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To: Sam Citron who wrote (4658)	3/4/2003 1:21:53 PM
From: Return to Sender	Respond to of 13403

OT: SOX components are weighted at the same number of average shares. Therefore any higher priced issue has a heavier weighting in the SOX. This is not true for the SMH or semiconductor holder which has its highest weighting determined quite differently with INTC being I believe the highest weighted stock. I broke all this out last year on the Wennerstrom thread. CY or any other semiconductor stock has an indirect effect on the index. When there is good news for the industry even outside of the SOX components it is indirectly reflected. All these stocks move like a herd. ALL OF THEM. Of course the strongest and weakest will be singled out for better or much worse treatment. RtS

To: Sam Citron who wrote (4658)	3/4/2003 6:19:44 PM
From: willcousa	Read Replies (1) \| Respond to of 13403

OT - You are dead wrong. After we take Iraq we will have more friends in the arab world than you can imagine. Everybody remember this dialogue and let's see who is right.

To: Sam Citron who wrote (4658)	3/4/2003 11:45:31 PM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 13403

OT >> I can foresee capital flight out of US, both human capital and investment capital. Both kinds of flight will happen regardless of the result of any election. Foreigners will find the US much less hospitable, and the US will find foreigners much less desirable. But aside from that, talented people will find more opportunity in their country of birth, than was available in the 20th century. Which means productivity will increase by leaps in such places as China, Russia, India and Eastern Europe. Since the 1930's, the US had been attracting the most intelligent and educated people in the world. That had two complimentary effects. 1- the US position in science, industry and weaponry was enhanced. 2- But the much larger effect was that talent was drained from everywhere else, and so the rest of the world stayed far behind. Now both effects will be reversed. There is plenty of native talent in the US to replace the foreigners who will stay home, but that's not the problem. The larger effect is that those other countries will retain their best people and will quickly reduce the gap in productivity, industry, and in developing sufficient defense to scare off wannabe emperors. Pride comes before a fall. We're in the season of pride.