Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Return to Sender who wrote (1434)	12/19/2001 11:59:19 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95397

For the last 4 years it has "paid" to be fully invested in the semi-equips for a 4 to 6 week period starting around the middle of December. The table shows the results. Also, note how the semi-equip group has greater gains in all of the 4 years compared to the SOX and NASDAQ. Will it happen again this year? 12/12/97 12/11/98 12/17/99 12/22/00 to to to to 2/13/98 1/29/99 1/21/00 1/19/01 PERCENT PERCENT PERCENT PERCENT SYMBOL CHANGE CHANGE CHANGE CHANGE AMAT* 44 51 28 29 ASML 30 64 43 25 ASYT 51 41 83 49 ATMI 26 41 19 50 BRKS 31 56 92 42 CMOS 49 72 51 21 COHU 46 45 58 29 CYMI 25 67 48 43 DPMI 11 28 -6 47 EGLS 24 29 34 27 FSII 0 64 60 16 HELX 30 86 30 32 KLAC* 31 42 33 41 KLIC 52 65 57 54 LRCX 13 115 55 49 LTXX 2 38 84 36 MTSN 16 9 104 48 NANO -7 3 22 37 NVLS* 41 46 82 35 PHTN -11 36 85 -3 PLAB 49 14 36 57 PRIA 25 71 41 50 SFAM 40 44 42 54 SMTL 1 40 112 43 TER* 62 66 47 9 TGAL 2 40 95 107 UTEK 21 -4 -18 52 VECO 71 13 3 61 WFR 12 -3 75 29 TOTALS 29 40 43 38 SOX-X 24 27 26 23 COMPQX 11 23 13 10 * STOCKS INCLUDED IN SOX INDEX

To: Return to Sender who wrote (1434)	12/20/2001 12:29:02 AM
From: LemonHead	Respond to of 95397

siliconinvestor.com Intel's sales were down an estimated 22 percent in the year, a better performance than any of the largest chip vendors except STMicroelectronics , Europe's largest chip maker. ST took market share as its sales fell just 19 percent to $6.4 billion, a strong enough showing to make it No. 3 chip maker globally in 2001 after having ranked as just the sixth largest a year earlier, the study said. Placed on the watch list as Satellite Radio un folds. Keith