Replies to post #453168 on Zeev's Turnips Patch-No Politics (ZEEV)

[Stock]

You must have thought I was being rude, I was not at all. I just was curious to know if most of your trades are a day or two or a week or more. Did not mean to offend at all.

[Stock]

You are correct about BRCM, of course. Some people don't know the difference in the allocations between SOX and SMH and PSI

http://www.phlx.com/products/sectors/soxcomp.htm

(these are Friday at the open numbers)

Altera Corp. ALTR 0.00 19.49 3.39%
Applied Materials, Inc. AMAT 0.00 19.73 3.43%
Advanced Micro Devices AMD 0.00 40.41 7.02%
Broadcom Corporation BRCM 0.00 58.72 10.20%
Freescale Semiconductor, Inc. FSL'B 0.00 26.92 4.68%
Infineon Technologies AG IFX 0.00 9.74 1.69%
Intel Corp. INTC 0.00 21.49 3.73% 2/3/2005 0.08
KLA-Tencor Corp. KLAC 0.00 54.01 9.38%
Linear Technology Corp. LLTC 0.00 38.53 6.69%
Marvel Technology Group MRVL 0.00 66.10 11.49%
Micron Technology, Inc. MU 0.00 14.35 2.49%
Maxim Integrated Products, Inc. MXIM 0.00 41.51 7.21%
National Semiconductor Corp. NSM 0.00 28.84 5.01%
Novellus Systems, Inc. NVLS 0.00 29.88 5.19%
STMicroelectronics NV STM 0.00 19.04 3.31%
Teradyne, Inc. TER 0.00 17.66 3.07%
Taiwan Semiconductor Manufacturing TSM 0.00 10.48 1.82%
Texas Instruments, Inc. TXN 0.00 30.16 5.24%
Xilinx, Inc. XLNX 0.00 28.48 4.95%

Totals 575.54 100%

SOX Divisor - 1.0726924
SOX Value - 536.54