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

To: Donald Wennerstrom who wrote (11790)	9/24/2003 5:10:57 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95530

OK, Here is the same type of table updated for the first 3 days of this week for the SOX. - 9/19/03 9/24/03 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG MOT 11.09 12.26 11 0.39 31 12 2.73 BRCM 26.42 26.50 0 0.65 41 30 1.36 MU 14.53 14.10 -3 -0.39 18 NSM 35.90 34.49 -4 1.42 24 15 1.62 TXN 24.17 23.08 -5 0.67 34 20 1.72 INTC 29.17 27.78 -5 1.04 27 15 1.78 XLNX 31.54 29.99 -5 0.88 34 20 1.70 TSM 11.58 10.95 -5 0.49 22 25 0.89 ALTR 21.46 20.25 -6 0.48 42 25 1.69 KLAC* 56.67 52.99 -6 1.86 28 21 1.36 TER* 22.00 20.52 -7 0.46 45 19 2.35 STM 26.22 24.32 -7 0.80 30 18 1.69 LLTC 38.90 36.01 -7 1.09 33 20 1.65 NVLS* 38.55 35.52 -8 0.68 52 21 2.45 MXIM 43.35 39.83 -8 1.37 29 25 1.16 AMD 12.68 11.55 -9 -0.28 15 LSI 11.96 10.82 -10 0.27 40 18 2.23 AMAT* 20.48 18.48 -10 0.46 40 20 1.98 TOTALS 476.67 449.44 -6 12.34 SOX-X 460.79 434.34 -6 COMPQX1905.70 1843.69 -3

To: Donald Wennerstrom who wrote (11790)	9/24/2003 7:16:03 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 95530

>> Today, all 25 stocks in the Group were in the red and all 18 stocks in the SOX closed in the red. Hi Don. Finally, the shorts have something to celebrate. Of course as soon as they try to cover, their celebration will turn into wailing and gnashing of teeth. I don't at all understand the ferocity of the selling today. And what was the reason ? I guess there wasn't a reason. So now that the weak hands got booted off the train and into the gorge, I say good riddance. I can't imagine a sane buyer of Altera who would say to himself "gee, OPEC is cutting oil production. I better sell." And since the treasury auction went quite well, we can't say foreign investors were dumping American assets either. So we're back to the old modus operandi of shorts putting their dollars together on que at 10:00 AM and started selling. They've done it before, and it does work for a couple days. But a look at the NASDAQ chart for the past few months should convince anyone that the method fails very quickly. Hopefully, a good employment number tomorrow will put a stop to this foolishness. Sarmad