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Technology Stocks : Semi Equipment Analysis
SOXX 302.84+2.0%Dec 2 4:00 PM EST

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To: Return to Sender who wrote (1123)9/7/2001 5:46:49 PM
From: Donald Wennerstrom  Read Replies (1) of 95515
 
Well, a lot of damage to the semi-equips was done in just 4
days this week. The group is down 11 percent while the SOX
and NASDAQ are down 9 and 7 percent respectively. Even with
all the loss, "Next Years" PE is still 63, and the 9.30 earn
number for the group will deteriorate further next week.

8/31/01 9/7/01 FST CALL NEXT FST CALL
CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM
SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G
TGAL 1.81 1.89 4
UTEK 17.20 17.04 -1 0.58 29 25 1.18
SFAM 2.00 1.98 -1 18
EGLS 16.47 15.99 -3 -0.79 22
SMTL 14.29 13.75 -4 0.35 39 21 1.89
PLAB 23.86 22.83 -4 0.67 34 23 1.48
CYMI 25.16 24.00 -5 0.55 44 28 1.59
AMAT 43.09 40.28 -7 0.81 50 25 1.99
HELX 23.00 21.50 -7 0.43 50 25 2.00
DPMI 35.00 31.90 -9 1.67 19 21 0.91
KLIC 14.41 13.13 -9 -0.08 20
VECO 29.24 26.50 -9 1.70 16 25 0.62
KLAC 49.14 44.32 -10 1.78 25 25 1.00
TER 32.78 29.52 -10 0.10 295 23 12.83
ATMI 24.04 21.50 -11 0.37 58 20 2.86
CMOS 16.88 15.05 -11 -0.95 21
LTXX 17.91 15.95 -11 0.17 94 20 4.69
BRKS 43.35 38.40 -11 0.42 91 25 3.66
NVLS 44.31 38.41 -13 1.19 32 25 1.29
ASYT 12.66 10.95 -14 0.17 64 25 2.58
COHU 19.89 17.02 -14 0.34 50 18 2.78
PRIA 18.02 15.29 -15 -0.24 28
LRCX 28.31 23.80 -16 0.81 29 21 1.43
PHTN 35.96 30.10 -16 0.39 77 30 2.57
ASML 18.18 15.18 -17 0.25 61 25 2.46
FSII 15.76 12.90 -18 0.22 59 23 2.61
NANO 28.26 22.80 -19 0.75 30 25 1.22
WFR 2.80 1.88 -33 -1.60 20
MTSN 9.96 5.95 -40 -0.76 25
TOTALS 663.74 589.81 -11 9.30 63
SOX-X 562.72 513.91 -9
COMPQX1805.43 1687.70 -7
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