Until the dashed green support line is broken, this is the trading channel for the SOX, also known as the Philadelphia Semiconductor Index.
Click stockcharts.com graph for full size image
The 18 companies in the SOX are Altera Corporation (ALTR) (charts), Applied Materials (AMAT) (charts), Advanced Micro Devices Inc. (AMD), Broadcom Corporation, (BRCM) Infineon Technologies AG (IFX), Intel Corporation (INTC) (charts), KLA-Tencor Corporation, (KLAC) Linear Technology Corporation (LLTC), Marvell Technology Group, (MRVL) Micron Technology, Inc. (MU), National Semiconductor Corporation (NSM), Novellus Systems, Inc. (NVLS), SanDisk Corporation (SNDK) , STMicroelectronics N.V. (STM), Teradyne, Inc. (TER), Taiwan Semiconductor Manufacturing Company, (TSM) Texas Instruments Incorporated (TXM) and Xilinx (XLNX).
This table shows their recent closing price and percent weighting in the SOX index.
Click stockcharts.com graph for full size imageThe 18 companies in the SOX are Altera Corporation (ALTR) (charts), Applied Materials (AMAT) (charts), Advanced Micro Devices Inc. (AMD), Broadcom Corporation, (BRCM) Infineon Technologies AG (IFX), Intel Corporation (INTC) (charts), KLA-Tencor Corporation, (KLAC) Linear Technology Corporation (LLTC), Marvell Technology Group, (MRVL) Micron Technology, Inc. (MU), National Semiconductor Corporation (NSM), Novellus Systems, Inc. (NVLS), SanDisk Corporation (SNDK) , STMicroelectronics N.V. (STM), Teradyne, Inc. (TER), Taiwan Semiconductor Manufacturing Company, (TSM) Texas Instruments Incorporated (TXM) and Xilinx (XLNX).
This table shows their recent closing price and percent weighting in the SOX index.
| Name | Ticker | Price | % of Index |
| Altera Corporation (charts) | ALTR | 15.800000 | 7.8102 |
| Applied Materials, Inc. (charts) | AMAT | 10.370000 | 5.1261 |
| Advanced Micro Devices, Inc. | AMD | 2.690000 | 1.3297 |
| Broadcom Corporation | BRCM | 16.940000 | 8.3737 |
| Infineon Technologies AG | IFX | 1.250000 | 0.6179 |
| Intel Corporation (charts) | INTC | 14.150000 | 6.9946 |
| KLA-Tencor Corporation | KLAC | 22.050000 | 10.8997 |
| Linear Technology Corporation | LLTC | 22.200000 | 10.9738 |
| Marvell Technology Group | MRVL | 6.860000 | 3.3910 |
| Micron Technology, Inc. | MU | 3.290000 | 1.6263 |
| National Semiconductor Corporation | NSM | 10.090000 | 4.9876 |
| Novellus Systems, Inc. | NVLS | 13.770000 | 6.8067 |
| SanDisk Corporation | SNDK | 12.300000 | 6.0801 |
| STMicroelectronics N.V. | STM | 6.540000 | 3.2328 |
| Teradyne, Inc. | TER | 5.240000 | 2.5902 |
| Taiwan Semiconductor Manufacturing Company | TSM | 7.490000 | 3.7024 |
| Texas Instruments Incorporated | TXN | 14.960000 | 7.3950 |
| Xilinx, Inc. | XLNX | 16.310000 | 8.0623 |
Here are the weekly valuation numbers from Donald Wennerstrom for the SOX.
PEG is the Price to Earnings ratio (PE) divided by First Call's estimated long term growth rate. For example, Intel closed 1/9/09 at $14.15 and is expected to earn $0.71 per share so its PE ratio is $14.15/$0.71=19.93 (rounded to 20) . Divide 20 by an estimated 12% growth rate and it has a PEG of 1.62.In my newsletter and with my personal money, I like to trade Lam Research (Ticker LRCX - more LRCX charts) around a very low cost core position. Key attributes for LRCX are its greater volatility and better business model compared to most of the better known and more widely followed stocks in the SOX.
I'd love to see LRCX break-out....Disclaimer: I currently own and trade ALTR, AMAT, INTC and LRCX in my personal portfolio and "Kirk Lindstrom's Investment Newsletter." I may buy or sell shares at any time, often at "Auto Buy" and "Auto Sell" levels set ahead of time in the newsletter. I will not be announcing decisions to buy or sell here ahead of time.
18 SOX Ticker symbols: ALTR, AMAT, AMD, BRCM, IFX, INTC, KLAC, LLTC, MRVL, MU, NSM, NVLS, SNDK, STM, TER, TSM, TXN, XLNX
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