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

To: Return to Sender who wrote (5548)	9/22/2002 1:17:22 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95478

RtS, <<Can you give us similar data for the SOX components?>> Unfortunately I can't. The reason is that I was not tracking the SOX at that time so I don't have the data archived. I am disappointed as well, since I think the data would have been very interesting. As you point out, history does not rewrite itself exactly, but the Group has been beaten down to values close to bottoms set in past downturns. Don

To: Return to Sender who wrote (5548)	9/22/2002 2:05:59 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95478

RtS, I can't make the comparison for the SOX like the Group, but the following table shows the present numbers for PBR and PSR for the SOX. At the bottom of the table are the overall numbers for Semiconductors, Technology and the S&P 500. These numbers also apply to the Group. 9/20/02 Price Price CLOSE to to SYMBOL PRICE Book Sales ALTR 9.65 3.38 5.52 AMAT 11.94 2.50 4.09 AMD 6.40 0.61 0.68 BRCM 13.72 1.14 3.81 INTC 14.90 2.79 3.83 KLAC 28.02 2.62 3.36 LLTC 20.48 3.64 13.13 LSCC 6.29 0.86 3.05 LSI 6.65 1.07 1.48 MOT 10.48 2.18 0.85 MU 13.87 1.20 3.59 MXIM 24.20 4.47 8.40 NSM 12.15 1.23 1.30 NVLS 22.15 1.66 3.67 TER 10.06 1.10 1.76 TXN 15.78 2.41 3.61 XLNX 15.24 2.70 5.21 TOTALS 241.98 SOX-X 248.87 COMPQX1221.09 Semi 2.42 4.10 Tech 3.91 4.02 S&P 500 4.25 2.71

To: Return to Sender who wrote (5548)	9/22/2002 9:17:44 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 95478

RTS: Re: "This may be the single best table you have put together so far for us Don." No question in my mind that it was the best table in a long time. Don finally pushed aside the PEG crapola <g>. Great info. Chart: stockcharts.com[w,a]wallyyay[d2][pa420!a380!a200!a300!a250!a280][vc60][iub14!li14,3!lp14,3,3][J6518145,Y]&pref=G