Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Full Disclosure Trading -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (4656)	3/4/2003 1:05:47 PM
From: Sam Citron	Read Replies (3) \| Respond to of 13403

OT It is a curious fact that XLNX is a larger component of SOX (7.85%) than Intel (5.99%) or AMAT (4.55%). phlx.com Therefore the news from XLNX does have some effect on SOX. CY is not in SOX, so I would deem its effect to be negligible. Will we retest Oct lows of 209? I believe that once it is apparent that the pipe dreams of this administration's foreign policy are exposed, i.e., it is shown that "victory" in Iraq neither reduces the threat of terror to US nor contributes substantially to peace in the Middle East, but instead merely drives a wedge between the US and its allies and proves far more costly than is estimated, the lows will be tested and will ultimately fail. If GWB is reelected President next year, I can foresee capital flight out of US, both human capital and investment capital.