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To: Johnny Canuck who wrote (38360)	11/4/2002 4:34:40 PM
From: Logain Ablar	Respond to of 69210

Hi Harry: businessweek.com Chips on Monster Wafers How the shift to larger wafers and thin circuits will transform the industry Cover Image: Chips -- The Great Leap Forward Chart: Growing Up Graphic: The Payoff in Big Wafers Dawn of the Superchip Every decade or so, the semiconductor industry goes through a wrenching metamorphosis that alters its very foundations. The industry is in the midst of such a shift today, and this one is the biggest ever. Its hallmark is a king-size silicon wafer--the silvery disk from which tiny chips are diced. Used for memory chips, just one disk's worth could store roughly 5,000 sets of Encyclopedia Britannica. Or it could provide enough horsepower for a supercomputer. A few chipmakers are now processing thousands of these disks every day. The new wafers measure 300 millimeters (12 inches) across, which may not seem like much of a jump from today's 200-mm (8-in.) wafers. But the 50% increase in diameter yields 2.25 times as much surface area for etching chips, yet costs only about 20% more to process. That will help ensure a continuing drop in chip prices for years to come--affecting prices for everything that depends on silicon. The most profound effect of 300-mm wafers, though, will be to reshuffle the chip industry's worldwide balance of power. And for all but the largest producers, the smartest choice may be to go "fabless," avoiding the manufacturing rat race. The price of a chip factory, or wafer fab, that can handle 300-mm platters can easily top $2.5 billion--and some plants are pushing past $3.5 billion. Only a handful of traditional chipmakers can justify such an investment because earning a return on one of these "megafabs" requires annual sales of at least $6 billion. And yet, despite the semiconductor slump, many companies seem to be thumbing their noses at economic reality. By yearend, 15 megafabs will be in operation, including two from Intel (INTC ) and one each from IBM (IBM ) and Infineon Technologies (IFX ), plus several from contract manufacturers in Asia. Eight more huge plants are due next year. By 2007, as many as 40 megafabs may be up and running, with a combined capacity of 575,000 wafers per month. That's twice the projected worldwide demand, even after the chip industry recovers from its current downturn, calculates Morris Chang, chairman of Taiwan Semiconductor Manufacturing Co. (TSM ). So the stage is set for a bloody battle. "This isn't going to be a polite kind of high-tech revolution--it's going to be the French kind," predicts G. Dan Hutcheson, president of market watcher VLSI Research Inc. Anticipating the bloodbath, many of the industry's Old Guard are holding off on 300 mm. For chipmakers such as Agere Systems (formerly Lucent Microelectronics), Fujitsu (FJTSY ), and Toshiba (TOSBF ), the stakes in this poker game are just too rich. In 2000, the best-ever year for chip sales, only 10 companies had sales in the $6 billion range. Motorola Inc. (MOT ) made the $6 billion cut back then--but not last year, when sales fell below $5 billion. Thus, when Fred A. Shlapak, president of Motorola's Semiconductor Products Sector, first eyed a financial analysis of 300-mm fab ownership, his reaction was a swift "Uh-uh. No way am I going to be stuck with one of those babies in the next downturn." So most industry veterans are being forced to hatch a new business model. Of the Old Guard, only Intel (INTC ), IBM (IBM ), Texas Instruments (TXN ), and Samsung are actually operating a 300-mm plant. The others are either collaborating on joint-venture fabs or turning to contract chip manufacturers, called foundries, for up to 50% of their future production. Some chip stalwarts doubt they'll ever build another new factory on their own. Because Taiwan dominates the foundry business, it's emerging as the big winner. Last year, the island nation's foundries processed about one-fifth of all the wafers carved into chips, according to Semiconductor Equipment & Materials International (SEMI), a Silicon Valley trade association. TSMC accounted for half of that volume, and Chang predicts that Taiwanese foundries will process 40% of the world's wafers by 2010. Meanwhile, hoping to emulate Taiwan's success, China, Malaysia, and Singapore plan to build 15 wafer fabs, five of them 300-mm behemoths destined to serve as foundries. As a result, SEMI expects foundries, located mainly in Southeast Asia, to be churning out half of all chips by decade's end. While some existing 200-mm fabs will continue in production for a decade, they'll have a virtual cap on revenues. If any market served by a 200-mm producer gets large enough to attract a 300-mm rival, "bang--the game is over," says Trevor Yancey, vice-president for technology at market researcher IC Insights Inc. "A 200-mm producer simply can't compete on price." Since building a new 300-mm fab won't be feasible for midsize producers, Yancey adds, "the only real choice may be to go fabless"--farming out production to a foundry. In addition, 200-mm fabs will be increasingly confined to yesterday's low-margin processing technology. Blame that on the ongoing market slump. Sales of chipmaking gear have plummeted, so equipment makers couldn't afford to develop tools that will "print" tomorrow's thinner circuit lines on both 200- and 300-mm disks. "Most vendors chose to support 300-mm wafers," says P. Larry Tolson, head of wafer fabrication at Texas Instruments Inc. But for a while, at least, 200-mm fabs can buy new tools. Coming next year, these will trim lines on the most advanced chips from 130 nanometers wide to a mere 90 nm, or 1/1000 the width of a human hair. Individual chips can then shrink, more could be diced from each wafer, and chip costs would fall still further. By late decade, however, 200-mm fabs won't be able to keep up with the latest technology--or supply key chips for the most sophisticated products. Circuit lines should shrink to 65 nm, perhaps by 2005, and then to 45 nm before decade's end. With lines that skinny, a pinhead-size chip could be crammed with more computing power than Intel's latest Pentium 4 microprocessor, and thumbtack-size chips could sport a billion transistors. Those chips will be dirt cheap because each 300-mm disk will yield thousands of them. And new applications will blossom. It might be economical, for example, to embed voice-activated cell phones in the tops of ballpoint pens. With that many transistors to play with on each chip, designers will be able to create electronic gizmos that need only one piece of silicon. The much-ballyhooed system-on-a-chip should arrive at long last. The bad news: Companies that make auxiliary chips--to speed graphics or control peripheral devices, for example--may need a new game plan. That includes most of the 50-odd midsize chipmakers in the U.S., such as Cypress Semiconductor (CY ), Fairchild (FCS ), National Semiconductor (NSM ), and Siliconix (SILI ). Systems on a chip could give another boost to the fabless camp. Last year, four fabless companies posted sales above $1 billion, led by Qualcomm Inc. (QCOM ), with $1.24 billion. And industry consultant Paul P. Castrucci, former head of IBM's 200-mm wafer fab in Vermont, says the advent of foundries actually makes outright fab ownership moot: "In many cases, you can do better, financially, without a fab." But at least for now, few chipmakers are ready to give up their fabs. To old-line producers, a fabless semiconductor company has always been something of an aberration. "Real men have fabs" is the oft-repeated put-down from the 1980s by W.J. "Jerry" Sanders III, founder of Advanced Micro Devices Inc. (AMD ) Even before Sanders stepped down as CEO early this year, he was rethinking that position. His new outlook is tantamount to "real men have fab partners"--a stance certain to catch on among others who have been priced out of the 300-mm market. The soaring cost of factories has triggered a "tectonic shift" in economics, Sanders explained shortly before handing the CEO reins to Hector de J. Ruiz, former president of Motorola's semiconductor unit. To compete in microprocessors with archrival Intel, AMD needs to tap the economics of 300-mm wafers. So AMD partnered this year with Taiwan's UMC Group and Germany's Infineon, formerly Siemens Semiconductors. Hutcheson of VLSI Research thinks AMD has picked the right partners. He credits Infineon with "doing more than any other company to make the 300-mm transition happen." Infineon cut the ribbon on the first 300-mm pilot line back in 1998. Now, Infineon and AMD are bartering their design and process expertise for 50% stakes in the twin 300-mm factories UMC is building in Singapore. The first joint venture, UMCi, is due to open early next year, and the plant next door--run by a partnership called AU, from the initials of AMD and UMC--will come onstream in 2005. All three are cooperating on process-development work. Motorola, Philips (PHG ), STMicroelectronics (STM ), and Taiwan Semiconductor have a similar deal. Their 300-mm factory in Crolles, France, began dicing up the big wafers earlier this year. "Instead of budgeting 20% of revenues for capital spending, we'll spend just 10%," says Motorola's Shlapak, who dubs the strategy "asset-light." Indeed, collaborations now permeate the industry because every facet of making next-generation chips is becoming too complex for one company to manage. Perfecting design methodologies and matching process recipes for circuit lines smaller than 90 nanometers can run into the hundreds of millions of dollars. That's what a Sony-IBM-Toshiba linkup expects to spend to develop the brain chip for Sony Corp.'s (SNE ) next PlayStation. Faced with such massive outlays, most chipmakers are staking out specialist positions and forming partnerships to share the financial burden. Chipmakers that don't find some way to step up to the 300-mm plate understand the risks. They point to what happened to Japan. In the 1970s and '80s, the Japanese were hammering their U.S. and European rivals. By 1986, Japan emerged as the world's leading producer of chips. But then, the Japanese delayed spending on the metamorphosis that took wafers from 150 mm to 200 mm in diameter. Sensing an opening, the U.S., Europe, and Korea quickly jumped on 200-mm technology. By 1996, the U.S. had reclaimed the lead. Samsung Electronics blossomed into the world's biggest supplier of commodity memories. And Europe's silicon industry recouped its market-share losses. Even today, when it comes to chips, Japan is a pale shadow of its former self. Clearly, says VLSI's Hutcheson, "wafer size matters." The jump to 300-mm wafers presents a stark choice. Companies that ignore the technology may not survive as major producers much after 2005. And those that invest in it may find profits elusive even longer. For many, going fabless may be the most sensible option of all. [Harry note this is the silicon chips, some of the gallium chips may not progress past the 8" or at least not yet]

To: Johnny Canuck who wrote (38360)	11/5/2002 2:37:54 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 69210

Closing Nov 4,2002 Market Summary Dow 8,571.60 +53.96 (+0.63%) Nasdaq 1,396.54 +35.84 (+2.63%) S&P 500 908.35 +7.39 (+0.82%) 10-Yr Bond 4.045% +0.068 NYSE Volume 1,614,075,000 Nasdaq Volume 2,375,802,000 Gap open at 1394 after 1361 close. Gap tried tried to fill at the end of the day. Traders will move to the side in advance of Fed meeting on Wednesday. Intra-day COMPX sell signal generated going into the close. The up trend on the daily chart is still intact though. I expect the gap at 1380 to fill. I would not get worried about the daily up trend being violated unless we break the 1348 support level. Name # of Stocks % Change Actions RETAIL 11 -1.9% Edit Delete Compare DSL 7 +7.3% Edit Delete Compare DWDM 20 +3.0% Edit Delete Compare Low pSR Energy Stocks 12 -0.8% Edit Delete Compare Carriers1 7 +3.2% Edit Delete Compare Telecom Construction1 5 +7.8% Edit Delete Compare networkers1 9 +5.0% Edit Delete Compare Contract Manufacturers 6 +7.2% Edit Delete Compare Telecom Equipment 19 +3.4% Edit Delete Compare Tier 2, D-WDM 16 -0.8% Edit Delete Compare Broadband Cable 1 8 +7.1% Edit Delete Compare DOW 10 +0.1% Edit Delete Compare Internet Security 20 +6.9% Edit Delete Compare Biotechs 9 +3.5% Edit Delete Compare CHIP EQUIPMENT 13 +4.1% Edit Delete Compare CHIPS1 23 +4.5% Edit Delete Compare Clint's Financials 40 +1.0% Edit Delete Compare Genomics 9 +1.8% Edit Delete Compare Incubators 8 -0.3% Edit Delete Compare Internet Sector 14 +2.1% Edit Delete Compare Flat Panel Displays 7 +6.3% Edit Delete Compare E-Gaming stocks 8 +1.4% Edit Delete Compare Drug Stocks 15 +0.4% Edit Delete Compare RTS Biotechs 13 +2.5% Edit Delete Compare Gigabit 23 +5.7% Edit Delete Compare Oil Drilers - Deep Water 13 -1.6% Edit Delete Compare Storage 9 +6.9% Edit Delete Compare M.L. Picks 23 +5.6% Edit Delete Compare HOLDERS 12 +0.7% Edit Delete Compare Carriers 10 +3.2% Edit Delete Compare Wireless 6 +2.8% Edit Delete Compare Real Estate Related 7 +0.6% Edit Delete Compare Consumer Products 11 +2.3% Edit Delete Com Volume Sort Symbol Last Trade Change (Mkt) Volume Bid Ask Avg Vol Day's Range 52-wk Range P/E COMPUTER No such ticker symbol. Try Symbol Lookup (Look up: COMPUTER) AAPL Nov 4 16.89 +0.43 +2.63% 6,739,813 10.82 22.95 4,665,863 16.35 - 17.38 13.36 - 26.17 93.28 DELL Nov 4 30.05 +1.02 +3.52% 47,458,712 29.92 30.00 23,887,727 29.42 - 30.52 21.90 - 30.52 65.22 GTW Nov 4 3.90 +0.72 +22.09% 4,047,700 N/A N/A 1,235,090 3.45 - 4.05 2.61 - 10.60 N/A HPQ Nov 4 17.70 +1.39 +8.52% 20,910,500 N/A N/A 9,640,590 16.86 - 18.02 10.75 - 24.12 N/A IBM Nov 4 82.50 +1.86 +2.31% 12,006,000 N/A N/A 9,803,136 81.70 - 83.81 54.01 - 126.39 25.87 LXK Nov 4 64.50 +3.34 +5.46% 3,357,200 N/A N/A 1,461,590 62.70 - 65.77 41.94 - 65.23 29.72 INTC Nov 4 18.77 +0.47 +2.57% 81,569,120 10.57 19.30 65,085,590 18.43 - 19.23 12.95 - 36.78 49.39 AMD Nov 4 6.73 +0.21 +3.23% 7,075,000 N/A N/A 6,761,090 6.63 - 7.04 3.10 - 20.60 N/A SUNW Nov 4 3.20 -0.101 -3.08% 75,306,288 3.17 3.19 61,717,590 3.14 - 3.43 2.34 - 14.72 N/A E-GAMER No such ticker symbol. Try Symbol Lookup (Look up: E-GAMER) AKLM Nov 4 1.30 +0.03 +2.42% 2,676,493 1.25 1.32 2,795,454 1.28 - 1.49 0.60 - 6.25 N/A ATVI Nov 4 21.77 +0.79 +3.74% 3,920,713 21.70 21.95 2,582,772 21.51 - 22.38 17.40 - 35.10 17.24 EIDSY Nov 4 2.10 +0.17 +8.81% 26,800 0.01 1,999.99 9,727 1.92 - 2.28 1.10 - 3.85 N/A THQI Nov 4 14.961 +0.311 +2.13% 2,151,447 14.760 14.880 2,237,090 14.550 - 15.240 12.75 - 43.40 13.69 ERTS Nov 4 65.77 -0.58 -0.88% 4,815,617 65.05 66.00 5,143,318 65.55 - 68.00 49.78 - 72.44 39.22 NVDA Nov 4 15.64 +1.70 +12.06% 22,457,940 15.73 15.80 7,874,636 14.91 - 16.52 7.20 - 72.66 13.17 ATYT Nov 4 6.85 +0.26 +3.88% 1,696,613 5.40 8.99 785,045 6.85 - 7.47 4.02 - 15.65 N/A TTWO Nov 4 26.88 +0.85 +3.25% 1,285,649 26.85 27.15 1,732,727 26.30 - 27.75 9.30 - 30.78 23.88 FINANCIALS No such ticker symbol. Try Symbol Lookup (Look up: FINANCIALS) AXP Nov 4 37.53 +1.28 +3.53% 9,198,100 N/A N/A 5,314,318 36.83 - 39.11 26.55 - 44.91 21.95 BAC Nov 4 70.26 0.00 0.00% 6,556,800 N/A N/A 7,003,090 70.04 - 72.00 53.95 - 77.09 12.77 BK Nov 4 26.75 +0.25 +0.94% 2,736,800 N/A N/A 3,214,681 26.61 - 27.46 20.85 - 46.50 17.26 C Nov 4 37.60 -0.20 -0.53% 18,964,900 N/A N/A 22,214,454 37.40 - 39.35 24.42 - 52.20 12.48 LEH Nov 4 56.46 +1.89 +3.46% 2,779,900 N/A N/A 2,808,681 55.65 - 57.98 42.47 - 72.20 17.43 MWD Nov 4 41.54 +1.15 +2.85% 6,544,800 N/A N/A 5,719,636 41.28 - 42.60 28.801 - 60.02 14.78 ONE Nov 4 39.53 -0.20 -0.50% 4,388,100 N/A N/A 4,577,909 39.27 - 40.75 31.60 - 42.88 17.65 SCH Nov 4 9.58 -0.02 -0.21% 5,690,800 N/A N/A 4,505,636 9.58 - 9.90 7.22 - 19.00 136.86 LEH Nov 4 56.46 +1.89 +3.46% 2,779,900 N/A N/A 2,808,681 55.65 - 57.98 42.47 - 72.20 17.43 JPM Nov 4 22.01 +0.49 +2.28% 13,636,400 N/A N/A 14,215,772 22.00 - 23.06 15.26 - 40.95 26.20 WIRELESS No such ticker symbol. Try Symbol Lookup (Look up: WIRELESS) QCOM Nov 4 35.70 -0.06 -0.17% 17,253,176 35.67 35.79 15,112,181 35.30 - 36.65 23.21 - 62.49 237.40 RFMD Nov 4 8.95 +0.32 +3.76% 11,363,398 8.83 8.84 6,990,909 8.85 - 9.46 5.159 - 28.56 98.00 NOK Nov 4 17.65 +0.75 +4.44% 18,860,000 N/A N/A 10,534,318 17.30 - 18.20 10.51 - 27.06 31.74 ERICY Ticker symbol has changed to: ERICD PWAV Nov 4 5.63 +0.29 +5.43% 1,867,851 5.25 5.74 1,298,272 5.62 - 5.91 2.62 - 21.30 93.83 KOPN Nov 4 4.40 +0.19 +4.61% 1,130,111 4.30 4.44 844,500 4.30 - 4.78 1.93 - 19.05 N/A TQNT Nov 4 6.05 +0.10 +1.69% 2,678,811 6.00 6.20 1,325,181 6.03 - 6.46 2.55 - 21.00 N/A CMVT Nov 4 8.48 +0.48 +6.00% 3,880,054 8.35 8.59 2,088,318 8.30 - 8.90 6.65 - 28.28 N/A OPWV Nov 4 1.12 -0.02 -1.75% 5,867,338 1.10 1.16 1,937,681 1.10 - 1.29 0.43 - 12.90 N/A DSPG Nov 4 14.58 -0.99 -6.42% 508,632 0.01 1,999.99 221,590 14.30 - 15.12 13.152 - 24.99 18.05 TELECOM-EQUIP No such ticker symbol. Try Symbol Lookup (Look up: TELECOM-EQUIP) ADCT Nov 4 1.80 -0.159 -7.99% 21,425,216 0.01 1,999.99 8,289,863 1.80 - 2.23 1.02 - 5.97 N/A ADTN Nov 4 28.40 +1.34 +4.96% 1,416,491 0.01 1,999.99 403,545 26.92 - 29.16 14.90 - 29.75 65.91 ALA Nov 4 5.28 -0.02 -0.38% 4,763,100 N/A N/A 1,103,863 5.26 - 5.75 2.03 - 20.18 N/A AVCI Nov 4 0.84 -0.04 -4.55% 831,445 0.77 0.90 251,136 0.76 - 0.96 0.57 - 4.12 N/A CIEN Nov 4 4.08 -0.30 -6.85% 22,913,196 4.08 4.07 6,739,272 3.91 - 4.75 2.41 - 21.71 N/A CORV Nov 4 0.75 +0.04 +5.80% 6,333,698 0.71 0.76 1,503,545 0.71 - 0.80 0.47 - 3.90 N/A DIGL Nov 4 1.93 +0.465 +29.34% 471,383 1.86 1.99 121,954 1.63 - 2.10 0.63 - 11.99 N/A DITC Nov 4 1.99 +0.14 +7.57% 103,900 0.01 1,999.99 124,227 1.89 - 2.05 1.15 - 6.44 N/A DSPG Nov 4 14.58 -0.99 -6.42% 508,632 0.01 1,999.99 221,590 14.30 - 15.12 13.152 - 24.99 18.05 FIBR Ticker symbol has changed to: FIBRD LU Nov 4 1.18 +0.059 +5.18% 51,510,600 N/A N/A 44,276,181 1.15 - 1.25 0.55 - 8.75 N/A MRVC Nov 4 1.28 -0.085 -6.30% 729,515 0.01 1.75 280,227 1.24 - 1.48 0.60 - 6.20 N/A NT Nov 4 1.33 +0.11 +9.02% 47,601,000 N/A N/A 22,437,818 1.27 - 1.41 0.43 - 9.05 N/A ONIS No such ticker symbol. Try Symbol Lookup (Look up: ONIS) RSTN Nov 4 1.26 -0.18 -12.08% 8,132,642 1.20 1.40 1,678,500 1.10 - 1.80 0.46 - 21.10 N/A SONS Nov 4 0.77 +0.27 +50.00% 39,352,484 0.81 0.84 6,371,000 0.71 - 0.95 0.18 - 8.37 N/A TELM Nov 4 0.49 -0.01 -1.96% 2,684,722 0.01 0.56 534,227 0.48 - 0.61 0.28 - 9.20 N/A TLAB Nov 4 8.60 -0.59 -6.45% 13,124,373 8.35 8.56 3,515,318 8.19 - 10.11 4.00 - 18.279 N/A SCMR Nov 4 2.85 +0.19 +7.14% 3,082,250 2.85 3.17 723,409 2.68 - 3.05 2.20 - 6.59 N/A TXCC Nov 4 0.58 -0.005 -0.85% 5,930,402 0.50 0.59 796,727 0.56 - 0.69 0.21 - 6.38 N/A TELECOM-CONSTRUCT No such ticker symbol. Try Symbol Lookup (Look up: TELECOM-CONSTRUCT) DY Nov 4 12.17 +1.05 +9.44% 222,900 N/A N/A 183,500 11.51 - 12.30 8.00 - 17.78 N/A MTZ Nov 4 3.25 +0.30 +10.17% 106,400 N/A N/A 100,863 2.98 - 3.25 2.03 - 9.13 N/A UTSI Nov 4 18.08 +0.17 +0.95% 1,808,059 18.11 23.00 1,607,318 17.99 - 18.83 12.21 - 35.66 23.18 WFII Nov 4 4.68 +0.23 +5.17% 147,542 4.57 4.93 85,727 4.48 - 4.91 3.50 - 7.55 N/A CARRIERS No such ticker symbol. Try Symbol Lookup (Look up: CARRIERS) ATI Nov 4 6.55 -0.20 -2.96% 574,100 N/A N/A 303,136 6.36 - 7.10 6.07 - 19.10 N/A BLS Nov 4 28.05 +0.78 +2.86% 5,544,200 N/A N/A 5,143,090 27.54 - 28.52 18.32 - 40.90 17.75 WCOM No such ticker symbol. Try Symbol Lookup (Look up: WCOM) Q Nov 4 3.90 +0.31 +8.64% 14,087,000 N/A N/A 13,899,227 3.65 - 3.94 1.07 - 15.19 N/A NXTL Nov 4 12.97 +0.401 +3.21% 61,823,544 12.90 12.95 30,751,227 12.75 - 13.94 2.50 - 12.54 N/A T Nov 4 13.89 +0.37 +2.74% 16,384,400 N/A N/A 14,881,318 13.69 - 14.13 8.20 - 19.25 N/A NETWORKERS No such ticker symbol. Try Symbol Lookup (Look up: NETWORKERS) CSCO Nov 4 12.31 +0.79 +6.80% 111,146,104 12.39 12.40 77,525,818 12.07 - 12.72 8.12 - 21.92 49.60 JNPR Nov 4 7.00 -0.021 -0.30% 43,293,968 6.91 6.93 10,135,636 6.89 - 7.99 4.15 - 27.84 N/A EXTR Nov 4 4.98 +0.33 +7.07% 11,089,416 4.91 5.00 3,630,954 4.85 - 5.84 2.33 - 19.53 N/A FDRY Nov 4 7.79 +0.021 +0.28% 4,602,732 7.80 7.92 3,156,727 7.75 - 8.30 4.08 - 11.78 40.27 MRVL Nov 4 20.01 +1.98 +11.14% 5,763,378 19.01 19.76 4,426,590 18.35 - 20.64 11.27 - 46.24 N/A LNOP Nov 4 5.90 +0.74 +14.34% 77,600 0.01 5.90 27,500 5.05 - 6.25 3.79 - 16.45 N/A CHIPS-EQUIP No such ticker symbol. Try Symbol Lookup (Look up: CHIPS-EQUIP) AMAT Nov 4 16.45 +0.378 +2.40% 45,687,516 15.00 22.37 32,759,363 16.00 - 17.10 10.26 - 27.95 1,073.20 ASYS Nov 4 3.09 +0.10 +3.34% 8,400 0.01 1,999.99 5,681 2.86 - 3.14 2.75 - 8.90 7.72 NVLS Nov 4 34.07 +0.94 +2.84% 15,501,505 33.90 33.98 9,649,909 33.39 - 35.31 19.40 - 54.48 136.00 LRCX Nov 4 14.12 +0.36 +2.67% 3,337,485 13.95 14.29 2,516,818 13.53 - 14.96 6.63 - 29.98 N/A KLAC Nov 4 37.90 +0.31 +0.83% 21,082,812 37.70 37.80 16,709,727 37.55 - 39.70 25.16 - 70.58 40.98 KLIC Nov 4 3.86 +0.07 +1.84% 2,811,162 3.75 4.15 1,016,590 4.00 - 4.46 1.91 - 21.67 N/A NVLS Nov 4 34.07 +0.94 +2.84% 15,501,505 33.90 33.98 9,649,909 33.39 - 35.31 19.40 - 54.48 136.00 SLAB Nov 4 23.17 -0.03 -0.13% 1,965,511 21.02 24.75 1,221,363 23.13 - 25.00 16.401 - 41.24 100.74 MU Nov 4 17.35 +0.55 +3.27% 10,197,400 N/A N/A 8,302,227 17.24 - 17.90 11.36 - 39.50 N/A TER Nov 4 13.20 +0.55 +4.35% 3,340,300 N/A N/A 2,728,681 12.94 - 14.00 7.10 - 40.20 N/A VECO Nov 4 12.49 +0.63 +5.32% 1,221,861 11.99 18.00 607,181 11.91 - 13.15 9.14 - 40.12 N/A CHIPS No such ticker symbol. Try Symbol Lookup (Look up: CHIPS) AMCC Nov 4 4.59 +0.16 +3.59% 15,467,309 2.70 6.45 3,502,500 4.51 - 5.30 2.45 - 16.32 N/A AMKR Nov 4 3.94 +0.06 +1.54% 1,687,291 0.01 1,999.99 1,338,681 3.90 - 4.37 1.13 - 24.79 N/A BRCM Nov 4 14.22 +1.21 +9.30% 15,605,829 14.18 14.29 9,955,136 13.72 - 14.74 9.52 - 53.35 N/A CREE Nov 4 18.89 +0.35 +1.89% 4,570,519 18.50 19.05 2,489,090 18.60 - 19.28 8.989 - 33.32 N/A CCMP Nov 4 49.96 -8.13 -17.00% 2,826,345 49.00 49.59 1,135,272 48.34 - 53.80 31.81 - 87.46 23.90 EMKR Nov 4 1.79 -0.12 -6.25% 704,466 0.01 1.80 160,772 1.74 - 2.16 0.98 - 17.04 N/A MSCC Nov 4 6.42 -0.81 -11.20% 795,901 6.15 6.89 270,545 5.95 - 7.49 4.66 - 40.10 17.83 PMCS Nov 4 6.40 +0.03 +0.48% 27,208,288 6.30 6.37 4,817,000 6.39 - 8.65 2.70 - 29.32 N/A RMBS Nov 4 6.89 +0.31 +4.78% 2,076,630 6.81 6.95 492,136 6.76 - 7.55 3.08 - 10.98 N/A VTSS Nov 4 1.91 -0.065 -3.29% 25,713,136 1.91 2.00 9,298,818 1.85 - 2.35 0.62 - 15.50 N/A MCHP Nov 4 26.39 +0.245 +0.94% 5,402,840 25.41 26.22 5,169,409 26.06 - 27.44 15.02 - 33.99 68.47 ALTR Nov 4 13.06 +0.64 +5.15% 17,439,582 7.75 18.36 7,906,136 12.83 - 13.72 8.321 - 27.59 186.57 XLNX Nov 4 21.87 +1.205 +5.86% 14,881,466 21.76 21.86 10,503,818 21.50 - 22.78 13.50 - 47.159 60.47 OPTICAL No such ticker symbol. Try Symbol Lookup (Look up: OPTICAL) AVNX Nov 4 1.19 +0.12 +11.11% 1,977,863 0.01 1,999.99 321,681 1.15 - 1.40 0.63 - 9.40 N/A JDSU Nov 4 2.80 +0.271 +10.93% 72,073,040 2.77 2.80 27,201,363 2.56 - 3.02 1.58 - 12.44 N/A NUFO Nov 4 3.51 +0.11 +3.24% 634,050 3.10 4.23 270,863 3.43 - 3.60 2.27 - 5.50 N/A GLW Nov 4 2.15 +0.07 +3.40% 13,275,200 N/A N/A 14,106,772 2.12 - 2.31 1.10 - 11.15 N/A NEWP Nov 4 12.40 +1.49 +12.69% 1,042,082 11.81 13.50 814,818 11.79 - 13.24 8.96 - 27.47 N/A OCCF Nov 4 2.04 -0.129 -6.87% 61,412 0.01 1,999.99 28,500 1.87 - 2.07 1.65 - 14.40 N/A INTERNET No such ticker symbol. Try Symbol Lookup (Look up: INTERNET) AMZN Nov 4 18.78 -1.05 -5.30% 12,984,472 18.70 18.90 7,098,272 18.59 - 19.81 6.74 - 20.40 N/A AOL Nov 4 15.53 +0.35 +2.31% 21,510,000 N/A N/A 20,657,818 14.76 - 16.00 8.70 - 39.21 N/A DCLK Nov 4 7.08 -0.06 -0.84% 1,520,956 6.05 7.55 771,318 7.02 - 7.44 4.42 - 13.88 N/A FMKT Nov 4 8.169 +0.50 +6.58% 914,370 8.100 1,999.990 747,636 7.770 - 8.480 4.49 - 29.09 N/A FON Nov 4 12.80 +0.25 +1.99% 5,754,600 N/A N/A 4,549,500 12.58 - 13.05 6.65 - 22.50 N/A MERQ Nov 4 29.07 +1.309 +4.72% 3,782,706 28.90 29.05 3,975,227 28.18 - 29.87 15.15 - 42.48 170.88 RNWK Nov 4 3.90 +0.13 +3.48% 1,918,856 3.27 3.90 489,954 3.74 - 3.99 2.68 - 9.28 N/A <.b> YHOO Nov 4 16.77 +1.542 +10.18% 22,794,412 16.61 16.74 12,675,636 15.50 - 17.49 8.94 - 21.35 185.47 EBAY Nov 4 64.93 +0.11 +0.17% 7,179,851 64.60 64.90 7,402,136 64.70 - 66.46 48.85 - 72.74 98.33 PYPL No such ticker symbol. Try Symbol Lookup (Look up: PYPL) SOFTWARE No such ticker symbol. Try Symbol Lookup (Look up: SOFTWARE) BEAS Nov 4 9.11 +0.86 +10.40% 16,400,541 9.08 9.11 9,987,545 8.67 - 9.63 4.59 - 22.50 N/A MSFT Nov 4 56.10 +3.178 +6.00% 70,103,616 56.00 56.05 45,394,727 55.52 - 57.25 41.41 - 70.62 33.44 ITWO Nov 4 1.10 +0.19 +20.21% 18,031,666 1.13 1.14 6,835,000 1.04 - 1.21 0.41 - 9.58 N/A DSPG Nov 4 14.58 -0.99 -6.42% 508,632 0.01 1,999.99 221,590 14.30 - 15.12 13.152 - 24.99 18.05 STORAGE No such ticker symbol. Try Symbol Lookup (Look up: STORAGE) BRCD Nov 4 7.47 +0.37 +5.21% 24,594,760 7.44 7.45 17,695,318 7.39 - 8.03 5.21 - 41.37 N/A EMC Nov 4 5.95 +0.41 +7.54% 17,833,200 N/A N/A 14,873,954 5.55 - 5.95 3.67 - 18.50 N/A ELX Nov 4 20.90 +2.06 +10.84% 5,930,800 N/A N/A 3,552,590 19.78 - 22.01 7.85 - 48.17 N/A JNIC Nov 4 2.90 +0.282 +10.81% 218,000 0.01 2.89 97,909 2.61 - 2.90 2.05 - 11.40 N/A MCDT Nov 4 7.70 +0.71 +10.10% 1,481,580 7.50 7.70 795,954 7.25 - 8.37 4.07 - 34.68 N/A NTAP Nov 4 10.51 +0.57 +5.71% 9,259,549 10.49 10.69 7,041,818 10.27 - 11.12 5.18 - 27.95 211.20 QLGC Nov 4 40.16 +3.21 +8.64% 29,634,024 39.10 42.00 15,805,136 38.13 - 41.45 19.66 - 57.10 47.48 VRTS Nov 4 17.71 +1.42 +8.83% 16,067,055 17.56 17.68 11,759,090 16.45 - 18.44 10.296 - 49.89 N/A STOR Nov 4 1.035 -0.04 -3.74% 4,622,029 0.990 1.050 629,772 0.960 - 1.220 0.821 - 8.10 N/A CONSUMER No such ticker symbol. Try Symbol Lookup (Look up: CONSUMER) PALM Ticker symbol has changed to: PALMD RIMM Nov 4 13.53 +0.73 +5.71% 1,885,910 13.01 13.75 1,122,363 13.13 - 13.85 8.35 - 29.55 N/A GNSS Nov 4 14.28 +1.29 +9.80% 4,253,733 14.40 14.55 1,651,454 13.50 - 15.25 5.64 - 74.90 160.56 ESST Nov 4 6.27 +0.37 +6.38% 1,092,998 6.10 7.00 1,618,045 5.86 - 6.46 4.28 - 25.99 4.82 DVID Nov 4 3.43 -0.24 -6.44% 138,500 3.45 1,999.99 34,954 3.31 - 3.77 0.98 - 6.99 N/A BBY Nov 4 20.16 +0.47 +2.38% 6,410,400 N/A N/A 6,227,818 19.85 - 20.98 16.99 - 53.7466 11.56 ELBO Nov 4 27.01 +0.93 +3.57% 304,208 25.99 1,999.99 361,363 26.00 - 27.35 21.02 - 44.54 29.68 HLYW Nov 4 18.55 -0.34 -1.80% 1,334,793 0.01 18.55 903,000 18.27 - 19.25 10.89 - 21.29 6.08 MVSN Nov 4 16.45 +2.11 +14.72% 1,533,437 15.57 16.58 737,227 14.37 - 17.18 8.98 - 40.69 54.80 CABLE No such ticker symbol. Try Symbol Lookup (Look up: CABLE) CCUR Nov 4 2.16 +0.13 +6.60% 2,339,818 1.28 2.23 1,233,272 2.10 - 2.28 1.25 - 17.68 16.15 GSPN Nov 4 3.27 +0.29 +9.73% 3,908,160 2.70 1,999.99 960,454 3.05 - 3.57 1.62 - 19.00 N/A HLIT Nov 4 2.06 +0.227 +11.75% 965,933 2.02 2.06 617,909 1.94 - 2.28 1.01 - 15.13 2.67 TERN Nov 4 2.07 -0.01 -0.48% 1,180,173 1.70 2.15 619,954 1.97 - 2.31 0.86 - 14.75 N/A FLASH No such ticker symbol. Try Symbol Lookup (Look up: FLASH) SSTI Nov 4 4.97 +0.23 +4.81% 1,066,042 4.83 1,999.99 581,545 4.91 - 5.40 2.65 - 14.50 N/A SNDK Nov 4 19.76 -1.03 -4.91% 3,182,349 19.76 19.98 2,066,227 19.70 - 21.80 9.60 - 23.40 32.70 FLSH Nov 4 7.38 +0.28 +3.94% 151,185 6.20 1,999.99 90,636 7.10 - 7.50 4.69 - 12.85 N/A CONTRACT-MAN No such ticker symbol. Try Symbol Lookup (Look up: CONTRACT-MAN) FLEX Nov 4 9.76 +0.87 +9.74% 18,105,816 9.70 9.85 9,698,772 9.40 - 10.20 5.47 - 29.99 N/A JBL Nov 4 17.76 +1.26 +7.64% 3,912,900 N/A N/A 1,989,045 16.65 - 18.20 11.13 - 31.45 104.47 MWAV Nov 4 0.99 +0.06 +6.45% 13,500 0.01 6.47 12,181 0.93 - 1.00 0.46 - 8.16 N/A SANM Nov 4 3.26 +0.24 +7.74% 12,594,373 3.32 3.36 7,799,363 3.25 - 3.81 1.52 - 25.65 N/A SLR Nov 4 3.12 +0.66 +26.83% 12,556,700 N/A N/A 6,345,045 2.65 - 3.22 1.39 - 16.45 N/A SOFTWARE No such ticker symbol. Try Symbol Lookup (Look up: SOFTWARE) BEAS Nov 4 9.11 +0.86 +10.40% 16,400,541 9.08 9.11 9,987,545 8.67 - 9.63 4.59 - 22.50 N/A SAP Nov 4 21.06 -0.33 -1.55% 3,746,700 N/A N/A 1,466,681 20.94 - 21.69 9.93 - 39.04 40.94 ORCL Nov 4 10.24 0.00 0.00% 61,141,576 10.15 10.18 48,408,681 9.91 - 10.48 7.251 - 17.50 28.14 MSFT Nov 4 56.10 +3.178 +6.00% 70,103,616 56.00 56.05 45,394,727 55.52 - 57.25 41.41 - 70.62 33.44 PSFT Nov 4 19.98 +0.89 +4.68% 9,198,741 19.90 20.00 7,243,136 19.30 - 20.61 11.75 - 42.73 35.54 ITWO Nov 4 1.10 +0.19 +20.21% 18,031,666 1.13 1.14 6,835,000 1.04 - 1.21 0.41 - 9.58 N/A NET Nov 4 17.55 +1.20 +7.34% 4,609,500 N/A N/A 2,158,090 16.75 - 17.84 8.14 - 30.50 67.50 CHKP Nov 4 14.80 +0.74 +5.19% 4,590,899 14.71 15.00 5,174,136 14.61 - 15.40 10.37 - 49.47 14.28 SEBL Nov 4 8.90 +0.71 +8.67% 31,580,128 8.95 8.96 14,287,318 8.61 - 9.50 5.33 - 38.38 68.46 BIOTECH No such ticker symbol. Try Symbol Lookup (Look up: BIOTECH) AMGN Nov 4 48.36 +1.40 +3.00% 15,872,742 47.80 49.00 15,398,863 47.31 - 48.97 30.57 - 69.00 N/A BGEN Nov 4 38.78 +1.30 +3.48% 3,319,358 38.55 39.22 3,447,500 37.54 - 39.37 28.43 - 61.15 27.25 JNJ Nov 4 58.71 +0.12 +0.20% 5,810,000 N/A N/A 8,121,045 58.37 - 59.60 41.40 - 65.89 28.09 LLY Nov 4 58.00 +1.26 +2.22% 3,443,800 N/A N/A 3,808,045 56.71 - 59.18 43.75 - 84.30 24.58 MRK Nov 4 53.68 -0.38 -0.70% 7,320,000 N/A N/A 6,344,636 53.55 - 55.10 38.50 - 68.57 17.21 IMNX No such ticker symbol. Try Symbol Lookup (Look up: IMNX) PFE Nov 4 32.05 -0.09 -0.28% 15,492,300 N/A N/A 17,178,500 31.74 - 32.89 25.13 - 44.04 23.39 SGP Nov 4 21.45 -0.27 -1.24% 4,980,900 N/A N/A 6,593,590 21.15 - 21.70 16.10 - 39.20 15.89 WYE Nov 4 33.87 +0.27 +0.80% 5,411,300 N/A N/A 6,474,318 33.16 - 34.30 28.25 - 66.51 12.23 ENTERTAINMENT No such ticker symbol. Try Symbol Lookup (Look up: ENTERTAINMENT) SBSA Nov 4 6.69 +0.09 +1.36% 176,463 6.46 1,999.99 299,318 6.53 - 6.79 5.30 - 17.34 N/A DIS Nov 4 18.05 +1.22 +7.16% 12,492,400 N/A N/A 9,772,545 17.84 - 18.59 13.48 - 25.17 33.80 TMCS Nov 4 24.769 +1.17 +4.94% 963,779 24.750 1,999.990 761,863 23.810 - 25.320 11.04 - 30.00 N/A HLYW Nov 4 18.55 -0.34 -1.80% 1,334,793 0.01 18.55 903,000 18.27 - 19.25 10.89 - 21.29 6.08 MOVI Nov 4 17.98 -0.58 -3.12% 2,437,455 17.75 18.44 657,363 17.62 - 20.14 9.10 - 22.50 24.97 COMGOLOMERATES No such ticker symbol. Try Symbol Lookup (Look up: COMGOLOMERATES) UTX Nov 4 62.70 +0.35 +0.56% 2,676,500 N/A N/A 3,096,136 62.24 - 64.82 48.83 - 77.75 15.48 TYC Nov 4 15.22 +0.69 +4.75% 14,680,200 N/A N/A 17,360,590 14.89 - 15.45 6.98 - 60.09 N/A AA Nov 4 23.52 +0.47 +2.04% 4,348,500 N/A N/A 4,441,545 23.06 - 23.98 17.62 - 40.50 42.76