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Technology Stocks : Semi Equipment Analysis
SOXX 299.81+2.7%Dec 19 4:00 PM EST
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To: Thomas DeGagne who wrote (317)2/10/2001 9:07:09 AM
From: scott_jiminez  Read Replies (2) of 95617
 
Thomas - perhaps one approach to evaluating the 'best and the safest investments in Equip at current prices' is to view performance during the recent 8 week rally. A logical assertion can be made that those stocks that do well during this nascent move will also outperform the group when the rally resumes.

The table below shows the performance (through 2/09/01) of some equipment stocks since 12/01/00 (ranking from last week shown at far right). I see no correlation between market cap and performance and I've not observed such a relationship for ~6 months. You may want to examine the top 10-15 stocks in this list. While there has been some shifting in positions, all of the top 10 stocks remained in this quartile during the past week. This pattern, the outperformers continuing to outperform, has also held for an extended period.

No guarantees. Just some facts to work with.

1. ibis....88.43%....(2)
2. plab....83.21....(1)
3. utek....80.38....(10)
4. dpmi....72.96....(8)
5. tgal....51.03....(4)
6. asmi....49.82....(9)
7. klic....48.22....(5)
8. lrcx....48.08....(6)
9. sfam....46.86....(7)
10. nvls....40.49....(3)
11. mtsn....35.40....(17)
12. wfr....34.27....(15)
13. asyt....33.06....(13)
14. klac....29.26....(11)
15. ltxx....26.26....(18)
16. brks....24.54....(19)
17. cohu....24.47....(26)
18. egls....21.70....(23)
19. veco....21.57....(21)
20. pria....21.43....(16)
21. cymi....19.39....(12)
22. nano....18.15....(14)
23. atmi....18.07....(20)
24. ggns....11.94....(29)
25. svgi....11.69....(25)
26. ter....11.43....(22)
27. asml....11.29....(24)
28. amat....10.53....(28)
29. fsii....6.19....(31)
30. smtl....6.05....(27)
31. emkr....1.25....(33)
32. cmos....0.57....(32)
33. cree....-2.74....(34)
34. helx....-2.94....(30)
35. imsc....-4.85....(36)
36. phtn....-11.44....(35)
37. adex....-18.31....(37)
38. atrm....-20.18....(38)

Mean = +24.93%.
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