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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: Donald Wennerstrom who wrote (5046)	8/24/2002 1:30:39 AM
From: Donald Wennerstrom	Read Replies (3) of 95572

This is a new table put together on revenue for the past 5 quarters for the Group. This allows summing columns to see how the Group is doing as a whole, while looking at the individual companies as well. The data is compiled by Marker Guide. The table is sorted by year over year percent change(1st column divided by the 5th column in percent). REVENUE BY QUARTER IN MILLIONS LATEST/ LATEST 2ND QTR 3RD QTR 4TH QTR 5TH QTR 5TH QTR SYMBOL QTR BACK BACK BACK BACK PERCENT PHTN 19 17 14 12 13 46 COHU 38 32 28 25 29 31 WFR 174 137 120 121 157 11 HELX 29 20 17 20 27 7 CYMI 74 62 55 53 70 6 ATMI 58 48 41 40 55 5 PLAB 103 96 94 85 101 2 KLIC 132 107 103 118 134 -1 AMAT* 1460 1157 1001 1265 1576 -7 BRKS 86 54 62 62 97 -11 TER* 310 248 220 249 366 -15 ASYT 56 38 37 51 67 -16 ASML 406 407 409 409 501 -19 DPMI 83 87 78 93 108 -23 VECO 80 95 116 114 125 -36 MTSN 46 49 37 71 74 -38 KLAC* 373 357 404 503 603 -38 FSII 29 42 43 48 49 -41 NVLS* 222 170 200 304 377 -41 NANO 8 8 8 10 15 -47 SFAM 27 25 26 41 51 -47 CMOS 39 35 71 19 76 -49 UTEK 21 20 22 24 41 -49 TGAL 4 7 2 4 8 -50 LRCX 180 164 259 340 366 -51 SMTL 28 31 27 43 61 -54 LTXX 28 28 33 66 67 -58 EGLS 12 13 10 22 40 -70 TOTALS 3782 3397 4085 4344 5904 -36 * Component of 17 stock SOX-X Index

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