Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 348.51

+5.3%

Feb 6 4:00 PM EST

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To: James Calladine who wrote (112)	11/8/2000 6:35:24 PM
From: Donald Wennerstrom	Read Replies (1) of 95891

The semi-equips were taken out again today and shot. The SOX-X was taken out and shot twice (to make sure that it is dead?). Last week the group of 33 was up 8 percent. The first 3 days of this week, the group is down 8 percent. AMAT is down 12 percent, NVLS down 11 percent and KLAC is down 13 percent. These stocks are selling at 11/12 times next year's earnings with PE/G's of 0.48, 0.38 and 0.42 respectively. 11/3/00 11/8/00 FST CALL NEXT ZACKS CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G ATMI 19.50 19.81 2 1.80 11 24 0.45 FSII 9.25 9.38 1 23 MTSN 12.38 12.19 -2 1.55 8 25 0.31 LTXX 13.75 13.50 -2 2.06 7 32 0.20 WFR 9.56 9.38 -2 0.51 18 20 0.92 SMTL 12.50 12.25 -2 1.43 9 20 0.43 NANO 24.38 23.88 -2 1.64 15 25 0.58 HELX 28.31 27.69 -2 2.85 10 25 0.39 EGLS 14.69 14.25 -3 1.74 8 18 0.45 PLAB 22.19 21.13 -5 1.50 14 22 0.66 SVGI 34.50 32.81 -5 2.44 13 19 0.73 CYMI 24.50 23.25 -5 2.99 8 28 0.28 IMSC 16.88 16.00 -5 1.27 13 20 0.63 CFMT 6.63 6.25 -6 KLIC 11.75 10.88 -7 2.34 5 18 0.25 CMOS 18.94 17.50 -8 3.82 5 24 0.19 COHU 16.81 15.50 -8 1.70 9 20 0.46 BRKS 25.00 22.94 -8 2.62 9 24 0.36 UTEK 23.06 21.13 -8 1.10 19 25 0.77 TER 32.13 29.44 -8 2.95 10 25 0.39 DPMI 56.38 51.00 -10 4.54 11 23 0.50 LRCX 19.25 17.38 -10 2.39 7 22 0.33 TGAL 2.94 2.63 -11 0.57 5 20 0.23 ASML 29.00 25.88 -11 1.23 21 26 0.82 PRIA 22.88 20.38 -11 1.33 15 28 0.55 GSNX 19.13 17.00 -11 1.78 10 VECO 67.13 59.50 -11 2.41 25 25 1.00 NVLS 37.75 33.44 -11 3.16 11 28 0.38 SFAM 10.06 8.88 -12 0.66 13 24 0.56 AMAT 49.44 43.44 -12 3.54 12 25 0.48 ASYT 15.00 13.13 -12 2.44 5 26 0.21 KLAC 32.19 28.00 -13 2.66 11 25 0.42 PHTN 43.06 35.75 -17 30 TOTALS 780.92 715.57 -8 63.02 11 SOX-X 740.61 664.80 -10 COMPQX3451.58 3231.70 -6

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