-     12/12/03 12/19/03	       FST CALL NEXT  FST CALL
-	CLOSE	CLOSE  PERCENT NXT YR	YEAR  LNG TRM
SYMBOL	PRICE	PRICE  CHANGE	EARN	 PE   GROWTH	PEG
TSM	10.10	 9.90	 -2	0.52	 19	26	0.74
MU	12.14	12.33	  2	0.68	 18	17	1.07
AMAT*	22.42	21.86	 -2	0.92	 24	19	1.28
MXIM	50.17	48.49	 -3	1.43	 34	24	1.42
NSM	39.57	38.76	 -2	1.53	 25	17	1.47
KLAC*	56.85	55.55	 -2	1.76	 32	21	1.54
LLTC	41.21	40.63	 -1	1.14	 36	22	1.66
ALTR	22.51	22.41	  0	0.53	 42	25	1.71
TXN	28.72	28.34	 -1	0.84	 34	20	1.73
XLNX	37.00	37.59	  2	0.94	 40	23	1.74
INTC	30.86	30.57	 -1	1.18	 26	14	1.79
STM	27.33	26.56	 -3	0.86	 31	17	1.82
BRCM	33.59	33.38	 -1	0.72	 46	25	1.84
LSI	 8.69	 8.64	 -1	0.24	 36	16	2.31
NVLS*	40.30	40.32	  0	0.79	 51	20	2.56
TER*	23.54	23.57	  0	0.50	 47	17	2.86
MOT	13.08	13.22	  1	0.43	 31	11	2.90
AMD	15.27	14.26	 -7	0.26	 55	14	3.90
TOTALS 513.35  506.38	 -1    15.27
SOX-X  496.15  489.84	 -1
COMPQX1949.00 1951.02	  0