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Technology Stocks : Semi Equipment Analysis

SOXX 345.64

-2.0%

Feb 3 4:00 PM EST

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To: Return to Sender who wrote (685)	6/12/2001 7:26:17 PM
From: Donald Wennerstrom	Read Replies (2) of 95850

RtS, Your following statement about making long term gain in the group prompted me to post some relatively long term data about the semi-equip prices. <I want to make money exclusively on the long side of this group because there are very few groups of stocks that have been able to generate profits as well as this industry. Short term stock prices may be at risk but longer term they will be higher for almost every stock in the industry. That's just my opinion and hopefully time will prove me right.> I started maintaining a weekly list of prices on semi-equip stocks at the week ending 6 June in 1997. Last Friday's close on 6/8 marked a 4 year period of price history. Comparing prices between the 2 dates might be of interest. When I started the list there were 40 stocks in the group. In the interim, due mostly, if not all, to mergers, the group has shrunk to 30 stocks. The first list will be given in alphabetical order, the next post will sort by percent change. Note that the group as a whole has not done as well as the SOX-X or the NASDAQ composite. Actually, the group gain of 50 percent over the 4 years is nothing to shout about.<gg> 6/6/97 6/8/01 CLOSE CLOSE PERCENT SYMBOL PRICE PRICE CHANGE AMAT 15.63 55.27 254 ASML 8.46 25.40 200 ASYT 9.81 19.50 99 ATMI 25.25 28.66 14 BRKS 17.50 56.00 220 CMOS 13.75 24.31 77 COHU 17.38 21.69 25 CYMI 26.69 31.24 17 DPMI 50.63 52.00 3 EGLS 25.56 17.09 -33 FSII 14.38 11.76 -18 HELX 19.75 33.30 69 IMSC 17.63 21.39 21 KLAC 23.19 58.75 153 KLIC 15.57 17.42 12 LRCX 11.75 32.07 173 LTXX 6.13 31.30 411 MTSN 10.38 18.51 78 NANO 6.88 30.03 336 NVLS 12.50 55.03 340 PHTN 7.75 31.05 301 PLAB 21.88 25.19 15 PRIA 37.25 18.95 -49 SFAM 34.00 4.36 -87 SMTL 6.44 12.40 93 TER 20.25 45.09 123 TGAL 7.13 3.20 -55 UTEK 20.50 21.82 6 VECO 33.44 49.29 47 WFR 37.00 6.95 -81 TOTALS 574.44 859.02 50 SOX-X 297.27 675.70 127 COMPQX1390.05 2215.10 59

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