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

To: Donald Wennerstrom who wrote (4209)	7/21/2002 8:38:49 PM
From: Return to Sender	Read Replies (2) \| Respond to of 95406

Two upward and 33 downward ratings July? Geeze that is "killing the group". Great data Don as usual. Thank you, RtS

To: Donald Wennerstrom who wrote (4209)	7/21/2002 9:03:01 PM
From: Donald Wennerstrom	Respond to of 95406

This is the same table format for the SOX. Of great interest here is the July column again. The 4 semi-equips in the 17 stock SOX index carry 10 of the 18 downgrades in the first 3 weeks of July. The analysts are trying their best to "lower the boom" on those stocks - and it is working. Since the close on 1 July to the close on Friday, 7/19, the following "mini-table shows how the 4 semi-equip stocks compare to the SOX AMAT 18.03 16.80 -7 KLAC 41.32 42.81 -4 NVLS 32.13 29.79 -7 TER 22.40 17.30 -22 SOX 367.43 364.08 -1 Total Up/Dwn Up/Dwn Up/Dwn 1/1/02 7/1/02 1/1/02 to to to 6/30/02 7/19/02 Date SYMBOL UP DN UP DN UP DN ALTR 3 1 0 1 3 2 AMAT* 5 5 0 2 5 7 AMD 4 6 0 3 4 9 BRCM 6 0 1 1 7 1 INTC 5 3 0 0 5 3 KLAC* 5 4 1 2 6 6 LLTC 1 2 1 0 2 2 LSCC 2 2 0 0 2 2 LSI 2 1 0 0 2 1 MOT 8 2 1 0 9 2 MU 8 3 0 0 8 3 MXIM 1 1 1 0 2 1 NSM 3 0 0 1 3 1 NVLS* 4 2 0 3 4 5 TER* 7 4 0 3 7 7 TXN 5 1 0 0 5 1 XLNX 7 2 1 2 8 4 TOTAL 76 39 6 18 82 57 * Component of 16 stock SOX-X Index