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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: Gottfried who wrote (5559)9/22/2002 6:57:40 PM
From: Donald Wennerstrom  Read Replies (3) of 95471
 
Gottfried,

ZH has a good point so I went back and got the data. The
table below shows the results. I put in another column to
show the ratio of book to tangible book. Obviously, 1.00 is
the best number and the "goodness" of the book value lessens
as the number goes toward zero. For the Group as a whole,
the sum at the bottom of the columns tell the story.


Price Book
9/20/02 Price Price to to
CLOSE to to Tangible Tan Book
SYMBOL PRICE Sales Book Book Ratio
AMAT 11.94 4.09 2.50 2.50 1.00
ASML 6.71 1.94 2.30 2.34 0.98
ASYT 7.85 1.54 1.66 2.78 0.60
ATMI 14.28 2.27 1.55 1.59 0.97
BRKS 12.65 1.04 0.46 1.16 0.40
CMOS 8.68 3.32 0.84 0.84 1.00
COHU 13.01 2.19 1.41 1.48 0.95
CYMI 19.58 2.62 1.69 1.78 0.95
DPMI 22.27 1.19 0.86 0.86 1.00
EGLS 1.80 0.69 0.26 0.26 1.00
FSII 3.45 0.57 0.53 0.56 0.95
HELX 9.16 2.48 1.64 1.64 1.00
KLAC 28.02 3.36 2.62 2.62 1.00
KLIC 3.39 0.36 0.63 7.88 0.08
LRCX 9.28 1.26 1.76 1.76 1.00
LTXX 5.75 2.31 0.90 0.90 1.00
MTSN 2.04 0.44 0.63 0.84 0.75
NANO 3.50 1.19 0.32 0.32 1.00
NVLS 22.15 3.67 1.66 1.66 1.00
PHTN 19.21 4.10 1.32 1.47 0.90
PLAB 10.48 0.84 0.94 1.44 0.65
SFAM 3.94 1.01 8.70 8.70 1.00
SMTL 5.23 1.15 1.20 1.25 0.96
TER 10.06 1.76 1.10 1.31 0.84
TGAL 0.40 0.31 0.29 0.29 1.00
UTEK 9.05 2.35 1.07 1.07 1.00
VECO 11.76 0.90 0.81 1.15 0.70
WFR 3.58 0.67
TOTALS 279.22 49.62 39.65 50.45 0.79
SOX-X 248.87
COMPQX1221.09
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