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

To: Donald Wennerstrom who wrote (3769)	7/1/2002 8:10:48 PM
From: robert b furman	Read Replies (1) \| Respond to of 95587

Thanks for recording the depression. Any quick way to see how many are at new lows - I'll check it out when I get home. Bob

To: Donald Wennerstrom who wrote (3769)	7/1/2002 8:13:56 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95587

There is another group out there that didn't do so well either - it is "lovingly" called the SOX. Apparently the market did not believe any of them had any "socially redeeming value" so they were also taken out and shot. The down value of the SOX was not quite as bad as the Group, but all 17 stocks were in the red. 6/28/02 7/1/02 FST CALL NEXT FST CALL CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG MOT 14.42 14.30 -1 0.44 33 15 2.17 TXN 23.70 23.45 -1 0.81 29 20 1.45 MU 20.22 20.00 -1 0.60 33 20 1.67 LLTC 31.43 30.24 -4 0.85 36 25 1.42 INTC 18.27 17.54 -4 0.89 20 18 1.09 TER* 23.50 22.40 -5 0.57 39 20 1.94 AMAT* 19.02 18.03 -5 0.77 23 22 1.05 NVLS* 34.00 32.13 -5 1.57 20 25 0.82 MXIM 38.33 36.18 -6 1.04 35 25 1.39 AMD 9.72 9.14 -6 0.02 457 15 30.47 KLAC* 43.99 41.32 -6 1.43 29 25 1.16 NSM 29.17 27.33 -6 1.51 18 18 1.01 ALTR 13.60 12.72 -6 0.49 26 28 0.93 LSCC 8.74 8.14 -7 0.42 19 25 0.78 XLNX 22.43 20.68 -8 0.95 22 25 0.87 LSI 8.75 8.00 -9 0.43 19 20 0.93 BRCM 17.54 15.84 -10 0.52 30 40 0.76 TOTALS 376.83 357.44 -5 13.31 27 SOX-X 387.58 367.43 -5 COMPQX1463.21 1403.80 -4 *In Semi-Equip Group

To: Donald Wennerstrom who wrote (3769)	7/1/2002 8:48:58 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95587

Don, I'm still laughing about the posse! Only one stock in the group hit a new 52 week low today and that was EGLS. finance.yahoo.com This of course proves the theory that semi equipment stocks not only recover faster in a recovery but also hold their prices better in the face of selling. RtS