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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: Donald Wennerstrom who wrote (688)	6/12/2001 7:35:12 PM
From: Donald Wennerstrom	Read Replies (1) of 95850

Sorting the list by percentage gain over a 4 year period shows how important it is to be a good "stock picker". If you want to "pick" them and then "forget" them, you better pick the "right" stocks. 6/6/97 6/8/01 CLOSE CLOSE PERCENT SYMBOL PRICE PRICE CHANGE LTXX 6.13 31.30 411 NVLS 12.50 55.03 340 NANO 6.88 30.03 336 PHTN 7.75 31.05 301 AMAT 15.63 55.27 254 BRKS 17.50 56.00 220 ASML 8.46 25.40 200 LRCX 11.75 32.07 173 KLAC 23.19 58.75 153 TER 20.25 45.09 123 ASYT 9.81 19.50 99 SMTL 6.44 12.40 93 MTSN 10.38 18.51 78 CMOS 13.75 24.31 77 HELX 19.75 33.30 69 VECO 33.44 49.29 47 COHU 17.38 21.69 25 IMSC 17.63 21.39 21 CYMI 26.69 31.24 17 PLAB 21.88 25.19 15 ATMI 25.25 28.66 14 KLIC 15.57 17.42 12 UTEK 20.50 21.82 6 DPMI 50.63 52.00 3 FSII 14.38 11.76 -18 EGLS 25.56 17.09 -33 PRIA 37.25 18.95 -49 TGAL 7.13 3.20 -55 WFR 37.00 6.95 -81 SFAM 34.00 4.36 -87 TOTALS 574.44 859.02 50 SOX-X 297.27 675.70 127 COMPQX1390.05 2215.10 59

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