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

To: Kirk © who wrote (9625)	4/29/2003 11:46:53 PM
From: Cary Salsberg	Respond to of 95640

RE: "maybe the market is turning up?" ALTR, XLNX, LLTC, MXIM produce a broad array of products for customers in many industries and in many geographic regions. The common denominator is advanced technology. My thesis is that advanced products will lead us out of the downturn and it will take a critical mass of advanced products. These companies are starting to look like growth vehicles again. I believe that they are leading indicators because of their advanced technology. Their success in consumer and industrial areas supports my belief that personal and consumer products will replace IT and corporate productivity as the biggest driver of technology.

To: Kirk © who wrote (9625)	4/30/2003 9:44:50 AM
From: Return to Sender	Read Replies (1) \| Respond to of 95640

Chart of the Day: chartoftheday.com If you averaged the yearly performance of the Dow since its inception in 1896, you would get the blue line in the following chart. The gold line represents the average year since 1990. What does the chart show? The blue line helps demonstrate what investors often refer to as the 'summer rally' as well as the 'year-end rally'. Since 1990, however, the average summer rally has been less significant, thereby lending credence to the old Wall Street adage, "sell in May and walk away."