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

To: Donald Wennerstrom who wrote (15689)	6/13/2004 8:30:53 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95597

Here is how the SOX has fared over the past 2 weeks. Notice the 4 semi-equip companies at the bottom part of the list doing their job to hold the index in the "red". - 5/28/04 6/11/04 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG BRCM 42.35 43.22 2 1.48 29 28 1.06 AMD 15.55 15.75 1 0.73 22 15 1.44 MOT 19.77 19.90 1 0.93 21 10 2.14 INTC 28.55 28.64 0 1.45 20 15 1.32 ALTR 22.89 22.71 -1 0.84 27 20 1.35 XLNX 36.48 36.06 -1 1.48 24 25 0.97 NSM 21.67 21.34 -2 1.17 18 15 1.22 STM 22.55 22.02 -2 1.26 17 16 1.13 LLTC 39.78 38.48 -3 1.35 29 22 1.30 TXN 26.11 25.13 -4 1.39 18 20 0.90 MXIM 50.97 48.91 -4 1.76 28 25 1.11 LSI 8.20 7.86 -4 0.47 17 20 0.84 KLAC* 48.18 46.09 -4 2.48 19 20 0.92 TER* 22.29 21.26 -5 1.78 12 15 0.80 AMAT* 19.97 18.92 -5 1.20 16 20 0.79 MU 15.03 14.20 -6 0.77 18 18 1.02 NVLS* 33.29 31.24 -6 1.64 19 20 0.97 TSM 10.15 9.08 -11 0.72 13 27 0.47 TOTALS 483.78 470.81 -3 22.90 21 SOX-X 488.86 476.28 -3 COMPQX1986.74 1999.87 1

To: Donald Wennerstrom who wrote (15689)	6/14/2004 11:39:37 AM
From: Jess Beltz	Read Replies (1) \| Respond to of 95597

Sold all of my issues today except one - AMD. Reasons: (1) The violence is ticking up strongly in Iraq as we head to the end of the month and the "handover" (2) The analyst community is really down on the sector right now, bashing it almost whenever they can (3) There will be more bail-on-any-tech-sector selling in light of the Fed's increasing sabre rattling about getting more aggressive about raising interest rates at the June FMOC meeting. I may miss a dead cat bounce or two as a result of today's sales, but the way I see it, those who want to drive semi prices down have about two weeks (through the end of this month) of a nearly optimal environment to do it in, and they won't fail to take advantage of their opportunity. Jess.