Look At What’s New In Semiconductors

Stocks are lower on light volume
as many New York traders are taking the week off.

Consumer spending bounced back in July — up
0.8% — after a revised 0.2% drop in June. Tyson
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lowered 2004 guidance, citing
higher costs and weaker chicken demand. The company said it made the wrong bet
on the direction of grain prices. Last week, competitor Sanderson Farms
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warned.

Intel
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will manufacture a chip
with more than a half billion transistors. The company will use its 65-nanometer
technology, which leaves AMD’s 90-nanometer technology a generation behind.

Crude oil is lower, at 41.60, down 1.58.

Dow -23.96 10171.19
S&P 500 -4.28 1103.49
Nasdaq -18.07 1844.02

Strong today are: Airlines
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+1.93%, Utilities
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+0.31%.

Weak are: Biotech

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-2.64%, Internet
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-1.88%, Brokers
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-1.54%.

10-year Notes are +070 at 113 005

The dollar
is -0.11 at 89.66

Gold is +3.20 at 406.40

Crude Oil is -1.58 at
41.60.

Volume is 392 million on
the NYSE and 508 million on the Nasdaq.

Market breadth is negative.

NYSE Issues
Advancing 1273 Up Vol 101
Declining 1807 Down Vol 260
Ratio 1.41 2.57
Nasdaq
Advancing 942 Up Vol 94
Declining 1905 Down Vol 383
Ratio 2.02 4.07

Stocks in the News

Accredo Health
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slashed its 2004
forecast.

Wal Mart
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may buy UK retailer
Matalan for $1.8 billion.

An FDA committee put off a vote on Eyetech’s
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Macugen. The FDA did make some positive comments, however. The stock
was halted most of the day Friday.

QLT [
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, a competitor of Eyetech, is
down.

In Barron’s this weekend: American Science &
Engineering

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, which was thought to de well in an anti-terror
envoronment; Drexler Technology
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, OSI Systems
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(x-ray screening), and Vical
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(anthrax vaccine), Dentsply
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(baby boomers need more dental care), Lojack
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(unit sales
+16% in 2004).

Brice Wightman