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Technology Stocks : Semi Equipment Analysis

SOXX 283.58

+0.3%

Nov 25 4:00 PM EST

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To: Return to Sender who wrote (5546)	9/22/2002 12:59:12 PM
From: Donald Wennerstrom	Read Replies (3) of 95472

Back in October 1998, just prior to the low set on Thursday, 8 October, I computed "price to book" and "price to sales" for the Group. I thought it would be of interest to look at those numbers compared to today's numbers. First, "price to book". At the bottom line, the numbers are very similar. Note the SOX is higher now than it was then, but the NASDAQ is much lower. The Group total of 279.22 is not much higher than the 233.67 of October 98. 9/20/02 10/2/98 9/20/02 Price Price 10/2/02 Close to to Close SYMBOL Price Book Book Price SFAM 3.94 8.70 0.70 12.50 KLAC 28.02 2.62 1.65 11.31 AMAT 11.94 2.50 2.70 5.99 ASML 6.71 2.30 4.53 5.20 LRCX 9.28 1.76 0.71 3.32 CYMI 19.58 1.69 2.04 9.00 ASYT 7.85 1.66 0.63 3.44 NVLS 22.15 1.66 2.27 7.62 HELX 9.16 1.64 2.68 9.00 ATMI 14.28 1.55 2.02 12.88 COHU 13.01 1.41 1.17 8.40 PHTN 19.21 1.32 1.19 2.94 SMTL 5.23 1.20 0.93 2.94 TER 10.06 1.10 1.43 8.75 UTEK 9.05 1.07 1.23 14.63 PLAB 10.48 0.94 1.55 12.75 LTXX 5.75 0.90 0.52 1.91 DPMI 22.27 0.86 1.27 21.00 CMOS 8.68 0.84 1.55 6.44 VECO 11.76 0.81 4.17 28.13 KLIC 3.39 0.63 0.99 6.47 MTSN 2.04 0.63 0.76 3.38 FSII 3.45 0.53 0.55 5.28 BRKS 12.65 0.46 0.75 9.63 NANO 3.50 0.32 1.91 6.75 TGAL 0.40 0.29 0.51 2.00 EGLS 1.80 0.26 0.83 8.13 WFR 3.58 0.32 3.88 TOTALS 279.22 39.65 41.56 233.67 SOX-X 248.87 203.66 COMPQX1221.09 1614.98

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