-     12/26/03 01/02/04	       FST CALL NEXT  FST CALL
-	CLOSE	CLOSE  PERCENT NXT YR	YEAR  LNG TRM
SYMBOL	PRICE	PRICE  CHANGE	EARN	 PE   GROWTH	PEG
ATMI	21.70	23.40	  8	0.44	 53	19	2.75
SMTL	10.47	10.98	  5	0.68	 16	15	1.08
BRKS	23.25	24.25	  4	1.13	 21	16	1.38
ASYT	16.57	17.25	  4	0.57	 30	19	1.60
DPMI	23.63	24.38	  3	0.49	 50	25	1.99
ASML	19.95	20.53	  3	0.45	 46	14	3.26
PLAB	19.40	19.93	  3	1.08	 18	17	1.10
NVLS*	40.71	41.82	  3	0.81	 52	20	2.63
COHU	19.15	19.60	  2	0.58	 34
HELX	20.09	20.54	  2	0.47	 44	15	2.91
UTEK	29.18	29.68	  2	0.75	 40	27	1.48
CMOS	13.02	13.24	  2	0.80	 17	17	0.99
TER*	24.85	25.15	  1	0.52	 48	17	2.93
EGLS	 3.51	3.55	  1    -1.00		22
PHTN	39.47	39.85	  1	1.27	 31	22	1.43
VECO	28.12	28.35	  1	0.66	 43	17	2.58
LTXX	14.91	14.99	  1	0.71	 21	18	1.17
LRCX	31.62	31.71	  0	1.10	 29	20	1.44
CYMI	45.23	45.27	  0	0.94	 48	27	1.82
KLAC*	56.58	56.44	  0	1.84	 31	20	1.52
AMAT*	22.17	22.10	  0	0.95	 23	19	1.26
KLIC	14.16	14.05	 -1	1.23	 11	18	0.65
FSII	 7.34	 7.27	 -1	0.41	 18	22	0.82
MTSN	12.18	12.02	 -1	0.36	 33
WFR	 9.70	 9.57	 -1	0.61	 16	11	1.47
TOTALS 566.96  575.92	  2    17.85
SOX-X  498.69  504.85	  1
COMPQX1973.14 2006.68	  2
* STOCKS INCLUDED IN SOX INDEX