Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 337.22

+1.6%

Jan 15 4:00 PM EST

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To: Donald Wennerstrom who wrote (508)	4/28/2001 7:51:59 PM
From: Donald Wennerstrom	Read Replies (2) of 95730

Mike/Gottfried, Here is a "first cut" table for review. Might not be quite what you expected. I chose the beginning of the year to Friday's close as the first period of examination. This can be changed as desired once, and if, we are satisfied with the columnar information. Note particulary the group earnings estimate went down 42 percent while the group price went up 32 percent. No correlation there!!<gg> 12/29/00 4/27/01 FST CALL CLOSE CLOSE PERCENT NXT YR EARN EST PERCENT SYMBOL PRICE PRICE CHANGE 1/4/01 4/26/01 CHANGE AMAT 38.19 53.89 41 3.17 1.73 -45 ASML 22.56 26.41 17 1.15 1.00 -13 ASYT 13.44 17.70 32 2.26 0.46 -80 ATMI 19.50 25.51 31 1.39 1.67 20 BRKS 28.06 61.55 119 2.46 1.34 -46 CMOS 23.00 22.91 0 2.75 0.97 -65 COHU 13.94 18.45 32 1.89 1.20 -37 CYMI 25.72 32.74 27 2.85 1.71 -40 DPMI 52.84 57.09 8 4.54 2.70 -41 EGLS 15.31 16.42 7 1.61 0.41 -75 FSII 8.38 9.69 16 0.45 HELX 23.66 30.05 27 2.76 1.69 -39 IMSC 7.94 12.70 60 1.28 1.12 -12 KLAC 33.69 52.64 56 2.22 1.04 -53 KLIC 11.25 15.82 41 0.41 0.58 41 LRCX 14.50 29.03 100 1.88 0.48 -74 LTXX 12.94 27.25 111 2.07 0.79 -62 MTSN 10.31 17.35 68 1.55 0.91 -41 NANO 13.81 28.09 103 1.39 0.60 -57 NVLS 35.94 52.88 47 2.49 1.95 -22 PHTN 22.50 28.99 29 0.51 PLAB 23.44 28.03 20 1.95 1.84 -6 PRIA 18.75 18.03 -4 2.23 0.61 -73 SFAM 6.06 6.15 1 -0.86 -1.44 SMTL 9.69 10.40 7 1.65 1.09 -34 SVGI 28.75 31.00 8 0.25 TER 37.25 37.54 1 2.81 1.83 -35 TGAL 1.63 2.90 78 0.23 -0.24 UTEK 25.88 29.13 13 1.12 1.50 34 VECO 40.13 49.90 24 2.39 3.11 30 WFR 9.69 7.89 -19 0.56 -1.50 TOTALS 648.75 858.13 32 52.20 30.36 -42 SOX-X 576.61 642.60 11 COMPQX2470.52 2075.68 -16

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