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To: Return to Sender who wrote (7040)11/1/2003 6:07:28 PM
From: Alastair McIntosh  Read Replies (1) | Respond to of 13403
 
Re: 52% weighting of the SMH is INTC and TXN.

Not quite right RtS. Based on Friday's close:

30 INTC @ $30.95 = $988.50
22 TXN @ $28.92 = $636.24

Total is $1624. 100 SMH is $4165
INTC and TXN total about 39% of SMH.

Also, your link is old, pre-split AMAT.
AMAT now has 26 shares in 100 SMH.
Almost the same weight as TXN.

holdrs.com



To: Return to Sender who wrote (7040)11/1/2003 10:12:39 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 13403
 
When I go to

austinp-live.com

and add up the numbers, I come up with 138 at the bottom line. I only did the addition once, but am I right. If so, INTC and TXM would be 52/138. or about 38 percent.

Dom


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