Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 299.48

-4.8%

Dec 12 4:00 PM EST

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To: Donald Wennerstrom who wrote (10048)	6/10/2003 12:32:41 PM
From: Donald Wennerstrom	of 95574

I have tabular data taken last August to show the difference in analyst attitude for the semi-equips compared to today. In August of last year they were really negative. Incidently, note the 12 month price target for the Group - much higher than predicted at the present time. 8/3/02 Momentum 8/2/02 12 Mon Number Estimates CLOSE Price Changed in 4 wks SYMBOL PRICE Target Up Down AMAT 13.70 30 6 ASML 10.42 25 8 ASYT 10.36 25 2 8 ATMI 17.60 33 2 5 BRKS 18.29 27 10 2 CMOS 13.05 35 1 1 COHU 14.90 32 2 CYMI 25.37 45 1 6 DPMI 23.34 34 8 EGLS 3.34 16 5 FSII 4.42 11 HELX 11.60 34 2 1 KLAC 37.03 55 2 20 KLIC 5.56 21 6 LRCX 11.66 22 2 13 LTXX 9.96 23 MTSN 2.80 9 NVLS 25.33 39 3 19 PHTN 23.86 50 7 PLAB 10.97 35 11 SMTL 6.68 10 3 TER 13.76 30 1 18 UTEK 13.61 23 2 2 VECO 13.17 20 4 6 WFR 3.00 7 1 TOTAL 343.78 691 33 157

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