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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: jim_p who wrote (15132)	7/16/2002 11:41:21 AM
From: Warpfactor	Respond to of 23153

Crap - PHTN is halted.

To: jim_p who wrote (15132)	7/16/2002 12:07:13 PM
From: Sharp_End_Of_Drill	Read Replies (1) \| Respond to of 23153

Jim, have you reached tech stock nirvana yet? I've dumped all mine now for great profits over the last week. I know they may rally more, but I'm trading my plan. Sharp

To: jim_p who wrote (15132)	7/16/2002 12:25:48 PM
From: Steeliejim	Respond to of 23153

j.p., warp, aero,db,ray,kb,all, Set tight stops this a.m. to preserve nice profits (All my stuff went up while NAZ was still in red), cuz I've been in mtgs. Stopped out of everything. My biggest holdings (now there's an oxymoron), PCS, ESST, and FLEX gained 10% to 13% in the time I held them. I was a little late on JDAS so only made 2%. Not as good as youz guys (congrats btw), but I'll take it for <1 day's work. Singles, db, right? I always did better when I hit like Nellie Fox (anybody remember him?) Great White Sox 2nd baseman in 50's. Singles and doubles hitter. His bat was almost as thick at the base as at the tip. I bought one like it, and batted leadoff. Had a very large sweet spot. He finally made it into the Hall after being passed over waaay too many times. Ahhh, those were the days.) Oh yeah. Rather than going for the fences.. Jim

To: jim_p who wrote (15132)	7/16/2002 12:36:27 PM
From: aerosappy	Respond to of 23153

SOX vs. SMH Relative weightings as of July 5, 2002. First % column is percent weighting in SMH Second % column is weighting in SOX INTC 18.7% 5.0% TXN 17.0% 6.6% AMAT 16.6% 5.1% MU 6.6% 5.8% MXIM 6.5% 10.7% ADI 5.7% 0.0% LLTC 5.2% 8.6% KLAC 4.4% 12.0% XLNX 3.8% 6.1% ALTR 2.8% 3.8% NSM 2.3% 6.7% NVLS 2.1% 8.5% TER 2.0% 5.7% ATML 1.6% 0.0% LSI 1.4% 2.2% AMD 1.1% 2.4% BRCM 1.1% 4.5% SNDK 0.4% 0.0% AMKR 0.4% 0.0% VTSS 0.3% 0.0% MOT 0.0% 4.1% LSCC 0.0% 2.3% The top three represent about 52% of SMH, while the same three are only 17% of SOX.