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Technology Stocks : Semi Equipment Analysis

SOXX 302.84

+2.0%

4:00 PM EST

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To: Donald Wennerstrom who wrote (1126)	9/9/2001 7:06:31 PM
From: Donald Wennerstrom	Read Replies (1) of 95503

The following is a snapshot between "then" and "now". At the last time of despair in Oct 98, the semi-equips had a group PE of 30. At last Friday's close the group PE is 63. The individual stocks that make up those numbers are shown in the table below. 10/9/98 9/7/01 CLOSE EARN PE CLOSE EARN PE SYMBOL PRICE NEXT YR NEXT YR PRICE NEXT YR NEXT YR AMAT 11.82 0.33 36 40.28 0.81 50 ASML 4.54 0.34 13 15.18 0.25 61 ASYT 3.10 -0.01 10.95 0.17 64 ATMI 11.38 0.76 15 21.50 0.37 58 BRKS 8.63 0.01 863 38.40 0.42 91 CMOS 5.03 0.28 18 15.05 -0.95 COHU 7.69 0.74 10 17.02 0.34 50 CYMI 8.00 0.40 20 24.00 0.55 44 DPMI 19.31 1.85 10 31.90 1.67 19 EGLS 9.25 -0.27 15.99 -0.79 FSII 4.63 -0.35 12.90 0.22 59 HELX 8.63 0.30 29 21.50 0.43 50 KLAC 12.50 0.76 16 44.32 1.78 25 KLIC 5.78 -0.06 13.13 -0.08 LRCX 3.30 0.42 8 23.80 0.81 29 LTXX 1.28 0.12 11 15.95 0.17 94 MTSN 2.75 0.29 9 5.95 -0.76 NANO 4.81 0.55 9 22.80 0.75 30 NVLS 7.69 0.50 15 38.41 1.19 32 PHTN 2.38 0.15 16 30.10 0.39 77 PLAB 11.00 1.14 10 22.83 0.67 34 PRIA 10.63 0.04 266 15.29 -0.24 SFAM 10.13 0.99 10 1.98 SMTL 2.50 0.17 15 13.75 0.35 39 TER 9.00 0.80 11 29.52 0.10 295 TGAL 1.50 1.89 UTEK 15.38 0.35 44 17.04 0.58 29 VECO 24.75 1.81 14 26.50 1.70 16 WFR 3.50 -4.74 1.88 -1.60 TOTAL 230.88 7.66 30 589.81 9.30 63 SOX-X 200.80 513.91 COMPQX1492.49 1687.70

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