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

To: Donald Wennerstrom who wrote (12021)	10/10/2003 6:39:52 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95391

This is the weekly update for the SOX. 16 of the 18 stocks in the SOX were up for the week. - 10/3/03 10/10/03 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG MOT 12.28 13.79 12 0.40 34 10 3.45 AMD 11.89 13.24 11 -0.24 15 BRCM 28.79 31.37 9 0.64 49 30 1.63 NSM 35.73 38.25 7 1.42 27 15 1.80 AMAT* 19.46 20.75 7 0.46 45 20 2.22 MXIM 42.48 44.82 6 1.39 32 25 1.29 KLAC* 55.98 58.60 5 1.86 32 21 1.50 STM 26.06 27.15 4 0.82 33 18 1.84 LLTC 39.39 40.77 4 1.08 38 22 1.72 TXN 24.65 25.48 3 0.67 38 20 1.90 XLNX 29.69 30.68 3 0.88 35 20 1.74 ALTR 17.99 18.57 3 0.48 39 23 1.72 INTC 29.61 30.43 3 1.05 29 15 1.93 TER* 18.99 19.16 1 0.45 43 19 2.24 NVLS* 36.34 36.47 0 0.68 54 21 2.52 LSI 9.32 9.33 0 0.26 36 18 1.99 TSM 11.97 11.74 -2 0.49 24 25 0.96 MU 13.66 12.78 -6 0.86 15 18 0.83 TOTALS 464.28 483.38 4 13.65 SOX-X 449.12 467.22 4 COMPQX1880.57 1915.31 2

To: Donald Wennerstrom who wrote (12021)	10/10/2003 11:12:47 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95391

Poll Questions. Does INTC beat expectations? Does INTC raise capex guidance this quarter? Great tables Don! Clearly we should have all been buying the canary. I've been looking through charts this evening and I find the weekly and monthly charts much more positive than the daily ones. My conclusion is that despite high valuations, a lack of upward revisions in earnings expectations and overly bullish sentiment that the market can still continue upward. But it is becoming increasingly risky. JMHO, RtS