Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Classic TA Workplace -- Ignore unavailable to you. Want to Upgrade?

To: skinowski who wrote (128462)	1/25/2006 6:16:49 PM
From: Shack	Respond to of 209892

not sure they are an indicator for the broader markets. Perhaps, but its hard to get to concerned about the overall market if one believes the SMH is about to head to new highs. In any event buying semis seems logical.

To: skinowski who wrote (128462)	1/25/2006 7:07:06 PM
From: SHAWING	Read Replies (1) \| Respond to of 209892

ski, Maybe this helps, From AMEX site For every 100 shares of SMH you purchase, you are buying the following amount of underlying shares: Stock Ticker Share Amount -------------------------------- ------ ----------- Advanced Micro Devices Inc. AMD 4.00 Altera Corporation ALTR 6.00 Amkor Technology, Inc. AMKR 2.00 Analog Devices Inc. ADI 6.00 Applied Materials, Inc. AMAT 26.00 Atmel Corporation ATML 8.00 Broadcom Corporation Cl.A BRCM 2.00 Intel Corporation INTC 30.00 KLA-Tencor Corp. KLAC 3.00 Linear Technology Corporation LLTC 5.00 LSI Logic Corporation LSI 5.00 Maxim Integrated Products, Inc. MXIM 5.00 Micron Technology, Inc. MU 9.00 National Semiconductor Corp. NSM 6.00 Novellus Systems Inc. NVLS 2.00 SanDisk Corporation SNDK 2.00 Teradyne, Inc. TER 3.00 Texas Instruments Inc. TXN 22.00 Vitesse Semiconductor Corporation VTSS 3.00 Xilinx, Inc. XLNX 5.00 SHA

To: skinowski who wrote (128462)	1/25/2006 7:53:53 PM
From: the-phoenix	Respond to of 209892

The key is the INTC weighting. 30% of SMH and less than 4% of $SOX.