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

To: scott_jiminez who wrote (1607)	1/12/2002 1:02:30 PM
From: JSLyons	Respond to of 95616

Hi Scott, Funny you should mention TGAL. I've been searching high and low for any news or development that would warrant the big recent move. Perhaps, it's just what you said -- the last shall be first... Any other ideas? Best rgds, Jonathan

To: scott_jiminez who wrote (1607)	1/12/2002 7:42:02 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95616

Scott, I don't know what's happening, but "funny" things go on all the time in this sector. Just to expand your observation about SFAM and TGAL, I just checked on performance since 12/31/01. In just those last 8 trading days, SFAM and TGAL are a strong #1 and #2 performer in the group of 29 with a gain of 67 and 42 percent respectively. Third place is held by CYMI at 30 percent. Then we have KLIC, KLAC, AMAT and NVLS at 15, 15, 12 and 9 percent respectively. I know of no recent news to cause this action. I have no guesses as to how long it is going to continue. They go up fast, but they can come down just as fast, or faster! Don