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

To: augieboo who wrote (7017)	11/21/2002 10:38:43 PM
From: StanX Long	Read Replies (1) \| Respond to of 95561

Here is what I found from three differant site, Stan. January 2002 Vol. 3, No. 1 Using SOX to Measure Industry Performance semi.org!OpenDocument SOX MECHANICS The reason why the SOX makes such a good benchmark is that it is made up of 16 bellwether companies that span the semiconductor industry: Texas Instruments (TXN), Applied Materials (AMAT), Micron Technology (MU), Xilinx (XLNX), LSI Logic (LSI), Teradyne (TER), Altera (ALTR), Linear Technology (LLTC), National Semiconductor (NSM), KLA-Tencor (KLAC), Novellus (NVLS), Lattice Semiconductor (LSCC), Motorola (MOT), Rambus (RMBS), Intel and AMD. One of the easiest ways to track semiconductor stocks versus the SOX is in the ‘Money’ section of msn.com. In the ticker field enter ‘$sox.x’ and click on the ‘Charts’ function. Then select time periods and add the tickers of the semiconductor stocks you want to benchmark. phlx.com PHLX Semiconductor Sector (SOX)SM The PHLX Semiconductor SectorSM is a price-weighted index composed of 17 U.S. companies primarily involved in the design, distribution, manufacture, and sale of semiconductors. The index was set to an initial value of 200 on December 1, 1993 and was split two-for-one on July 24, 1995; options commenced trading on September 7, 1994. Contract Specifications Trading Symbol: SOX ______________________________________________________________ stockbottom.com Philadelphia Stock Exchange Semiconductor Index - SOX Philadelphia's Semiconductor Index is made up of 16 U.S. companies involved in the design, distribution, manufacture, and sale of semiconductors. It is a price-weighted index that includes some of the largest and most widely held semiconductor stocks. The SOX was originally set to a value of 200 on December 1, 1993 and went through a 2-for-1 split on July 24, 1995. Options were offered beginning September 7, 1994 and the index offers investors the ability to participate in the industry without having to select a specific company or issue of stock. An industry sector index affords investors the opportunity to participate in market trends without having to research and select specific stocks or groups of stock. A market sector index is a simpler, more efficient measure of movement within a given industry. A contract within a market sector index affords investors to focus efforts on overall market movement rather than the risks behind a specific stock. Sector indices will reflect movement within their given markets to the extent their member companies represent the given industry. A sector index is "benchmarked" against the value at which it was originally set and will typically be altered at least once per year to maintain an accurate representation. Options are traded on a given index and are settled in cash, unlike equity options which are settled in stock. The assigned writer (seller) is obligated to pay the exercising holder (buyer) the difference between the closing value of the underlying index and the exercise (strike) price of the option, multiplied by the specified index multiplier (usually $100). Basically, a multiplier of 100 in a sector index means that for every point a sector option is "in the money," there is an incremental $100 of intrinsic value. Name Symbol Market Share</FONT< b> Altera Corp. ALTR 8.58 Applied Materials Inc. AMAT 6.43 Advanced Micro Devices AMD 2.06 Intel Corp. INTC 7.12 KLA - Tencor Corp. KLAC 6.27 Linear Technology Group LLTC 6.55 Lattice Semiconductor LSCC 4.9 LSI Logic Corp. LSI 4.46 Motorola Inc. MOT 9.39 Micron Technology Inc. MU 4.58 National Semiconductor NSM 2.37 Novellus Systems Inc. NVLS 6.3 Rambus Inc. RMBS 7.17 Teradyne Inc. TER 5.72 Texas Instruments Inc. TXN 12.59 Xilinx Inc. XLNX 5.5

To: augieboo who wrote (7017)	11/21/2002 11:00:40 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95561

These are the stocks on Don's list: finance.yahoo.com There are obviously other semi equipment stocks but these are the ones Don has followed for years. Some other good sites to check would be the Bull Sector and Equity Trader. bullsector.com equitytrader.com RtS