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

To: Donald Wennerstrom who wrote (14331)	4/5/2004 8:59:00 AM
From: BMcV	Read Replies (1) \| Respond to of 95640

from a premarket WALL STREET JOURNAL ONLINE News Roundup Monday Morning "Chip maker Infineon led gainers, jumping 2.9% after memory-chip prices gained 10% Monday on reports of strong industry sales in February."

To: Donald Wennerstrom who wrote (14331)	4/5/2004 5:02:31 PM
From: Jess Beltz	Read Replies (2) \| Respond to of 95640

Is it me, or does the money seem to be coming more into small cap stocks than the larger cap issues? Clearly, much more money (in terms of dollar volume) could actually be flowing into the larger cap issues while the smaller caps would actually experience greater price appreciation due to their much smaller numbers of shares outstanding. However, there have been many times when increases in tech stocks (semis especially) centered around the really big boys while smaller issues languished. That definitely seems not to be the case here. Jess