5000 IBM Nov 5 109.97 +0.47 +0.43% 5,708,200 8,564,681 109.95 109.08 110.59 80.0625 119.9000 HWP Nov 5 16.89 -0.03 -0.18% 8,790,000 9,226,227 16.85 16.75 17.20 12.5000 47.8750 MRK Nov 5 65.38 +0.35 +0.54% 4,006,000 5,042,318 65.53 65.16 66.21 60.3500 96.6875 JPM Nov 5 36.36 +0.32 +0.89% 6,616,000 7,898,636 36.50 36.27 37.08 29.0400 57.3300 C Nov 5 47.27 +0.34 +0.72% 12,521,800 13,422,181 47.45 46.72 48 34.5100 57.3750 AXP Nov 5 30.37 +0.43 +1.44% 4,682,900 6,189,954 30.00 30.00 30.90 24.2000 61.4375 WMT Nov 5 53.90 +0.93 +1.76% 6,841,200 7,908,227 53.15 52.39 54.30 42.0000 58.7500 GE Nov 5 38.77 +0.81 +2.13% 15,156,100 21,512,318 38.60 38.44 39.10 28.5000 56.1875 BANK_BRKR No such ticker symbol. Try Symbol Lookup (Look up: BANK_BRKR) BAC Nov 5 61.03 +0.16 +0.26% 4,615,100 6,337,590 61.35 60.80 62.18 36.3125 65.5400 WFC Nov 5 40.88 +0.80 +2.00% 5,436,700 4,698,409 40.25 40.25 41.20 38.2500 56.3750 MER Nov 5 48.68 +1.88 +4.02% 7,103,300 6,235,454 47.60 47.31 48.95 33.5000 80.0000 MWD Nov 5 51.69 +0.22 +0.43% 5,291,800 4,860,590 51.85 51.19 52.89 35.7500 90.4900 AGE Nov 5 41.29 +0.99 +2.46% 378,900 391,136 40.70 40.70 41.30 29.7600 52.1875 BSC Nov 5 57.75 +1.21 +2.14% 697,600 887,636 56.78 56.78 58.00 40.6500 64.4500 LEH Nov 5 64.86 +1.61 +2.55% 1,890,900 2,383,272 64.25 64.05 65.01 43.5000 86.2000 WIRELESS No such ticker symbol. Try Symbol Lookup (Look up: WIRELESS) QCOM Nov 5 53.08 -0.44 -0.82% 15,653,700 15,748,636 53.58 52 54.08 38.3100 107.8125 NOK Nov 5 22.45 +0.99 +4.61% 10,973,600 13,026,409 21.90 21.88 22.64 12.7000 53.7500 MOT Nov 5 17.10 +0.30 +1.79% 10,987,300 10,567,045 16.95 16.95 17.35 10.5000 26.2500 PCS Nov 5 23.57 +0.32 +1.38% 5,215,200 10,237,045 23.25 23.25 24.00 15.7200 33.2500 TPC Nov 5 31.50 -0.85 -2.63% 132,500 209,681 32.35 31.50 32.40 26.5625 51.9063 RIMM Nov 5 17.18 +0.70 +4.25% 1,025,400 2,873,818 16.84 16.70 17.74 13.7000 116.5000 LWIN Nov 5 15.15 +0.14 +0.93% 256,700 836,909 15.26 14.90 15.47 12.7000 51.0000 DISH Nov 5 23.45 +0.67 +2.94% 5,655,700 3,774,727 23.04 23.02 23.70 19.4900 46.3750 PROX Nov 5 6.72 0.00 0.00% 233,100 671,636 6.64 6.50 7.05 5.6250 68.5000 NETWRK_HW No such ticker symbol. Try Symbol Lookup (Look up: NETWRK_HW) A Nov 5 24.48 +1.18 +5.06% 1,958,300 1,672,727 23.45 23.45 24.80 18.0000 68.0000 SUNW Nov 5 12.06 +0.62 +5.42% 90,620,704 47,641,088 12 11.92 12.48 7.5200 57.0938 CSCO Nov 5 17.90 +0.64 +3.71% 106,108,200 71,134,184 17.86 17.599 17.99 11.0400 57.6250 NT Nov 5 6.26 +0.38 +6.46% 13,115,400 13,552,045 6.09 6.05 6.33 4.7600 46.4375 LU Nov 5 7.17 +0.22 +3.17% 18,493,400 24,013,318 7.00 6.96 7.26 5.0000 25.6875 JNPR Nov 5 22.58 +3.10 +15.91% 37,048,600 18,629,272 20.56 20.45 23.027 8.9000 221.7500 EXTR Nov 5 13.63 +2.08 +18.01% 10,834,800 6,125,727 12.12 12.02 13.75 5.8500 98.5000 CIEN Nov 5 16.92 +1.83 +12.13% 28,622,500 18,677,818 15.90 15.75 17.19 9.2000 121.3750 GLW Nov 5 8.32 +0.47 +5.99% 9,219,900 7,741,272 8.04 8 8.59 6.9200 79.7500 JDSU Nov 5 8.95 +0.54 +6.42% 24,728,200 28,924,408 8.80 8.79 9.13 5.1200 83.0000 ONIS Nov 5 5.61 +0.66 +13.33% 2,995,400 5,362,000 5.17 5.09 5.65 3.5000 72.9375 AFCI Nov 5 19.37 -0.43 -2.17% 1,547,200 2,204,772 19.70 19.31 20.40 11.8750 38.7500 DIGL Nov 5 6.10 +0.49 +8.73% 774,100 1,252,954 5.85 5.75 6.10 4.9000 57.5600 NUFO Nov 5 3.10 +0.03 +0.98% 205,500 691,681 3.10 3.02 3.20 2.1000 62.8750 EXFO Nov 5 10.92 +0.24 +2.25% 73,000 163,409 10.78 10.66 11.25 7.0000 51.5000 SCMR Nov 5 4.77 +0.42 +9.66% 3,455,600 2,374,681 4.50 4.41 4.97 3.0000 74.2500 CORV Nov 5 2.35 +0.05 +2.17% 4,833,400 3,643,272 2.46 2.29 2.55 1.1900 59.8125 MRVC Nov 5 4.02 +0.15 +3.88% 1,065,400 1,032,454 3.97 3.69 4.05 2.2500 40.8125 AVCI Nov 5 2.80 +0.336 +13.64% 973,100 812,590 2.55 2.50 2.80 1.1000 53.5000 RBAK Nov 5 4.16 +0.16 +4.00% 5,377,700 3,891,500 4.09 3.95 4.35 1.1700 117.5000 AVNX Nov 5 4.96 +0.06 +1.22% 436,200 660,863 4.93 4.71 5.03 2.7000 108.1250 NEWP Nov 5 16.66 +0.87 +5.51% 474,100 1,160,590 16.08 16.08 17.04 11.9100 128.4375 EMC Nov 5 14.50 +1.41 +10.77% 38,251,300 21,322,544 13.50 13.50 14.78 10.0100 98.9375 BRCD Nov 5 27.59 +2.06 +8.07% 14,558,500 15,170,818 26.15 26.05 28.07 12.6000 131.1484 EMLX Nov 5 27.35 +3.14 +12.97% 9,615,500 6,236,318 25.25 24.40 27.81 8.4000 109.7500 NTAP Nov 5 17 +2.01 +13.41% 19,892,400 8,706,590 15.90 15.80 17.19 6.0000 123.1875 MCDT Nov 5 18.20 +1.90 +11.66% 2,377,300 N/A 17.24 16.37 19.05 7.0400 97.8750 STOR Nov 5 5.699 +0.519 +10.02% 2,762,700 2,295,545 5.33 5.30 5.78 3.6500 73.6875 TLAB Nov 5 13.62 -0.02 -0.15% 5,726,200 6,894,954 14.21 13.52 14.45 8.9800 68.5000 SFA Nov 5 22.20 +0.34 +1.56% 1,525,000 2,267,227 22.10 22.10 23.20 15.7500 70.0000 CMVT Nov 5 20.23 +0.72 +3.69% 6,858,800 5,763,909 20 19.96 21.34 15.0300 124.7500 ADCT Nov 5 4.07 -0.23 -5.35% 9,160,600 7,276,954 4.30 4.04 4.44 2.6300 27.0625 GSPN Nov 5 11.60 +0.95 +8.92% 2,518,400 2,004,318 10.97 10.89 11.86 7.9000 73.5000 TLGD Nov 5 27.10 +1.28 +4.96% 55,400 171,500 25.91 25.91 27.40 15.2500 99.5625 NTWRKINFRSTRCR No such ticker symbol. Try Symbol Lookup (Look up: NTWRKINFRSTRCR) ALGX Nov 5 8 +0.55 +7.38% 1,376,100 2,084,181 7.52 7.50 8.06 2.7400 40.0000 LVLT Nov 5 3.78 +0.31 +8.93% 4,067,000 4,831,909 3.60 3.59 3.85 1.8900 50.2500 ILUM Nov 5 36.88 +0.95 +2.64% 1,202,600 876,181 36.13 36.13 38.70 13.0625 49.2900 MTZ Nov 5 4.99 +0.04 +0.81% 391,500 298,681 5.03 4.96 5.40 3.9800 34.7500 DY Nov 5 11.76 +0.16 +1.38% 155,200 323,636 11.62 11.50 11.82 10.5000 49.3750 PWR Nov 5 16.02 -0.08 -0.50% 285,500 507,727 16.25 15.91 16.48 9.9400 38.9375 ANDW Nov 5 21.23 +1.23 +6.15% 1,111,400 794,272 20.18 20.18 21.64 13.1875 27.4375 WFII Nov 5 6.14 -0.13 -2.07% 228,500 422,181 6.30 6.06 6.34 3.3125 53.6250 NETWRK_SW No such ticker symbol. Try Symbol Lookup (Look up: NETWRK_SW) MUSE Nov 5 10.33 +0.88 +9.31% 2,710,100 3,330,727 9.70 9.69 10.73 5.3000 88.7500 OPWV Nov 5 8.38 +0.63 +8.13% 3,954,800 7,710,727 7.98 7.92 8.65 6.5000 111.5000 VRSN Nov 5 40.21 +1.48 +3.82% 11,195,800 10,354,772 39.77 39.15 41.80 26.2500 146.4375 CHKP Nov 5 32.96 +2.65 +8.74% 6,545,200 8,871,545 31.22 31.15 33.08 19.5600 115.2501 ISSX Nov 5 28.01 +1.01 +3.74% 1,854,100 1,617,272 27.20 26.75 28.64 8.3500 102.9375 NETE Nov 5 12.40 +0.72 +6.16% 1,295,400 1,442,727 11.725 11.68 12.49 7.9000 78.5000 RSAS Nov 5 13.50 +0.34 +2.58% 2,275,500 1,877,772 13.55 13.27 13.78 6.7900 44.3334 SNWL Nov 5 15.67 +1.27 +8.82% 573,300 770,318 14.21 14.21 15.88 8.5000 26.8750 SEMI-CAPX No such ticker symbol. Try Symbol Lookup (Look up: SEMI-CAPX) AMAT Nov 5 38.46 +0.49 +1.29% 14,615,400 16,540,181 38.36 37.95 39.51 26.5900 59.1000 KLAC Nov 5 46.30 +1.28 +2.84% 6,273,800 8,769,454 45.79 45.46 47.19 25.5625 61.0000 NVLS Nov 5 36.89 +0.30 +0.82% 4,422,400 7,626,272 37.19 36.75 37.95 24.9375 58.7000 TER Nov 5 25.71 -0.47 -1.80% 2,933,700 2,554,181 26.20 25.53 26.73 18.4300 47.2100 LRCX Nov 5 21.75 +0.41 +1.92% 1,915,300 2,924,363 21.34 21.14 21.85 13.0000 33.7600 CCMP Nov 5 66.68 -4.154 -5.86% 1,653,200 1,490,636 71.58 66.40 73 35.5000 100.1250 CMOS Nov 5 16.17 -0.19 -1.16% 945,100 1,087,318 16.46 15.79 16.85 10.9500 30.8750 BRKS Nov 5 35 -0.19 -0.54% 436,200 670,409 35.15 34.70 36.09 19.8750 65.1328 COHR Nov 5 27.40 +0.42 +1.56% 249,800 150,318 26.76 26.75 27.95 25.0500 53.7500 EMKR Nov 5 10.15 +0.21 +2.11% 837,400 590,136 9.90 9.76 10.50 7.6700 55.3750 CREE Nov 5 21.04 +1.24 +6.26% 1,390,400 1,381,272 20.10 20 21.35 12.2100 64.1250 VECO Nov 5 27.96 +0.36 +1.30% 199,500 419,409 27.86 27.41 28.34 19.9000 69.5000 CYMI Nov 5 22.41 +0.56 +2.56% 350,900 381,545 21.80 21.65 22.49 14.1500 36.0000 NANO Nov 5 25.14 +1.47 +6.21% 102,600 88,545 24.37 23.36 25.50 10.6250 36.6600 SEMI No such ticker symbol. Try Symbol Lookup (Look up: SEMI) INTC Nov 5 26.96 +0.68 +2.59% 42,270,400 48,640,544 26.75 26.65 27.28 18.9600 47.3750 AMD Nov 5 13.04 +0.79 +6.45% 10,511,600 5,895,681 12.46 12.46 13.20 7.6900 34.6500 BRCM Nov 5 40.26 +2.41 +6.37% 14,779,100 12,182,818 38.80 37.84 40.89 18.4000 222.5625 AMCC Nov 5 13.85 +2.21 +18.99% 21,739,500 12,531,181 12.17 12.10 13.88 6.0105 88.2500 PMCS Nov 5 18.96 +1.56 +8.97% 11,268,500 10,428,909 17.94 17.93 19.171 9.3700 159.6875 VTSS Nov 5 11.19 +1.30 +13.14% 9,390,500 5,422,409 10.21 10.07 11.25 6.6500 81.9375 TXCC Nov 5 3.87 +0.46 +13.49% 1,841,400 2,018,409 3.54 3.53 3.90 2.1500 59.9375 XLNX Nov 5 36.16 +2.52 +7.49% 11,375,400 8,156,681 34.25 34.11 36.79 19.5200 74.5625 ALTR Nov 5 24.47 +1.82 +8.04% 10,623,900 7,643,000 23.17 23.05 24.99 14.6600 34.6875 LSCC Nov 5 19.6207 +0.7207 +3.81% 1,151,200 1,615,363 19.15 19.07 19.89 14.0400 29.6500 TXN Nov 5 29.90 -0.03 -0.10% 8,647,300 10,224,954 30.70 29.73 30.89 20.1000 54.6875 ADI Nov 5 41.56 +1.31 +3.25% 3,748,100 3,650,590 41.00 40.85 42.00 29.0000 67.4375 ISIL Nov 5 36.81 +1.97 +5.65% 4,071,900 1,939,636 34.935 34.71 37.47 13.5625 45.5000 DSPG Nov 5 23.28 +0.74 +3.28% 357,900 249,909 22.31 22.21 23.28 13.5000 29.7500 STM Nov 5 30.95 +1.45 +4.92% 2,135,900 1,725,727 30.30 30.30 30.99 17.8900 51.8750 QLGC Nov 5 44.63 +3.79 +9.28% 12,843,000 9,516,363 41.71 40.50 45.14 17.2100 130.2500 LLTC Nov 5 42.48 +1.52 +3.71% 4,341,300 5,326,500 41.74 41.31 43 29.4500 68.0625 MXIM Nov 5 50.95 +2.30 +4.73% 5,048,500 5,448,363 49.30 49.15 51.05 32.2000 70.1250 ELNT Nov 5 36.93 +2.15 +6.18% 678,800 553,500 35.06 35.055 37.90 17.5000 123.0000 NSM Nov 5 29.30 +1.05 +3.72% 3,676,300 2,478,863 28.43 28.43 29.54 17.1250 35.1000 RFMD Nov 5 22.41 +1.94 +9.48% 7,562,100 9,950,000 21.35 21.19 22.68 8.7500 37.5000 AHAA Nov 5 27.73 +1.87 +7.23% 1,658,000 2,254,272 25.87 25.87 28.35 13.0625 55.3750 TQNT Nov 5 20.18 +1.38 +7.34% 3,947,300 3,613,272 19.11 19.09 20.36 10.2500 61.5625 MCRL Nov 5 28.31 +1.63 +6.11% 752,500 925,045 27.18 27.05 28.50 17.1000 51.1250 MU Nov 5 24.60 -0.15 -0.61% 7,866,000 7,235,954 24.75 23.75 25.20 16.3900 49.6100 RMBS Nov 5 8.90 +0.64 +7.75% 1,616,900 3,128,272 8.50 8.41 8.96 4.8600 72.8750 IDTI Nov 5 32.48 +2.98 +10.10% 5,654,500 2,255,590 30.06 30.05 33.587 17.1600 59.2500 LSI Nov 5 18.53 +0.48 +2.66% 3,160,300 4,434,727 18.47 18.15 18.70 9.7800 32.5000 NVDA Nov 5 47.34 +0.17 +0.36% 7,791,900 7,379,136 47.99 47.04 49.30 13.7500 50.4400 ARMHY Nov 5 17.25 +0.50 +2.99% 645,100 432,954 16.80 16.75 17.47 8.3900 33.5000 MSCC Nov 5 37.715 +2.155 +6.06% 889,000 1,151,909 35.82 35.70 37.95 9.4688 39.3500 GNSS Nov 5 48.91 +1.06 +2.22% 1,527,000 1,615,772 48.04 47.76 49.65 7.1250 51.5000 SW No such ticker symbol. Try Symbol Lookup (Look up: SW) MSFT Nov 5 63.27 +1.87 +3.05% 33,183,700 34,492,136 61.86 61.75 64.03 40.2500 76.1500 ORCL Nov 5 14.96 +0.51 +3.53% 35,243,400 42,245,544 14.82 14.60 15.15 10.1600 35.0000 SEBL Nov 5 20.81 +3.52 +20.36% 33,301,400 14,848,954 18.60 18.50 21.32 12.2400 119.8750 VRTS Nov 5 33.74 +2.78 +8.98% 18,151,500 14,182,227 32.74 32.43 34.65 17.3000 160.1250 MERQ Nov 5 26.79 +2.50 +10.29% 4,385,100 3,969,863 25 24.87 27.54 18.0000 137.8125 ITWO Nov 5 5.21 +0.16 +3.17% 9,032,900 11,137,818 5.30 5.09 5.50 2.9800 91.7500 PSFT Nov 5 33.03 +1.75 +5.59% 9,311,700 9,672,181 32.28 31.948 33.72 15.7800 53.8750 RATL Nov 5 16.35 +0.92 +5.96% 4,053,500 3,066,136 15.72 15.60 16.50 7.5100 60.2500 BMC Nov 5 15.16 +0.06 +0.40% 2,792,500 1,834,863 15.15 14.95 15.27 11.5000 33.0000 CA Nov 5 30.96 -0.06 -0.19% 3,195,400 2,115,409 31.70 30.17 31.75 18.1250 39.0300 CTXS Nov 5 23.57 -0.13 -0.55% 5,865,500 5,424,954 24.34 23.24 24.43 16.8750 37.1875 ADBE Nov 5 28.25 +1.30 +4.82% 2,823,500 4,259,454 27.39 27.32 28.37 22.2000 87.3125 ERTS Nov 5 55.31 +0.41 +0.75% 2,886,600 2,890,954 55.81 55.25 56.90 31.0000 63.7500 NET No such ticker symbol. Try Symbol Lookup (Look up: NET) EBAY Nov 5 53.85 +2.15 +4.16% 6,348,000 8,546,500 52.26 52.14 54.65 26.7500 71.2990 TMPW Nov 5 33.03 +2.92 +9.70% 3,698,200 3,039,545 30.90 30.853 33.50 25.2100 75.4375 AOL Nov 5 33.49 +1.48 +4.62% 25,695,400 17,208,864 33.50 32.50 33.88 27.4000 58.5100 YHOO Nov 5 11.99 +1.03 +9.40% 7,601,800 8,371,045 11.26 11.18 12 8.0200 70.6250 RETK Nov 5 24.92 +3.03 +13.84% 1,538,600 1,165,909 21.69 21.65 25.07 11.4500 48.0000 GMST Nov 5 21.18 +0.69 +3.37% 3,876,400 4,331,727 21.175 20.80 21.98 16.0500 74.0000 CTSH Nov 5 28.29 +0.19 +0.68% 62,600 121,818 28.195 26.42 28.50 17.7000 53.7500 NNDS Nov 5 21.14 +0.09 +0.43% 97,800 63,000 21.50 21 21.50 17.3000 79.7500 INTU Nov 5 42.23 -0.42 -0.98% 3,398,300 3,222,636 43.31 42 44.17 22.6250 69.1250 QSFT Nov 5 17.27 +1.29 +8.07% 1,129,700 1,331,727 15.90 15.75 17.95 9.7000 47.4375 CKFR Nov 5 14.37 +0.67 +4.89% 1,038,100 875,454 13.78 13.71 14.45 12.2000 62.5000 HOMS Nov 5 2.79 +0.51 +22.37% 6,562,000 2,829,636 2.54 2.46 2.95 2.2000 41.7500 SRNA Nov 5 17.25 +1.15 +7.14% 374,600 487,954 16.37 16.35 17.51 5.4688 58.3125 TLRK Nov 5 23.99 -0.01 -0.04% 160,200 157,727 23.86 23.45 24.30 15.9500 35.1250 NTIQ Nov 5 28.28 +1.07 +3.93% 1,450,100 1,203,318 27.22 27.09 28.92 13.5000 111.5000 DMRC Nov 5 13.04 +0.61 +4.91% 31,900 79,000 12.75 12.53 13.05 9.0000 28.2000 SMMX Nov 5 15.51 +0.21 +1.37% 58,600 124,590 15.52 15.42 16.02 11.6600 45.1250 DGIN Nov 5 16.39 +0.39 +2.44% 250,600 246,181 15.75 15.67 16.40 6.9375 23.9375 MACR Nov 5 17.22 +0.29 +1.71% 1,254,300 648,818 16.99 16.86 17.30 11.3000 84.6250 OVER Nov 5 25.25 +2.58 +11.38% 1,318,100 889,409 22.76 22.66 25.32 4.8125 28.2810 WEBM Nov 5 13.27 +1.13 +9.31% 1,452,800 1,145,909 12.49 12.11 13.50 6.1300 98.3750 VRTY Nov 5 11.56 +0.96 +9.06% 335,200 497,045 10.68 10.42 11.80 7.0000 32.7500 ECM No such ticker symbol. Try Symbol Lookup (Look up: ECM) SANM Nov 5 17.30 +1.27 +7.92% 7,737,600 7,666,909 16.41 16.35 17.63 11.6400 58.1875 JBL Nov 5 24.85 +1.41 +6.02% 1,915,400 2,023,136 24.04 23.92 25.20 14.0000 59.8750 FLEX Nov 5 21.99 +0.78 +3.68% 8,363,200 8,698,136 21.58 21.56 22.45 12.3750 40.1250 SLR Nov 5 13.35 +0.25 +1.91% 5,687,400 6,912,045 13.12 13.12 13.69 9.9100 44.5625 SCI Nov 5 23.26 +1.58 +7.29% 770,000 1,257,272 22.21 22.21 23.79 15.5300 46.4375 DRUG No such ticker symbol. Try Symbol Lookup (Look up: DRUG) IDPH Nov 5 63.92 +2.72 +4.44% 3,350,200 3,377,454 62.33 62.17 64.66 32.6250 77.6451 PDLI Nov 5 35.63 +0.84 +2.41% 2,308,100 2,167,954 35.46 35.20 36.56 16.2500 72.6875 GILD Nov 5 65.42 +2.83 +4.52% 1,570,300 2,360,272 63.14 63.11 65.75 24.8750 70.1990 SEPR Nov 5 50.57 +2.26 +4.68% 767,300 916,863 48.44 48.30 51.25 23.4500 87.0000 IVGN Nov 5 64.20 +1.76 +2.82% 1,075,500 848,090 63.20 62.50 65.22 38.5000 87.1250 AFFX Nov 5 32.55 +2.51 +8.36% 1,570,000 1,432,681 30.20 30.20 32.84 13.9800 92.0000 HGSI Nov 5 44.43 +2.24 +5.31% 1,791,600 2,715,818 42.48 42.48 44.54 26.4100 100.2500 AMGN Nov 5 58.54 +0.90 +1.56% 5,029,600 8,071,681 58.24 57.94 58.99 45.4375 75.0625 VRTX Nov 5 26.04 +1.87 +7.74% 496,700 1,039,909 24.45 24.40 26.10 15.5000 98.8750 MLNM Nov 5 27.27 +2.24 +8.95% 2,461,600 3,045,181 25.60 25.56 27.40 15.6300 89.8125 BGEN Nov 5 57.41 +1.35 +2.41% 2,616,500 3,178,090 56.65 55.69 57.79 48.2900 75.0000 MEDI Nov 5 42.04 +1.49 +3.67% 2,773,800 2,688,727 41.05 40.89 42.80 27.6250 72.6250 MISC No such ticker symbol. Try Symbol Lookup (Look up: MISC) DELL Nov 5 25.30 +0.38 +1.52% 26,457,200 27,524,044 25.26 24.60 25.75 16.0100 33.0625 AAPL Nov 5 19.07 +0.50 +2.69% 4,208,500 4,981,363 18.84 18.61 19.25 13.6250 27.1200 PLCM Nov 5 33.06 +0.94 +2.93% 3,235,100 2,509,545 32.41 32.3495 33.88 10.7500 67.7500 WEBX Nov 5 31.44 +1.77 +5.97% 1,185,700 1,326,272 29.88 29.85 31.94 5.0625 50.7500 PLXS Nov 5 26.74 +0.70 +2.69% 750,400 923,136 26.12 26.11 27.54 19.9375 60.5625 OPMR Nov 5 30.43 +0.24 +0.79% 572,500 906,772 30.35 29.80 30.60 17.6400 53.5500

To: Clint E. who wrote (34999)	11/6/2001 6:06:52 AM
From: Clint E.	Respond to of 70664

Nasdaq ends at 2-month high Blue chips notch gains for third straight session By Julie Rannazzisi, CBS.MarketWatch.com Last Update: 5:14 PM ET Nov. 5, 2001 NEW YORK (CBS.MW) -- Investors soaked up tech stocks Monday, sending the Nasdaq to its highest close in over two months. The Dow Industrials also fared well, logging gains for a third consecutive session on the coattails of advances in financial, retail and cyclical issues. One market observer said lower long-term interest rates have been instrumental in keeping the rally off the Sept. 21 low alive and well. The Fed is expected to slash rates for the tenth time this year. "The continued decline in short- and long-term rates is forcing money into equities," said Peter Boockvar, equity strategist at Miller, Tabak & Co. He said Treasury's decision last week to discontinue issuance of 30-year bonds is having a powerful effect on the market. Glancing at tech sector action, networking issues were the star performers throughout the trading day as bellwether Cisco Systems rallied heading into its earnings report. The company (CSCO: news, chart, profile) posted after the close a fiscal first-quarter profit from operations of 4 cents a share, besting the Thomson Financial/First Call estimate by two cents. The stock closed up 3.7 percent. See full story and check After Hours for trading activity after the closing bell. In the broad market, few red lights flickered on traders' screens as only oil service, natural gas, and gold shares backpedaled. Biotech and utility issued were among the biggest gainers. Check market stats and latest sector performance. The Dow Jones Industrial Average ($INDU: news, chart, profile) jumped 117.49 points, or 1.3 percent, to 9,441.03. The index's frontrunners included Eastman Kodak, General Motors, Home Depot, Microsoft, Honeywell, 3M and General Electric. Six Dow stocks ended lower: Exxon Mobil, Alcoa, Johnson & Johnson, Hewlett-Packard, SBC Communications and McDonald's. The Nasdaq Composite ($COMPQ: news, chart, profile) shot up 47.92 points, or 2.7 percent, to 1,793.65 while the Nasdaq 100 Index ($NDX: news, chart, profile) rallied 54.43 points, or 3.8 percent, to 1,480.21. Richard Dickson of Hilliard Lyons notes that market momentum is "neutral to only slightly overbought" on a short-term basis, which indicates that the current rally has more room to go. "If the technical patterns from the rally off the April lows provide any guide, this rally should have another 4 to 5 weeks of life ahead of it. Our forecast, as it now stands, is for a further rally to test resistance at the top of the market's trading range," Dickson said. But he's not sanguine on the long-term prospects of the current upswing. "We have not changed our opinion that the current move is a bear market rally similar to the April-May rally and that it is not the first leg higher in a new bull market," Dickson continued. The technical strategist notes that cyclicals led the market last week, following a pattern that has been in place since the rally began in late September and matching the leadership in the rally off the April low. "The match in leadership provides another reason why we see the current upswing as a bear market rally. The switch from defensive issues to cyclical issues is clearly a bet that the economy will begin to recover in the first half of next year. We think this bet could be on shaky ground," Dickson said. He feels that defensive issues offer much less risk in the current environment as they sport more reasonable valuations and aren't so closely tied to the economic cycle. Richard Bernstein, chief quantitative strategist at Merrill Lynch, expressed similar views. "The S&P 500 remains priced like a growth stock. The current multiple of about 35 times trailing earnings-per-share shows an incredible amount of optimism about future earnings prospects. Our continued caution is simply based on the premise that the turn in profitability might occur later or be weaker than most currently expect," Bernstein maintained. He feels that at 35 times earnings, the risk of disappointment is too high and continues to favor defensive issues. Bruce Steinberg, Merrill's chief economist, also sees near-term risks to the downside: He predicts that fourth-quarter gross domestic product will decline 1.5 percent and first-quarter 2002 GDP will slide 1 percent. For 2002, he projects GDP to grow an anemic 0.9 percent. In the broad market, the Standard & Poor's 500 Index ($SPX: news, chart, profile) climbed 1.4 percent while the Russell 2000 Index ($RUT: news, chart, profile) of small-capitalization stocks advanced 1.0 percent. Volume was on the light side at 1.18 billion on the NYSE and at 1.73 billion on the Nasdaq Stock Market. Market breadth was markedly positive, with advancers squashing decliners by 20 to 11 on the NYSE and by 21 to 14 on the Nasdaq. On the fund flow front, Trim Tabs reported that U.S. equity funds lost an estimated $3.2 billion in the three days ending Nov. 1 for a monthly rate of negative $22.7 billion. During the month of October, U.S. equity funds saw inflows of $1.6 billion. Trim Tabs noted that stock market liquidity remained bearish last week in the face of a pickup in buyback activity as cash takeovers were few and far between while $5.5 billion in new offerings hit the market. Newly announced cash takeovers in October were the lowest since Trim Tabs began tracking them in 1996. Consequently, the fund flow tracker said it remains bearish on the market -- as it has been since Oct. 5. Waiting for the Fed's move The debate over whether the Fed will cut rates by 25 or 50 basis points continued on Wall Street. On its part, the fed funds futures market is pricing in a 100 percent chance of a 1/4 percentage point rate cut and an over 60 percent chance of a 50-basis-point slash. See Economic Preview. Bridgewater Associates believes the pressure on the Fed to cut rates remains incredibly strong. In order to get spending back on track, Bridgewater points out that the Fed must get consumers to ignore a large number of very serious impediments -- not just falling wages and stock portfolios but anthrax scares and vague terrorist attacks. Bridgewater said this means the central bank will have to stimulate at least as much as it has in past recessions to turn the economic tide. "The Fed has roughly cut interest rates an average of 5.5 percent to get the economy going again in the past. So far they've cut 4.00 percent," analyst Jeff Gardner wrote in a research note. Sector and specific stock action Chip stocks ($SOX: news, chart, profile) ended with a 2.8 percent advance. Advanced Micro Devices (AMD: news, chart, profile) jumped 6.4 percent and was among the leaders in the group. The company unveiled its latest Athlon XP processor, which it said delivers a performance advantage of up to 25-percent vs. competitive processors on applications such as digital media, office productivity and 3D gaming. Rival Intel added 2.5 percent. Dow component Boeing (BA: news, chart, profile) gained 2 percent after telling investors Monday at a Goldman Sachs conference that it's on track to bring in $55 billion in revenue in 2002. That revenue figure had been lowered by $1 billion following Boeing's miss of the JSF defense contract to Lockheed Martin ten days ago. Lockheed (LMT: news, chart, profile) ended up 1.3 percent. See full story. On Sunday, meanwhile, Dubai's Emirates said it would spend $15 billion by the end of the decade on a total of 58 planes from Boeing and Europe's Airbus. See full story. Microsoft (MSFT: news, chart, profile), meanwhile, saw its shares rise 3 percent. State antitrust authorities reportedly have listed a dozen changes they want to make in the proposed settlement between Microsoft and the government in the landmark antitrust case against the software company. See full story. Gap (GPS: news, chart, profile) bucked the trend in the retail sector, losing 2.6 percent after Merrill Lynch downgraded the stock to an "intermediate-term neutral" from an "intermediate-term buy," telling investors that the risk-reward ratio is less compelling with continued uncertainty over the timing of an economic recovery. Dow stock Walt Disney (DIS: news, chart, profile) got a boost from the smashing success of the animated movie "Monsters Inc." over the weekend, which made $63.5 million at the box office. The film was made in partnership with Pixar. Prudential lowered Pixar (PIXR: news, chart, profile) to a "hold" from a "buy" on Monday, noting that the stock tends to run up ahead of a movie release and trade flat thereafter. Disney climbed 1.5 percent while Pixar shaved 4.8 percent.

To: Clint E. who wrote (34999)	11/6/2001 6:09:40 AM
From: Clint E.	Respond to of 70664

ICs Symbol Last Trade Change Volume Avg Vol Open Day's Range 52-week Range AMCC Nov 5 13.85 +2.21 +18.99% 21,739,500 12,531,181 12.17 12.10 13.88 6.0105 88.2500 TXCC Nov 5 3.87 +0.46 +13.49% 1,841,400 2,018,409 3.54 3.53 3.90 2.1500 59.9375 VTSS Nov 5 11.19 +1.30 +13.14% 9,390,500 5,422,409 10.21 10.07 11.25 6.6500 81.9375 CNXT Nov 5 12.39 +1.20 +10.72% 9,036,500 4,264,181 11.40 11.35 12.48 6.5700 33.5000 CLTK Nov 5 14.25 +1.35 +10.47% 188,800 78,636 12.93 12.92 14.49 9.8125 50.0625 IDTI Nov 5 32.48 +2.98 +10.10% 5,654,500 2,255,590 30.06 30.05 33.587 17.1600 59.2500 RFMD Nov 5 22.41 +1.94 +9.48% 7,562,100 9,950,000 21.35 21.19 22.68 8.7500 37.5000 QLGC Nov 5 44.63 +3.79 +9.28% 12,843,000 9,516,363 41.71 40.50 45.14 17.2100 130.2500 VRTA Nov 5 11.64 +0.97 +9.09% 1,573,300 843,772 10.99 10.90 11.86 6.8125 24.4375 AVNT Nov 5 10.05 +0.83 +9.00% 545,500 494,545 9.47 9.26 10.25 2.6200 27.0000 PMCS Nov 5 18.96 +1.56 +8.97% 11,268,500 10,428,909 17.94 17.93 19.171 9.3700 159.6875 ALTR Nov 5 24.47 +1.82 +8.04% 10,623,900 7,643,000 23.17 23.05 24.99 14.6600 34.6875 SSTI Nov 5 10.48 +0.77 +7.93% 1,426,000 912,090 9.83 9.80 10.50 3.7800 24.1875 MXICY Nov 5 6.58 +0.48 +7.87% 35,000 54,863 6.25 6.25 6.65 4.2500 14.5042 ASYT Nov 5 10.40 +0.75 +7.77% 289,100 441,272 9.72 9.72 10.40 7.6610 23.7000 CY Nov 5 22.25 +1.60 +7.75% 2,730,400 1,696,045 21.24 21.07 22.26 13.7200 39.6875 RMBS Nov 5 8.90 +0.64 +7.75% 1,616,900 3,128,272 8.50 8.41 8.96 4.8600 72.8750 UMC Nov 5 6.57 +0.46 +7.53% 2,396,800 2,188,409 6.45 6.35 6.60 4.2500 12.2283 XLNX Nov 5 36.16 +2.52 +7.49% 11,375,400 8,156,681 34.25 34.11 36.79 19.5200 74.5625 TQNT Nov 5 20.18 +1.38 +7.34% 3,947,300 3,613,272 19.11 19.09 20.36 10.2500 61.5625 IFX Nov 5 17.27 +1.17 +7.27% 191,100 313,863 16.61 16.61 17.68 10.7100 47.3125 AHAA Nov 5 27.73 +1.87 +7.23% 1,658,000 2,254,272 25.87 25.87 28.35 13.0625 55.3750 AXTI Nov 5 12.08 +0.79 +7.00% 295,100 277,818 11.40 11.16 12.46 9.9000 46.4375 CALP Nov 5 11.32 +0.69 +6.49% 213,200 210,727 10.83 10.64 11.62 8.4000 62.5000 AMD Nov 5 13.04 +0.79 +6.45% 10,511,600 5,895,681 12.46 12.46 13.20 7.6900 34.6500 BRCM Nov 5 40.26 +2.41 +6.37% 14,779,100 12,182,818 38.80 37.84 40.89 18.4000 222.5625 CREE Nov 5 21.04 +1.24 +6.26% 1,390,400 1,381,272 20.10 20 21.35 12.2100 64.1250 NANO Nov 5 25.14 +1.47 +6.21% 102,600 88,545 24.37 23.36 25.50 10.6250 36.6600 ELNT Nov 5 36.93 +2.15 +6.18% 678,800 553,500 35.06 35.055 37.90 17.5000 123.0000 MCRL Nov 5 28.31 +1.63 +6.11% 752,500 925,045 27.18 27.05 28.50 17.1000 51.1250 TSM Nov 5 14.27 +0.82 +6.10% 5,023,000 4,992,863 13.85 13.81 14.40 8.3900 19.0179 ASML Nov 5 16.58 +0.95 +6.08% 2,392,000 2,899,409 16 16 16.63 9.5100 30.6250 MSCC Nov 5 37.715 +2.155 +6.06% 889,000 1,151,909 35.82 35.70 37.95 9.4688 39.3500 ESIO Nov 5 25.95 +1.44 +5.88% 350,800 271,045 24.70 24.20 26.25 19.4200 42.1400 ISIL Nov 5 36.81 +1.97 +5.65% 4,071,900 1,939,636 34.935 34.71 37.47 13.5625 45.5000 ALSC Nov 5 9.25 +0.48 +5.47% 143,400 225,409 9.10 8.90 9.29 6.2400 20.8750 ZL Nov 5 8.88 +0.46 +5.46% 104,300 58,863 8.32 8.31 8.95 6.0300 12.3125 TMCS Nov 5 14.41 +0.74 +5.41% 73,200 359,590 13.87 13.65 14.75 6.7500 17.6200 ANAD Nov 5 17.85 +0.90 +5.31% 618,800 552,545 17.10 17 18.28 10.2200 25.7500 IBIS Nov 5 6.79 +0.34 +5.27% 425,100 70,227 6.70 6.28 6.82 3.1500 42.6250 STM Nov 5 30.95 +1.45 +4.92% 2,135,900 1,725,727 30.30 30.30 30.99 17.8900 51.8750 EXAR Nov 5 24.74 +1.15 +4.87% 407,200 535,318 24.99 24.16 25.10 14.8100 50.8750 MENT Nov 5 19.90 +0.90 +4.74% 591,100 948,909 19.02 19.02 20.18 12.8400 33.6250 MXIM Nov 5 50.95 +2.30 +4.73% 5,048,500 5,448,363 49.30 49.15 51.05 32.2000 70.1250 SNPS Nov 5 49.91 +2.05 +4.28% 1,242,000 1,178,727 47.99 47.95 50.25 33.3125 63.0100 MRVL Nov 5 28.91 +1.18 +4.26% 2,234,400 1,597,045 28 27.81 29.70 7.9375 56.0000 PSEM Nov 5 14.20 +0.55 +4.03% 166,200 169,772 14 13.77 14.48 10.1250 27.0000 TMTA Nov 5 1.82 +0.07 +4.00% 310,200 1,077,318 1.77 1.77 1.85 1.1700 50.8750 SLAB Nov 5 25.96 +0.98 +3.92% 346,100 357,000 25.50 25 26.30 10.1250 39.8750 LSCC Nov 5 19.6207 +0.7207 +3.81% 1,151,200 1,615,363 19.15 19.07 19.89 14.0400 29.6500 UTEK Nov 5 14.52 +0.53 +3.79% 76,200 243,409 14.20 14.15 14.61 10.8000 39.3750 NSM Nov 5 29.30 +1.05 +3.72% 3,676,300 2,478,863 28.43 28.43 29.54 17.1250 35.1000 LLTC Nov 5 42.48 +1.52 +3.71% 4,341,300 5,326,500 41.74 41.31 43 29.4500 68.0625 AMKR Nov 5 14.04 +0.47 +3.46% 592,100 764,090 13.65 13.62 14.08 9.0000 26.5000 ZRAN Nov 5 28 +0.90 +3.32% 706,200 811,227 27.30 27.05 28.1786 10.8125 52.0000 DSPG Nov 5 23.28 +0.74 +3.28% 357,900 249,909 22.31 22.21 23.28 13.5000 29.7500 ADI Nov 5 41.56 +1.31 +3.25% 3,748,100 3,650,590 41.00 40.85 42.00 29.0000 67.4375 ARMHY Nov 5 17.25 +0.50 +2.99% 645,100 432,954 16.80 16.75 17.47 8.3900 33.5000 CHRT Nov 5 20.41 +0.58 +2.92% 95,500 582,636 20.16 20.16 20.52 16.0600 56.3750 ONNN Nov 5 1.41 +0.04 +2.92% 497,900 241,818 1.41 1.30 1.42 1.1200 10.7500 SNDK Nov 5 10.95 +0.31 +2.91% 1,136,600 903,136 10.88 10.51 11.30 8.6100 70.0000 KLAC Nov 5 46.30 +1.28 +2.84% 6,273,800 8,769,454 45.79 45.46 47.19 25.5625 61.0000 IRF Nov 5 38.91 +1.06 +2.80% 790,600 895,454 38.30 38.30 39.40 24.0500 69.5000 GEMP Nov 5 5.88 +0.16 +2.80% 48,700 27,409 5.76 5.75 5.97 3.6000 18.8750 COHU Nov 5 17.99 +0.48 +2.74% 28,500 77,909 17.69 17.31 18 13.0500 23.5500 HIFN Nov 5 14.89 +0.39 +2.69% 43,900 105,772 14.50 14.50 15 7.9000 68.4375 MTSN Nov 5 5.39 +0.14 +2.67% 267,100 445,227 5.22 5.10 5.75 3.0600 19.5000 LSI Nov 5 18.53 +0.48 +2.66% 3,160,300 4,434,727 18.47 18.15 18.70 9.7800 32.5000 INTC Nov 5 26.96 +0.68 +2.59% 42,270,400 48,640,544 26.75 26.65 27.28 18.9600 47.3750 CYMI Nov 5 22.41 +0.56 +2.56% 350,900 381,545 21.80 21.65 22.49 14.1500 36.0000 EGLS Nov 5 14.05 +0.35 +2.55% 49,300 55,500 13.10 13.10 14.05 11.5000 20.5000 HIT Nov 5 74.30 +1.80 +2.48% 56,300 47,909 72.75 72.75 74.95 64.0000 116.5000 ACTL Nov 5 19.50 +0.45 +2.36% 87,800 175,272 19.20 18.86 19.69 15.2700 35.5000 GNSS Nov 5 48.91 +1.06 +2.22% 1,527,000 1,615,772 48.04 47.76 49.65 7.1250 51.5000 SMTL Nov 5 10.42 +0.22 +2.16% 67,900 53,227 9.915 9.915 11.02 6.9375 15.0000 PLAB Nov 5 26.52 +0.52 +2.00% 438,400 472,590 25.705 25.70 26.85 15.2500 38.4375 LRCX Nov 5 21.75 +0.41 +1.92% 1,915,300 2,924,363 21.34 21.14 21.85 13.0000 33.7600 FCS Nov 5 23.02 +0.42 +1.86% 802,500 589,545 22.70 22.70 23.15 11.1875 25.3500 MOT Nov 5 17.10 +0.30 +1.79% 10,987,300 10,567,045 16.95 16.95 17.35 10.5000 26.2500 DPMI Nov 5 39 +0.68 +1.77% 351,800 267,545 38.57 38.50 40.07 22.6000 88.8125 CDN Nov 5 24.04 +0.41 +1.74% 2,931,800 1,457,636 23.44 23.44 24.439 14.1000 32.6875 MKSI Nov 5 23.03 +0.38 +1.68% 76,300 168,136 22.50 22.50 23.77 14.2500 31.9700 PHTN Nov 5 29.45 +0.47 +1.62% 149,000 274,500 29 28.76 29.97 16.6875 43.0000 COHR Nov 5 27.40 +0.42 +1.56% 249,800 150,318 26.76 26.75 27.95 25.0500 53.7500 VECO Nov 5 27.96 +0.36 +1.30% 199,500 419,409 27.86 27.41 28.34 19.9000 69.5000 MCHP Nov 5 33.58 +0.43 +1.30% 2,414,800 2,206,590 33.70 33.293 34.41 19.3750 38.7000 AMAT Nov 5 38.46 +0.49 +1.29% 14,615,400 16,540,181 38.36 37.95 39.51 26.5900 59.1000 KLIC Nov 5 17.50 +0.16 +0.92% 1,858,200 1,038,636 17.38 17.27 17.87 8.1600 18.7000 SMTC Nov 5 42.05 +0.36 +0.86% 1,515,100 1,323,818 42.11 41.19 43.31 15.0000 43.3100 NVLS Nov 5 36.89 +0.30 +0.82% 4,422,400 7,626,272 37.19 36.75 37.95 24.9375 58.7000 QUIK Nov 5 3.81 +0.03 +0.79% 20,000 113,681 3.75 3.71 3.94 3.2500 11.2500 ATML Nov 5 8.59 +0.06 +0.70% 4,921,300 5,495,909 8.78 8.43 8.91 5.4800 18.4375 VSH Nov 5 18.98 +0.10 +0.53% 1,486,100 935,727 18.80 18.75 19.41 13.7500 31.5000 NVDA Nov 5 47.34 +0.17 +0.36% 7,791,900 7,379,136 47.99 47.04 49.30 13.7500 50.4400 SYXI Nov 5 7.11 +0.01 +0.14% 34,500 107,500 7.19 7 7.39 4.2700 27.7500 SILI Nov 5 25.15 0.00 0.00% 39,100 24,545 25.15 24.15 25.51 16.9375 43.0000 TXN Nov 5 29.90 -0.03 -0.10% 8,647,300 10,224,954 30.70 29.73 30.89 20.1000 54.6875 ESST Nov 5 13.69 -0.02 -0.15% 312,400 363,727 13.89 13.49 14.25 4.5000 16.4375 PRIA Nov 5 17.65 -0.09 -0.51% 649,200 556,818 17.71 17.64 18.25 8.7500 35.3125 BRKS Nov 5 35 -0.19 -0.54% 436,200 670,409 35.15 34.70 36.09 19.8750 65.1328 MU Nov 5 24.60 -0.15 -0.61% 7,866,000 7,235,954 24.75 23.75 25.20 16.3900 49.6100 POWI Nov 5 23.72 -0.23 -0.96% 371,700 515,818 23.50 22.86 24.34 9.0000 26.1500 CMOS Nov 5 16.17 -0.19 -1.16% 945,100 1,087,318 16.46 15.79 16.85 10.9500 30.8750 TER Nov 5 25.71 -0.47 -1.80% 2,933,700 2,554,181 26.20 25.53 26.73 18.4300 47.2100 STEC Nov 5 1.99 -0.0595 -2.90% 44,700 50,681 2.01 1.90 2.02 1.0300 7.8750 SIPX Nov 5 8.30 -0.50 -5.68% 277,100 139,318 8.76 8.10 9 5.7500 37.9375 CCMP Nov 5 66.68 -4.154 -5.86% 1,653,200 1,490,636 71.58 66.40 73 35.5000 100.1250 ATMI Nov 5 18.50 -1.43 -7.18% 1,182,400 307,772 19.55 18.15 19.55 14.3750 32.7300 LTXX Nov 5 18.96 +0.76 +4.18% 919,400 818,227 18.37 18.36 19 9.5625 32.1500

To: Clint E. who wrote (34999)	11/6/2001 6:10:33 AM
From: Clint E.	Respond to of 70664

hp-sort Symbol Last Trade Change Volume Avg Vol Open Day's Range 52-week Range HOMS Nov 5 2.79 +0.51 +22.37% 6,562,000 2,829,636 2.54 2.46 2.95 2.2000 41.7500 SEBL Nov 5 20.81 +3.52 +20.36% 33,301,400 14,848,954 18.60 18.50 21.32 12.2400 119.8750 AMCC Nov 5 13.85 +2.21 +18.99% 21,739,500 12,531,181 12.17 12.10 13.88 6.0105 88.2500 EXTR Nov 5 13.63 +2.08 +18.01% 10,834,800 6,125,727 12.12 12.02 13.75 5.8500 98.5000 JNPR Nov 5 22.58 +3.10 +15.91% 37,048,600 18,629,272 20.56 20.45 23.027 8.9000 221.7500 IONA Nov 5 13.50 +1.78 +15.19% 167,600 224,000 12.10 12 13.50 6.9000 77.2500 MANH Nov 5 32.90 +4.24 +14.79% 832,300 439,500 28.85 28.83 33.09 10.1250 72.6250 PWER Nov 5 9.48 +1.18 +14.22% 2,788,500 983,636 8.33 8.32 9.48 5.3200 78.5000 RETK Nov 5 24.92 +3.03 +13.84% 1,538,600 1,165,909 21.69 21.65 25.07 11.4500 48.0000 WVCM Nov 5 32.62 +3.87 +13.46% 17,800 3,818 30.10 30 33 14.5000 83.0000 NTAP Nov 5 17 +2.01 +13.41% 19,892,400 8,706,590 15.90 15.80 17.19 6.0000 123.1875 ONIS Nov 5 5.61 +0.66 +13.33% 2,995,400 5,362,000 5.17 5.09 5.65 3.5000 72.9375 VTSS Nov 5 11.19 +1.30 +13.14% 9,390,500 5,422,409 10.21 10.07 11.25 6.6500 81.9375 EMLX Nov 5 27.35 +3.14 +12.97% 9,615,500 6,236,318 25.25 24.40 27.81 8.4000 109.7500 CIEN Nov 5 16.92 +1.83 +12.13% 28,622,500 18,677,818 15.90 15.75 17.19 9.2000 121.3750 AGIL Nov 5 10.93 +1.18 +12.10% 2,141,900 876,545 9.76 9.75 11.13 7.0500 88.2500 MCDT Nov 5 18.20 +1.90 +11.66% 2,377,300 N/A 17.24 16.37 19.05 7.0400 97.8750 EMC Nov 5 14.50 +1.41 +10.77% 38,251,300 21,322,544 13.50 13.50 14.78 10.0100 98.9375 MERQ Nov 5 26.79 +2.50 +10.29% 4,385,100 3,969,863 25 24.87 27.54 18.0000 137.8125 IDTI Nov 5 32.48 +2.98 +10.10% 5,654,500 2,255,590 30.06 30.05 33.587 17.1600 59.2500 TMPW Nov 5 33.03 +2.92 +9.70% 3,698,200 3,039,545 30.90 30.853 33.50 25.2100 75.4375 RFMD Nov 5 22.41 +1.94 +9.48% 7,562,100 9,950,000 21.35 21.19 22.68 8.7500 37.5000 YHOO Nov 5 11.99 +1.03 +9.40% 7,601,800 8,371,045 11.26 11.18 12 8.0200 70.6250 MUSE Nov 5 10.33 +0.88 +9.31% 2,710,100 3,330,727 9.70 9.69 10.73 5.3000 88.7500 WEBM Nov 5 13.27 +1.13 +9.31% 1,452,800 1,145,909 12.49 12.11 13.50 6.1300 98.3750 QLGC Nov 5 44.63 +3.79 +9.28% 12,843,000 9,516,363 41.71 40.50 45.14 17.2100 130.2500 VRTS Nov 5 33.74 +2.78 +8.98% 18,151,500 14,182,227 32.74 32.43 34.65 17.3000 160.1250 PMCS Nov 5 18.96 +1.56 +8.97% 11,268,500 10,428,909 17.94 17.93 19.171 9.3700 159.6875 MLNM Nov 5 27.27 +2.24 +8.95% 2,461,600 3,045,181 25.60 25.56 27.40 15.6300 89.8125 GSPN Nov 5 11.60 +0.95 +8.92% 2,518,400 2,004,318 10.97 10.89 11.86 7.9000 73.5000 SNWL Nov 5 15.67 +1.27 +8.82% 573,300 770,318 14.21 14.21 15.88 8.5000 26.8750 CHKP Nov 5 32.96 +2.65 +8.74% 6,545,200 8,871,545 31.22 31.15 33.08 19.5600 115.2501 DIGL Nov 5 6.10 +0.49 +8.73% 774,100 1,252,954 5.85 5.75 6.10 4.9000 57.5600 OPWV Nov 5 8.38 +0.63 +8.13% 3,954,800 7,710,727 7.98 7.92 8.65 6.5000 111.5000 HLIT Nov 5 8.54 +0.64 +8.10% 1,547,000 1,996,590 8.16 8.15 8.56 2.7500 18.6875 QSFT Nov 5 17.27 +1.29 +8.07% 1,129,700 1,331,727 15.90 15.75 17.95 9.7000 47.4375 BRCD Nov 5 27.59 +2.06 +8.07% 14,558,500 15,170,818 26.15 26.05 28.07 12.6000 131.1484 ALTR Nov 5 24.47 +1.82 +8.04% 10,623,900 7,643,000 23.17 23.05 24.99 14.6600 34.6875 SANM Nov 5 17.30 +1.27 +7.92% 7,737,600 7,666,909 16.41 16.35 17.63 11.6400 58.1875 CY Nov 5 22.25 +1.60 +7.75% 2,730,400 1,696,045 21.24 21.07 22.26 13.7200 39.6875 RMBS Nov 5 8.90 +0.64 +7.75% 1,616,900 3,128,272 8.50 8.41 8.96 4.8600 72.8750 ALA Nov 5 16.70 +1.19 +7.67% 1,852,500 1,359,818 16.20 16.15 17.00 10.5300 68.3125 XLNX Nov 5 36.16 +2.52 +7.49% 11,375,400 8,156,681 34.25 34.11 36.79 19.5200 74.5625 TQNT Nov 5 20.18 +1.38 +7.34% 3,947,300 3,613,272 19.11 19.09 20.36 10.2500 61.5625 SCI Nov 5 23.26 +1.58 +7.29% 770,000 1,257,272 22.21 22.21 23.79 15.5300 46.4375 AHAA Nov 5 27.73 +1.87 +7.23% 1,658,000 2,254,272 25.87 25.87 28.35 13.0625 55.3750 AXTI Nov 5 12.08 +0.79 +7.00% 295,100 277,818 11.40 11.16 12.46 9.9000 46.4375 ULCM Nov 5 10.65 +0.69 +6.93% 285,800 451,000 10.09 9.94 10.66 5.9000 54.2500 CALP Nov 5 11.32 +0.69 +6.49% 213,200 210,727 10.83 10.64 11.62 8.4000 62.5000 AMD Nov 5 13.04 +0.79 +6.45% 10,511,600 5,895,681 12.46 12.46 13.20 7.6900 34.6500 BRCM Nov 5 40.26 +2.41 +6.37% 14,779,100 12,182,818 38.80 37.84 40.89 18.4000 222.5625 FFIV Nov 5 17.97 +1.06 +6.27% 738,900 479,818 17.01 16.84 18.11 3.7500 39.0000 CREE Nov 5 21.04 +1.24 +6.26% 1,390,400 1,381,272 20.10 20 21.35 12.2100 64.1250 ELNT Nov 5 36.93 +2.15 +6.18% 678,800 553,500 35.06 35.055 37.90 17.5000 123.0000 NETE Nov 5 12.40 +0.72 +6.16% 1,295,400 1,442,727 11.725 11.68 12.49 7.9000 78.5000 ANDW Nov 5 21.23 +1.23 +6.15% 1,111,400 794,272 20.18 20.18 21.64 13.1875 27.4375 MCRL Nov 5 28.31 +1.63 +6.11% 752,500 925,045 27.18 27.05 28.50 17.1000 51.1250 ASML Nov 5 16.58 +0.95 +6.08% 2,392,000 2,899,409 16 16 16.63 9.5100 30.6250 JBL Nov 5 24.85 +1.41 +6.02% 1,915,400 2,023,136 24.04 23.92 25.20 14.0000 59.8750 GLW Nov 5 8.32 +0.47 +5.99% 9,219,900 7,741,272 8.04 8 8.59 6.9200 79.7500 WEBX Nov 5 31.44 +1.77 +5.97% 1,185,700 1,326,272 29.88 29.85 31.94 5.0625 50.7500 RATL Nov 5 16.35 +0.92 +5.96% 4,053,500 3,066,136 15.72 15.60 16.50 7.5100 60.2500 ESIO Nov 5 25.95 +1.44 +5.88% 350,800 271,045 24.70 24.20 26.25 19.4200 42.1400 PSFT Nov 5 33.03 +1.75 +5.59% 9,311,700 9,672,181 32.28 31.948 33.72 15.7800 53.8750 NEWP Nov 5 16.66 +0.87 +5.51% 474,100 1,160,590 16.08 16.08 17.04 11.9100 128.4375 SUNW Nov 5 12.06 +0.62 +5.42% 90,620,704 47,641,088 12 11.92 12.48 7.5200 57.0938 LEON Nov 5 17.50 +0.89 +5.36% 900 15,090 17.9355 17.50 17.94 6.7900 90.7500 HGSI Nov 5 44.43 +2.24 +5.31% 1,791,600 2,715,818 42.48 42.48 44.54 26.4100 100.2500 HNCS Nov 5 18.71 +0.92 +5.17% 235,500 527,545 17.77 17.70 18.95 14.0000 35.3750 A Nov 5 24.48 +1.18 +5.06% 1,958,300 1,672,727 23.45 23.45 24.80 18.0000 68.0000 TLGD Nov 5 27.10 +1.28 +4.96% 55,400 171,500 25.91 25.91 27.40 15.2500 99.5625 STM Nov 5 30.95 +1.45 +4.92% 2,135,900 1,725,727 30.30 30.30 30.99 17.8900 51.8750 CKFR Nov 5 14.37 +0.67 +4.89% 1,038,100 875,454 13.78 13.71 14.45 12.2000 62.5000 EXAR Nov 5 24.74 +1.15 +4.87% 407,200 535,318 24.99 24.16 25.10 14.8100 50.8750 ADBE Nov 5 28.25 +1.30 +4.82% 2,823,500 4,259,454 27.39 27.32 28.37 22.2000 87.3125 MXIM Nov 5 50.95 +2.30 +4.73% 5,048,500 5,448,363 49.30 49.15 51.05 32.2000 70.1250 SEPR Nov 5 50.57 +2.26 +4.68% 767,300 916,863 48.44 48.30 51.25 23.4500 87.0000 AOL Nov 5 33.49 +1.48 +4.62% 25,695,400 17,208,864 33.50 32.50 33.88 27.4000 58.5100 NOK Nov 5 22.45 +0.99 +4.61% 10,973,600 13,026,409 21.90 21.88 22.64 12.7000 53.7500 BEAS Nov 5 13.18 +0.57 +4.52% 16,679,000 13,952,863 13.159 12.647 13.95 8.9400 84.1250 VSEA Nov 5 32.64 +1.41 +4.51% 572,800 664,818 31.42 31.42 33.07 16.9375 50.0400 ANEN Nov 5 15.85 +0.68 +4.48% 135,600 290,863 15.40 15.28 16.18 10.0000 77.0000 IDPH Nov 5 63.92 +2.72 +4.44% 3,350,200 3,377,454 62.33 62.17 64.66 32.6250 77.6451 Q Nov 5 12.50 +0.53 +4.43% 13,801,400 11,006,409 12.00 11.99 12.54 11.4900 48.1875 MANU Nov 5 8.49 +0.35 +4.30% 1,853,900 2,657,000 8.26 8.10 8.701 4.9400 66.0625 SNPS Nov 5 49.91 +2.05 +4.28% 1,242,000 1,178,727 47.99 47.95 50.25 33.3125 63.0100 PLUG Nov 5 8.55 +0.35 +4.27% 292,100 356,454 8.61 8.37 9.10 6.0100 38.0000 RIMM Nov 5 17.18 +0.70 +4.25% 1,025,400 2,873,818 16.84 16.70 17.74 13.7000 116.5000 AMZN Nov 5 6.99 +0.28 +4.17% 6,313,100 6,070,545 7.10 6.96 7.20 5.5100 39.4375 EBAY Nov 5 53.85 +2.15 +4.16% 6,348,000 8,546,500 52.26 52.14 54.65 26.7500 71.2990 FCEL Nov 5 16.46 +0.63 +3.98% 193,500 745,181 15.92 15.82 16.57 10.4800 46.7200 NTIQ Nov 5 28.28 +1.07 +3.93% 1,450,100 1,203,318 27.22 27.09 28.92 13.5000 111.5000 SLAB Nov 5 25.96 +0.98 +3.92% 346,100 357,000 25.50 25 26.30 10.1250 39.8750 TEK Nov 5 21.50 +0.80 +3.86% 666,800 511,409 20.72 20.62 21.89 16.7500 40.5000 VRSN Nov 5 40.21 +1.48 +3.82% 11,195,800 10,354,772 39.77 39.15 41.80 26.2500 146.4375 LSCC Nov 5 19.6207 +0.7207 +3.81% 1,151,200 1,615,363 19.15 19.07 19.89 14.0400 29.6500 SAP Nov 5 27.51 +1.01 +3.81% 781,400 933,500 27.49 27.49 28.05 21.3100 53.1250 MEDX Nov 5 20.30 +0.74 +3.78% 492,300 988,863 19.90 19.66 20.55 11.7500 75.0000 ISSX Nov 5 28.01 +1.01 +3.74% 1,854,100 1,617,272 27.20 26.75 28.64 8.3500 102.9375 NSM Nov 5 29.30 +1.05 +3.72% 3,676,300 2,478,863 28.43 28.43 29.54 17.1250 35.1000 LLTC Nov 5 42.48 +1.52 +3.71% 4,341,300 5,326,500 41.74 41.31 43 29.4500 68.0625 CSCO Nov 5 17.90 +0.64 +3.71% 106,108,200 71,134,184 17.86 17.599 17.99 11.0400 57.6250 CMVT Nov 5 20.23 +0.72 +3.69% 6,858,800 5,763,909 20 19.96 21.34 15.0300 124.7500 SYMC Nov 5 59.46 +2.11 +3.68% 1,535,900 2,506,181 57.86 57.86 60.54 27.3750 73.5000 FLEX Nov 5 21.99 +0.78 +3.68% 8,363,200 8,698,136 21.58 21.56 22.45 12.3750 40.1250 MEDI Nov 5 42.04 +1.49 +3.67% 2,773,800 2,688,727 41.05 40.89 42.80 27.6250 72.6250 SDS Nov 5 26.01 +0.92 +3.67% 1,794,700 1,940,818 25.20 25.20 26.12 20.0000 32.4900 ORCL Nov 5 14.96 +0.51 +3.53% 35,243,400 42,245,544 14.82 14.60 15.15 10.1600 35.0000 CLS Nov 5 38.25 +1.26 +3.41% 1,622,400 2,751,272 37.90 37.75 39.05 20.6900 76.4000 GMST Nov 5 21.18 +0.69 +3.37% 3,876,400 4,331,727 21.175 20.80 21.98 16.0500 74.0000 ZRAN Nov 5 28 +0.90 +3.32% 706,200 811,227 27.30 27.05 28.1786 10.8125 52.0000 DSPG Nov 5 23.28 +0.74 +3.28% 357,900 249,909 22.31 22.21 23.28 13.5000 29.7500 QQQ Nov 5 36.76 +1.16 +3.26% 64,469,300 N/A 36.26 36.16 37.16 27.2000 84.1250 ADI Nov 5 41.56 +1.31 +3.25% 3,748,100 3,650,590 41.00 40.85 42.00 29.0000 67.4375 CSGS Nov 5 34.75 +1.06 +3.15% 718,300 604,000 33.86 33.85 35.55 30.4000 64.7000 MSFT Nov 5 63.27 +1.87 +3.05% 33,183,700 34,492,136 61.86 61.75 64.03 40.2500 76.1500 DISH Nov 5 23.45 +0.67 +2.94% 5,655,700 3,774,727 23.04 23.02 23.70 19.4900 46.3750 PLCM Nov 5 33.06 +0.94 +2.93% 3,235,100 2,509,545 32.41 32.3495 33.88 10.7500 67.7500 SNDK Nov 5 10.95 +0.31 +2.91% 1,136,600 903,136 10.88 10.51 11.30 8.6100 70.0000 KLAC Nov 5 46.30 +1.28 +2.84% 6,273,800 8,769,454 45.79 45.46 47.19 25.5625 61.0000 EDS Nov 5 67.29 +1.84 +2.81% 5,080,800 3,032,454 66.00 65.60 67.29 47.5000 67.4000 HIFN Nov 5 14.89 +0.39 +2.69% 43,900 105,772 14.50 14.50 15 7.9000 68.4375 PLXS Nov 5 26.74 +0.70 +2.69% 750,400 923,136 26.12 26.11 27.54 19.9375 60.5625 WIND Nov 5 14.61 +0.38 +2.67% 419,200 529,136 14.465 14.36 15.38 9.7100 47.6250 LSI Nov 5 18.53 +0.48 +2.66% 3,160,300 4,434,727 18.47 18.15 18.70 9.7800 32.5000 ILUM Nov 5 36.88 +0.95 +2.64% 1,202,600 876,181 36.13 36.13 38.70 13.0625 49.2900 INTC Nov 5 26.96 +0.68 +2.59% 42,270,400 48,640,544 26.75 26.65 27.28 18.9600 47.3750 RSAS Nov 5 13.50 +0.34 +2.58% 2,275,500 1,877,772 13.55 13.27 13.78 6.7900 44.3334 CYMI Nov 5 22.41 +0.56 +2.56% 350,900 381,545 21.80 21.65 22.49 14.1500 36.0000 DGIN Nov 5 16.39 +0.39 +2.44% 250,600 246,181 15.75 15.67 16.40 6.9375 23.9375 BGEN Nov 5 57.41 +1.35 +2.41% 2,616,500 3,178,090 56.65 55.69 57.79 48.2900 75.0000 EXFO Nov 5 10.92 +0.24 +2.25% 73,000 163,409 10.78 10.66 11.25 7.0000 51.5000 TRMS Nov 5 38.04 +0.79 +2.12% 62,900 167,318 37.49 37.10 38.96 23.0000 80.0000 EMKR Nov 5 10.15 +0.21 +2.11% 837,400 590,136 9.90 9.76 10.50 7.6700 55.3750 JKHY Nov 5 25.65 +0.51 +2.03% 288,100 442,136 25.20 25.20 26.07 18.5625 33.2400 INFY Nov 5 48.95 +0.96 +2.00% 118,800 126,590 48.09 47.60 50.25 30.6000 141.5000 LRCX Nov 5 21.75 +0.41 +1.92% 1,915,300 2,924,363 21.34 21.14 21.85 13.0000 33.7600 SLR Nov 5 13.35 +0.25 +1.91% 5,687,400 6,912,045 13.12 13.12 13.69 9.9100 44.5625 NXTL Nov 5 8.16 +0.15 +1.87% 10,722,600 13,618,272 8.29 8.01 8.381 6.8700 38.6250 FCS Nov 5 23.02 +0.42 +1.86% 802,500 589,545 22.70 22.70 23.15 11.1875 25.3500 VICR Nov 5 16.21 +0.29 +1.82% 96,300 92,681 16.19 15.59 16.50 12.1600 50.6250 MOT Nov 5 17.10 +0.30 +1.79% 10,987,300 10,567,045 16.95 16.95 17.35 10.5000 26.2500 DPMI Nov 5 39 +0.68 +1.77% 351,800 267,545 38.57 38.50 40.07 22.6000 88.8125 MACR Nov 5 17.22 +0.29 +1.71% 1,254,300 648,818 16.99 16.86 17.30 11.3000 84.6250 PHTN Nov 5 29.45 +0.47 +1.62% 149,000 274,500 29 28.76 29.97 16.6875 43.0000 ESPD Nov 5 5.64 +0.09 +1.62% 106,100 317,818 5.54 5.35 5.70 4.6000 34.7500 AMGN Nov 5 58.54 +0.90 +1.56% 5,029,600 8,071,681 58.24 57.94 58.99 45.4375 75.0625 COHR Nov 5 27.40 +0.42 +1.56% 249,800 150,318 26.76 26.75 27.95 25.0500 53.7500 SFA Nov 5 22.20 +0.34 +1.56% 1,525,000 2,267,227 22.10 22.10 23.20 15.7500 70.0000 BARZ Nov 5 47.43 +0.66 +1.41% 95,100 172,363 46.24 46.16 48.04 35.3600 61.5000 DY Nov 5 11.76 +0.16 +1.38% 155,200 323,636 11.62 11.50 11.82 10.5000 49.3750 PCS Nov 5 23.57 +0.32 +1.38% 5,215,200 10,237,045 23.25 23.25 24.00 15.7200 33.2500 SMMX Nov 5 15.51 +0.21 +1.37% 58,600 124,590 15.52 15.42 16.02 11.6600 45.1250 TDS Nov 5 89.50 +1.20 +1.36% 85,600 164,363 88.38 88.38 89.75 80.6000 111.2500 CPKI Nov 5 18.16 +0.24 +1.34% 112,500 232,136 17.91 17.80 18.32 14.2100 34.9375 VECO Nov 5 27.96 +0.36 +1.30% 199,500 419,409 27.86 27.41 28.34 19.9000 69.5000 AMAT Nov 5 38.46 +0.49 +1.29% 14,615,400 16,540,181 38.36 37.95 39.51 26.5900 59.1000 APCS Nov 5 13.59 +0.17 +1.27% 719,000 671,545 13.35 13.25 14.12 6.1250 20.0000 SMTF Nov 5 18.21 +0.21 +1.17% 493,800 1,630,409 18.07 17.91 18.97 13.4000 52.9375 BOBJ Nov 5 28.87 +0.31 +1.09% 365,100 561,681 28.47 28.47 29.11 17.0000 56.6667 ADSK Nov 5 34.35 +0.35 +1.03% 361,300 627,363 33.80 33.80 34.90 20.0000 40.3750 VSAT Nov 5 13.99 +0.14 +1.01% 296,000 173,727 14 13.91 14.10 9.3750 23.8800 LWIN Nov 5 15.15 +0.14 +0.93% 256,700 836,909 15.26 14.90 15.47 12.7000 51.0000 OPNT Nov 5 10.25 +0.09 +0.89% 51,500 113,409 10.27 9.90 10.29 4.7500 44.4375 SMTC Nov 5 42.05 +0.36 +0.86% 1,515,100 1,323,818 42.11 41.19 43.31 15.0000 43.3100 NVLS Nov 5 36.89 +0.30 +0.82% 4,422,400 7,626,272 37.19 36.75 37.95 24.9375 58.7000 ERTS Nov 5 55.31 +0.41 +0.75% 2,886,600 2,890,954 55.81 55.25 56.90 31.0000 63.7500 CTSH Nov 5 28.29 +0.19 +0.68% 62,600 121,818 28.195 26.42 28.50 17.7000 53.7500 ADTN Nov 5 23.81 +0.13 +0.55% 105,600 199,590 23.95 23.75 24.33 16.5625 44.6250 SEIC Nov 5 32.11 +0.16 +0.50% 654,200 617,590 31.96 31.65 32.57 26.2500 62.8438 IBM Nov 5 109.97 +0.47 +0.43% 5,708,200 8,564,681 109.95 109.08 110.59 80.0625 119.9000 NNDS Nov 5 21.14 +0.09 +0.43% 97,800 63,000 21.50 21 21.50 17.3000 79.7500 TKLC Nov 5 19.50 +0.08 +0.41% 391,600 556,409 19.45 19.08 19.99 11.5000 40.5000 BMC Nov 5 15.16 +0.06 +0.40% 2,792,500 1,834,863 15.15 14.95 15.27 11.5000 33.0000 NVDA Nov 5 47.34 +0.17 +0.36% 7,791,900 7,379,136 47.99 47.04 49.30 13.7500 50.4400 UTSI Nov 5 24.02 +0.07 +0.29% 1,108,100 1,001,500 23.99 23.75 24.45 12.3125 28.0000 PKI Nov 5 27.27 +0.07 +0.26% 592,000 692,590 27.45 27.16 27.96 21.2750 59.7500 SILI Nov 5 25.15 0.00 0.00% 39,100 24,545 25.15 24.15 25.51 16.9375 43.0000 TLRK Nov 5 23.99 -0.01 -0.04% 160,200 157,727 23.86 23.45 24.30 15.9500 35.1250 TXN Nov 5 29.90 -0.03 -0.10% 8,647,300 10,224,954 30.70 29.73 30.89 20.1000 54.6875 TLAB Nov 5 13.62 -0.02 -0.15% 5,726,200 6,894,954 14.21 13.52 14.45 8.9800 68.5000 HWP Nov 5 16.89 -0.03 -0.18% 8,790,000 9,226,227 16.85 16.75 17.20 12.5000 47.8750 CA Nov 5 30.96 -0.06 -0.19% 3,195,400 2,115,409 31.70 30.17 31.75 18.1250 39.0300 TUNE Nov 5 17.40 -0.05 -0.29% 682,600 664,090 17.74 17.21 17.85 4.3100 31.6250 PRIA Nov 5 17.65 -0.09 -0.51% 649,200 556,818 17.71 17.64 18.25 8.7500 35.3125 BRKS Nov 5 35 -0.19 -0.54% 436,200 670,409 35.15 34.70 36.09 19.8750 65.1328 CTXS Nov 5 23.57 -0.13 -0.55% 5,865,500 5,424,954 24.34 23.24 24.43 16.8750 37.1875 MU Nov 5 24.60 -0.15 -0.61% 7,866,000 7,235,954 24.75 23.75 25.20 16.3900 49.6100 NCOG Nov 5 16.65 -0.12 -0.72% 96,800 344,045 17.05 16.65 17.10 11.0000 35.5000 QCOM Nov 5 53.08 -0.44 -0.82% 15,653,700 15,748,636 53.58 52 54.08 38.3100 107.8125 WCOM Nov 5 13.35 -0.13 -0.96% 25,682,800 24,521,908 13.73 13.20 13.90 11.5000 23.5000 INTU Nov 5 42.23 -0.42 -0.98% 3,398,300 3,222,636 43.31 42 44.17 22.6250 69.1250 CMOS Nov 5 16.17 -0.19 -1.16% 945,100 1,087,318 16.46 15.79 16.85 10.9500 30.8750 APWR Nov 5 38.52 -0.63 -1.61% 380,900 295,409 39.80 38.40 40.20 22.6250 57.5800 TER Nov 5 25.71 -0.47 -1.80% 2,933,700 2,554,181 26.20 25.53 26.73 18.4300 47.2100 AFCI Nov 5 19.37 -0.43 -2.17% 1,547,200 2,204,772 19.70 19.31 20.40 11.8750 38.7500 ADVS Nov 5 38.58 -0.97 -2.45% 942,400 850,136 39.26 38.50 39.69 28.6000 69.0400 TPC Nov 5 31.50 -0.85 -2.63% 132,500 209,681 32.35 31.50 32.40 26.5625 51.9063 SONS Nov 5 4.09 -0.19 -4.44% 10,222,900 6,848,954 4.475 4.07 4.69 2.2600 49.0000 PIXR Nov 5 34.95 -1.75 -4.77% 1,580,000 265,545 37.24 34.20 37.25 25.6250 46.4900

To: Clint E. who wrote (34999)	11/6/2001 6:16:45 AM
From: Clint E.	Read Replies (1) \| Respond to of 70664

Mon Nov 5 7:42 PM ET Cisco Results Suggest Bottom at Hand By Ben Klayman CHICAGO (Reuters) - Cisco Systems Inc.'s (Nasdaq:CSCO - news) fiscal first-quarter profits before one-time items tumbled 76 percent on Monday amid a continuing slump in high-tech spending, but the data-networking bellwether's sales did rise from the prior quarter, suggesting the worst may be behind the sector. ``Given the very challenging economic and capital spending environment, we were pleased to deliver a solid quarter with good order linearity, sequential revenue growth and profitable market share gains,'' President and Chief Executive John Chambers said. The San Jose, California-based company said earnings before a number of one-time items fell to $332 million, or 4 cents a share, from $1.4 billion, or 18 cents a share, in the same period last year. Sales for the quarter ending Oct. 31 fell 32 percent to $4.45 billion from $6.52 billion last year, but topped Wall Street's and its own expectations. They also rose from the previous quarter's $4.3 billion, the first time that has occurred this calendar year. Analysts had expected Cisco to earn 2 cents a share, with a range of 1 cent to 3 cents, according to Thomson Financial/First Call. Chambers said last month he was ``very comfortable'' with Wall Street's estimates. Analysts had forecast first-quarter sales of $4.17 billion, while the company had said in August that sales would be flat to down 5 percent from the fourth quarter. ``The trend line in our mind is clear -- upward and to the right,'' Chambers said of the long-term growth opportunities. Cisco's stock, which closed up 64 cents, or 3.7 percent, at $17.90 on Nasdaq before the results were announced, rose to $18.40 in after-hours trading. Analysts and investors lauded the stronger-than-expected results. ``The quarter was clearly better than expected,'' said UBS Warburg analyst Nikos Theodosopoulos, citing improved revenues, gross margin, lower operating expenses and a stronger balance sheet. Cisco increased its cash on hand to $19.1 billion from $18.5 billion at the end of the fourth quarter. SECOND-QUARTER SALES TO BE 'FLAT TO SLIGHTLY UP' Chambers said on a conference call with analysts that he expects fiscal second-quarter sales to be unchanged to up in the low single-digit percentage point range from the $4.45 billion in the first period. That said, Chambers cautioned that demand in the telecommunications and data-networking industries was hard to forecast right now, Analysts now forecast Cisco to have second-quarter sales of $3.8 billion to $4.6 billion, with the mean at $4.25 billion, according to First Call. Per-share results are forecast at a 3-cent profit, with a range of a 1-cent loss to a 5-cent gain. Some analysts and investors said Cisco's strong results and its second-quarter guidance pointed to a bottom in the spending slowdown. ``We're seeing a bottoming out, but I'm not ready to call it a bottom yet,'' said Steve Mygrant, portfolio co-manager of the Fifth Third Technology Fund, which owns shares of Cisco. ``I didn't hear anything that caused me a lot of concern.'' He added he will increase his fiscal 2002 earnings estimate for the company to 21 cents a share from 16 cents. Chambers said the Sept. 11 attacks hurt sales by about 2 percent in the first quarter, and added that second-quarter sales will be about 5 percent less than what the company had been estimating before Sept. 11. Since the beginning of the year, the stock has outperformed its peers in the American Stock Exchange Networking (^NWX - news) index by about 19 percent. Investors had wanted to know whether Cisco's orders had stabilized since the Sept. 11 airplane attacks, something to which Chambers alluded last month when he said orders were ''remarkably linear'' from June through September. Linearity refers to the smoothness of orders coming in to a company, which allows a company to run its business with more predictability and ultimately more profitably, Chambers said. ``You are beginning to see a different behavior in the market that I would characterize by linearity, and hitting or exceeding expectations for the strong,'' he told Reuters. Including the one-time items and in accordance with generally accepted accounting principles, the company posted a loss in the quarter of $268 million, or 4 cents a share, compared with a net income last year of $798 million, or 11 cents a share. The results included a noncash $858 million impairment charge on certain investments, about $189 million for two acquisitions and a $37 million one-time charge, or about 1 cent a share after taxes, for a write-off of in-process research and development. CISCO COMPETITORS FARING WORSE While capital spending among telephone carriers and corporations has been weak -- hurting larger players like Canadian telecom equipment giant Nortel Networks Corp. (NYSE:NT - news) (NT.TO) -- smaller networking firms like rival Juniper Networks Inc. (Nasdaq:JNPR - news) and Riverstone Networks Inc. (Nasdaq:RSTN - news) have provided hope with strong results or forecasts of growth. Last month, Nortel posted a $3.5 billion third-quarter loss, and Lucent Technologies Inc.'s (NYSE:LU - news) $8.8 billion fourth-quarter loss was its largest-ever loss in a three-month period and was due largely to restructuring charges. Also last month, Juniper posted a $29.7 million third-quarter net loss, but surprised and encouraged analysts with operating results that held steady from the previous quarter. Riverstone forecast revenue growth next quarter of 8 percent to 10 percent. Cisco, which employed 37,546 people at the end of October, also said it had disposed of $834 million of excess inventory during the quarter, making progress on purging itself of $2.2 billion in excessive parts and components it is writing off due to weak demand. ================================================ ================================================ 18:09 ET Cisco Systems (CSCO) 17.90 +0.64: -- Update -- On call, says it would characterize gross margins trend as flat to up slightly in its model... noted it saw normal competitive pricing in most segments with aggregation and access segments being a little more aggressive in Q1; saw discount percentage decrease on new orders in Q1... clarifies that its forecasting visibility for current qtr is not as good as it was for Q1... CSCO +0.86 at 18.76 17:50 ET Cisco Systems (CSCO) 17.90 +0.64: -- Update -- Using the company's assumptions, we can put together a Q2 model as follows: revenues up 2.5% (company: flat-low single digits), gross margins of 54% (company: mid-50s), operating expenses down 1% (company: flat to slightly down), other income flat (company: flat), tax rate steady at 28% (company: 28%), share count +70 mln (company: +60-80 mln). Using those assumptions, Briefing.com comes up with a Jan qtr EPS estimate of $0.05 vs the current consensus of $0.03. 17:32 ET Cisco Systems (CSCO) 17.90 +0.64: -- Update -- Cisco guides Q2 revenues higher; expects Q2 (Jan) revenues to be flat to up in the low single digits sequentially. If you assume this is 0-5% growth, that would be a range of $4.45-4.67 bln vs the current Multex consensus of $4.3 bln. 17:19 ET Cisco Systems (CSCO) 17.90 +0.64: -- Update -- On call, provides Q4 geographic breakdown as % of total revenue: EMEA28%; U.S. 47%; Americas Intl. 6%; Asia-Pacific 11%; Japan 8%... says it has succeeded in reaching its $1 bln expense savings target and is now approaching $2 bln in expense savings on an annualized basis. 17:08 ET Cisco Systems (CSCO) 17.90 +0.64: -- Correction -- Deferred revenues rose to $3.5 bln in the Oct qtr from $3.2 bln in the prior qtr; we previously reported deferred revenues of $2.78 bln, but Cisco broke up the deferred revenue line into two separate balance sheet items, of which the $2.78 bln was only one. 17:06 ET Cisco Systems (CSCO) 17.90 +0.64: -- Update -- On conference call, provides following sequential breakdown: routers -6%; switches +3%, access -31%; other +5%; services +10%; revenue adjustment -37%; revenue deferral (new category) -2%.... net inventories down $383 mln on a sequential basis to approximately $1.3 bln; inventory turns 5.5 vs 4.6 in Q4. 16:56 ET Cisco Systems (CSCO) 17.90 +0.64: -- Update -- On conference call, Cisco says that book/bill ratio was greater than 1.0; says linearity of orders was good in Jun-Aug, experienced only a modest disruption after Sep 11, and then continued to be good in late Sep and October 16:42 ET Cisco Systems (CSCO) 17.90 +0.64: -- Update -- Cisco's balance sheet continues to look solid; DSOs (days sales outstanding) fell to a very low 24 days from 31 day in the prior qtr. 16:31 ET Cisco Systems (CSCO) 17.90 +0.64: -- Update -- Inventories were a relative bright spot in the CSCO report; inventories fell sequentially to $1.3 bln from $1.68 bln. It also appears that Cisco was able to make use of $290 mln in inventories that were previously written off. 16:27 ET Cisco Systems (CSCO) 17.90 +0.64: -- Update -- Cisco reported an Oct qtr pro forma profit of $0.04, two cents better than the consensus; revenues were $4.448 bln, up 3.5% sequentially and better than the $4.17 bln Multex consensus.