<Don, so, when are you going to post some happy data for
us?>
Gottfried, here's the data, but an interesting bit of
information from the tabular data. While the semi-equips
were up 6 percent, and the SOX was up 6 percent, 2 of the
stocks that are included in both groups, AMAT and KLAC,
performed extremely poorly. AMAT was not up at all and
KLAC was up a measly 1 percent. This is not what you would
expect from the 2 "power-houses" of the group. If you, or
anyone else has an explanation, please respond.
Also, in the 16 stock SOX index that was up 6 percent, AMAT
and KLAC were the last 2 stocks in the list today. As a
matter of fact, it wasn't even close, MOT was 14th in the
list with a 3 percent gain. INTC was in 1st place with a
10 percent gain - why not AMAT as well? After all, in the
prior 5 days, AMAT went from 40.03 to 29.24, a loss of 27
percent! Today, it couldn't even gain 1 percent. KLAC
went from 44.20 to 33.91 in the previous 5 days, a loss of
23 percent and today managed to squeek out a 1 percent gain.
Pathetic action today - maybe tomorrow will be better?<gg>
9/21/01 9/24/01 FST CALL NEXT FST CALL
CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM
SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G
LTXX 10.85 12.70 17 0.63 20 23 0.90
MTSN 4.06 4.74 17 -1.17 25
NANO 16.20 18.70 15 0.75 25 25 1.00
WFR 1.74 1.99 14 -1.60 20
FSII 8.00 9.05 13 -0.06 23
PRIA 10.11 11.38 13 -0.37 28
ASML 10.09 11.27 12 0.10 113 25 4.57
BRKS 28.05 31.24 11 0.39 80 25 3.20
VECO 21.81 23.97 10 1.67 14 25 0.57
TER* 20.10 21.90 9 -0.03 23
HELX 15.31 16.60 8 0.35 47 25 1.90
LRCX 16.64 17.95 8 0.81 22 23 0.98
SFAM 1.16 1.23 6 18
COHU 13.40 14.14 6 0.34 42 18 2.31
CMOS 11.48 12.10 5 -0.95 21
PHTN 24.04 25.30 5 0.39 65 30 2.16
NVLS* 28.55 29.96 5 0.99 30 25 1.21
KLIC 10.15 10.58 4 -0.19 20
PLAB 19.05 19.80 4 0.72 28 23 1.20
DPMI 26.44 27.39 4 1.67 16 21 0.78
ATMI 17.29 17.90 4 0.28 64 20 3.15
UTEK 13.01 13.40 3 0.58 23 25 0.92
CYMI 17.20 17.55 2 0.55 32 28 1.16
KLAC* 33.91 34.39 1 1.78 19 25 0.77
SMTL 8.15 8.25 1 0.35 24 21 1.13
EGLS 12.76 12.90 1 -0.79 22
AMAT* 29.24 29.34 0 0.76 39 25 1.54
ASYT 9.58 9.50 -1 0.17 56 25 2.24
TGAL 1.35 1.27 -6
TOTALS 439.72 466.49 6 8.12 57
SOX-X 381.01 401.98 6
COMPQX1423.19 1499.40 5
* STOCKS INCLUDED IN SOX INDEX |
