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

To: Gottfried who wrote (4997)	8/21/2002 8:56:27 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95397

You and me both! I really blew this past dip and now uptick of the last few days. This timing stuff is pretty tricky!<gg> Note that in the SOX table, KLAC is well in last place only rising 15 percent in the last 12 days compared to the 27 percent increase for the SOX. Since the SOX is price weighted, and KLAC is the highest price stock in the table, it has the most influence of any of the 17 stocks in the Group. The semi-equips have been under performing the SOX recently due to the "hammering" of the brokerage houses and analysts. But out of the 4 semi-equips in the SOX, KLAC has been the real laggard. Don