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To: Donald Wennerstrom who wrote (1817)	1/31/2002 9:17:27 PM
From: Return to Sender	Respond to of 95632

Close Dow +157.14 at 9920.00, S&P +16.96 at 1130.20, Nasdaq +20.59 at 1934.03: After a pretty uneventful morning session, the market perked up in the afternoon, led by the strength in the blue chip components and a welcome rebound in the tech sector... Strikingly, the indices staged another late rally that left them at, or near, their best levels of the day... In fact, combined with yesterday's gain, the Dow made up the entirety, and then some, of Tuesday's 247-point loss... 3:15PM AMAT and TXN flirting with 200 day avg : -- Technical -- AMAT made a run slightly above its 200 day simple ma this morning (43.73) and then faltered. However, the stock is currently attempting to break above the avg and the high of the day. Next resistance is at 44.50/44.65. TXN is on the move today and recently pushed above its early Jan high. Its 200 day simple ma provides next resistance at 31.87. 12:36AM RFMicro Device Intraday Technicals (RFMD) 18.52 -0.46: -- Technical -- Stock looks vulnerable as it's currently testing support in the area of 18.44/18.50 which approximates its intraday lows. On a break lower, look for subsequent support at 17.90. The intraday tone would improve on a break above 18.75. 10:53AM Sector Watch: Semiconductor : Sector spiked higher on the back of INTC (+1.8%)-- Merrill upgrade (see 07:20 comment)-- and MU +1.5%. However, losses in NSM -2.3%, RMBS -2.7%, LLTC -2.6% and XLNX -3% have pressured. The index is now hovering back below its 200 day simple ma (near 555) which stymied the advance over the previous two sessions. Stabilization above this area needed to keep the shorter term positive bias intact. Secondary support at 546/545. 9:23AM Solectron may purchase LU assets (SLR) 11.38: Co is negotiating toward an agreement to purchase specialized equipment and usable inventory from Lucent (LU) for between $250-$290 mln in cash. As part of the prospective agreement, SLR would be awarded a multi-year contract to provide supply- chain services for selected Lucent optical networking products. 9:22AM Advanced Micro and UMC to hold conference call (AMD) 15.76: Company will hold a joint conference call at 5:30 pm ET with Taiwanese chip foundry UMC (UMC 8.60); no further details offered regarding the subject of the call, though it had been rumored recently that AMD might invest in UMC. 5:55PM Advanced Micro and UMC form joint venture (AMD) 16.05 +0.29: -- Update -- AMD and UMC announce alliance under which the two companies will establish a joint venture to own and operate a state-of-the-art, 300-mm wafer fabrication facility in Singapore for high-volume production of PC processors and other logic products; also announce plans to collaborate in the development of advanced process technologies for semiconductor logic products. 4:28PM ChipPAC beats by a penny; guides Q1 in-line (CHPC) 6.75 +0.01: Reports Q4 (Dec) loss of $0.22 per share, $0.01 better than the Multex consensus of ($0.23); revenues fell 41.9% year/year to $76.8 mln vs the $76.2 mln consensus. Company expects Q1 revenues of $74-77 mln and loss of $0.18-0.22, in line with current consensus estimates of $75.7 mln and ($0.19); expects FY02 revenue growth of roughly 11%, or about $365 mln vs consensus of $354 mln. finance.yahoo.com^SOXX+QQQ+^IXIC&d=c&k=c3&a=r14&p=b,v&t=3m&l=on&z=m&q=c Thanks for the table Don! RtS

To: Donald Wennerstrom who wrote (1817)	2/1/2002 9:47:11 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95632

Here are the results for the week. The group is up 1 percent, the SOX is up 3 percent and the NASDAQ is down 1 percent. 1/25/02 2/1/02 FST CALL NEXT FST CALL CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G PHTN 37.22 41.74 12 1.06 39 25 1.58 WFR 3.56 3.85 8 -1.90 20 ASYT 15.79 16.97 7 -0.75 25 TGAL 1.42 1.51 6 UTEK 14.25 14.91 5 0.07 213 25 8.52 KLAC* 54.39 56.68 4 1.30 44 25 1.74 NVLS* 40.36 41.85 4 1.07 39 25 1.56 TER* 29.05 30.00 3 0.30 100 23 4.35 PLAB 33.20 34.13 3 1.33 26 24 1.07 NANO 19.36 19.90 3 0.12 166 ATMI 28.22 28.95 3 -0.25 20 MTSN 7.32 7.50 2 -0.12 23 AMAT* 42.14 42.95 2 1.35 32 25 1.27 CYMI 36.54 37.22 2 0.07 532 23 23.63 DPMI 48.71 49.08 1 1.46 34 21 1.60 FSII 8.85 8.87 0 0.15 59 23 2.63 COHU 19.20 19.24 0 -0.11 18 ASML 19.04 19.00 0 0.69 28 35 0.79 SMTL 9.72 9.67 -1 0.20 48 21 2.32 BRKS 47.78 47.39 -1 0.73 65 23 2.85 EGLS 15.32 15.12 -1 -1.04 17 PRIA 24.58 24.20 -2 0.41 59 25 2.36 LRCX 23.31 22.83 -2 0.40 57 25 2.28 LTXX 19.61 19.12 -2 0.01 1912 20 95.60 VECO 34.88 33.81 -3 0.73 46 24 1.95 CMOS 16.23 15.70 -3 -0.33 20 HELX 21.32 20.57 -4 -0.12 25 KLIC 16.73 15.85 -5 0.38 42 20 2.09 SFAM 4.73 4.15 -12 -0.55 18 TOTALS 692.83 702.76 1 6.66 106 SOX-X 535.94 552.87 3 COMPQX1937.70 1911.24 -1 * STOCKS INCLUDED IN SOX INDEX