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Technology Stocks : Semi Equipment Analysis

SOXX 296.92

+0.1%

4:00 PM EST

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To: Return to Sender who wrote (10524)	7/9/2003 7:21:01 PM
From: Donald Wennerstrom	Read Replies (1) of 95499

Another strong day today for the techs. The following is a table showing how far the Group has come from mid March. I chose the start date of 3/11 since that was the low closing point for the NASDAQ. It has been quite a run since then. I hope many of you have been in the market with both feet since that time. The gains have been great. They will be harder to come by from now on. Leading the pack is LTXX. In a recovery, this stock is never far from the top. Never mind that "next years" earnings estimate is -0.46. That has no bearing on anything. At the bottom line, the Group is up 58 percent, the SOX up 44 percent and the NASDAQ is up 18 percent. Ever since I have been posting these tables - nigh on to 7 years now - it is always the same. The Group has a higher Beta than the SOX, and the SOX has a higher Beta than the NASDAQ. - 3/11/03 7/9/03 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG LTXX 4.52 10.37 129 -0.42 18 UTEK 11.03 22.23 102 0.47 47 18 2.70 PHTN 16.17 30.90 91 0.59 52 25 2.09 MTSN 2.03 3.79 87 -0.01 20 LRCX 11.73 21.34 82 0.34 63 20 3.14 FSII 2.56 4.62 80 -0.10 23 TER* 10.74 19.33 80 0.49 39 20 1.97 ASML 6.27 11.27 80 0.40 28 14 2.09 PLAB 10.47 18.75 79 0.65 29 20 1.44 HELX 8.50 14.78 74 0.44 34 15 2.24 BRKS 8.96 15.49 73 0.23 67 18 3.85 KLIC 4.53 7.73 71 0.06 129 20 6.44 EGLS 1.09 1.85 70 -1.26 22 ASYT 5.62 9.37 67 0.52 18 20 0.90 ATMI 17.02 27.50 62 0.61 45 20 2.25 KLAC* 32.35 49.24 52 1.05 47 22 2.18 AMAT* 11.62 17.65 52 0.46 38 20 1.89 NVLS* 25.27 38.15 51 0.81 47 25 1.88 CMOS 6.44 9.52 48 -0.43 20 CYMI 25.49 36.85 45 0.99 37 30 1.24 COHU 13.50 17.89 33 0.52 34 7 4.91 SMTL 4.52 5.98 32 0.20 30 17 1.81 VECO 14.64 18.99 30 0.72 26 20 1.32 WFR 9.09 11.29 24 0.65 17 14 1.24 DPMI 18.53 22.71 23 -0.66 15 TOTALS 282.69 447.59 58 7.32 SOX-X 279.05 401.87 44 COMPQX1478.78 1747.46 18 * STOCKS INCLUDED IN SOX INDEX

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