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

To: Donald Wennerstrom who wrote (3364)	6/2/2002 7:01:29 PM
From: Donald Wennerstrom	Respond to of 95536

The following is a table for the SOX for the last 2 week period. Note how the semi-equips have been a "real drag" on the SOX during this period. 5/17/02 5/31/02 CLOSE CLOSE PERCENT SYMBOL PRICE PRICE CHANGE MOT 16.78 15.99 -5 MU 25.01 23.58 -6 AMD 12.20 11.43 -6 NSM 33.28 30.70 -8 XLNX 39.63 35.26 -11 LSCC 12.03 10.70 -11 MXIM 51.76 46.00 -11 LLTC 41.96 37.25 -11 TXN 32.34 28.67 -11 INTC 31.20 27.62 -11 LSI 12.96 11.40 -12 ALTR 20.58 18.03 -12 TER* 31.17 27.08 -13 KLAC* 60.11 52.13 -13 NVLS* 51.32 42.48 -17 BRCM 27.30 22.55 -17 AMAT* 27.31 22.18 -19 TOTALS 526.94 463.05 -12 SOX-X 541.97 476.26 -12 COMPQX1741.39 1600.85 -8 *In Semi-Equip Group

To: Donald Wennerstrom who wrote (3364)	6/2/2002 7:04:11 PM
From: Kirk ©	Read Replies (2) \| Respond to of 95536

It shows that the big boys at GS missed the bottom and downgraded with an attempt to drive the price lower to get in as they all along have said they like AMAT et. al. for the longer term. Thanks for the data... It shows how successful they have been. I wonder how greedy they will be? Will they take the 19% hit to AMAT or look for more downside before starting to buy? Those that dropped the least... SFAM and UTEK... signs of relative strength and future big moves? I'm betting on it...