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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

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4:00 PM EST

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To: Donald Wennerstrom who wrote (7057)	11/23/2002 4:19:19 PM
From: Donald Wennerstrom	Read Replies (1) of 95526

I don't usually call attention when First Call "rolls over" a stock's earnings from "next year" to "this year" and brings in a new "next years" estimate, but this week, I thought it to be relatively important. The 2 stocks in this category this week are AMAT and KLIC. Both were changes that moved the stocks significantly in PEG ratings. KLIC moved to a 0.06 positive earnings number for FY 2004 vs a -1.05 number for FY 2003. AMAT went to the top spot in the table sorted by PEG. 11/15/02 11/22/02 FST CALL NEXT FST CALL CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG AMAT* 15.83 16.85 6 0.76 22 20 1.09 SFAM 6.00 6.18 3 0.22 28 18 1.61 WFR 7.60 8.55 13 0.38 23 14 1.61 LRCX 13.12 15.29 17 0.41 37 20 1.86 KLAC* 38.02 42.85 13 1.09 39 20 1.97 ASYT 5.95 8.09 36 0.15 54 23 2.40 VECO 10.26 13.10 28 0.26 50 20 2.52 NVLS* 32.96 34.40 4 0.46 75 23 3.32 CYMI 33.43 37.40 12 0.42 89 25 3.56 DPMI 23.30 28.16 21 0.28 101 21 4.79 KLIC 4.01 6.17 54 0.06 103 20 5.14 ASML 9.04 11.15 23 0.10 112 15 7.43 PHTN 28.50 31.26 10 0.12 261 25 10.42 PLAB 13.36 16.85 26 0.04 421 22 19.59 ATMI 20.32 23.50 16 0.03 783 21 38.21 CMOS 8.49 11.11 31 -0.69 20 TER* 12.55 15.98 27 -0.30 20 HELX 9.95 11.81 19 -0.09 15 FSII 3.51 4.14 18 20 UTEK 9.38 10.60 13 -0.23 23 COHU 14.62 16.26 11 -0.19 13 NANO 4.50 4.97 10 -0.36 MTSN 3.05 3.36 10 -1.10 20 LTXX 7.56 8.29 10 -0.22 18 SMTL 7.29 7.07 -3 18 BRKS 13.46 13.02 -3 -0.27 20 EGLS 2.22 2.10 -5 -2.24 22 TGAL 0.60 0.55 -8 TOTALS 358.88 409.06 14 -0.91 SOX-X 319.68 362.64 13 COMPQX1411.14 1468.74 4 * STOCKS INCLUDED IN SOX INDEX

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