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Technology Stocks : Semi Equipment Analysis
SOXX 299.81+2.7%Dec 19 4:00 PM EST

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To: Cary Salsberg who wrote (11418)9/4/2003 1:50:49 PM
From: Donald Wennerstrom   of 95616
 
Cary, Thanks for picking up the error(s) in my last table. Every number in the one column you noted was wrong - some numbers more wrong than others. I apologize to you and the rest of the thread for this error. My personal "quality control" was missing in this post. I have gone back and checked "all" the numbers - this time I believe they are all correct.

In re-posting this time, I have corrected the 10/9/02 column, which obviously gives different sort results when sorting by the "percent change" column. KLIC is at the top of the list followed by LTXX with gains of 502 and 348 percent respectively. In the "middle" of the Group are TER, KLAC, AMAT and NVLS with gains of 147, 127, 108 and 98 percent respectively. DPMI is in bottom place with a gain of 59 percent. Total gain for the Group at the bottom line is 148 percent. The SOX is up 113 percent while the NASDAQ is up 63 percent.

In this table, I have added one more column as well. This last column shows the percent change for each stock in the Group from 10/8/98 to last Friday's close. The table is sorted by this column as well and shown below. Here we are back to having PHTN and LTXX in 1st and 2nd place with gains of 1348 and 1038 percent respectively. NVLS, KLAC, AMAT and TER have gains of 447, 443, 287 and 128 percent respectively. At the bottom line, the Group, SOX and NASDAQ are up 198, 140 and 28 percent respectively.


-----------------2000------------------------------------98to03
-------10/08/98-HIGHEST--------10/9/02-08/29/03----------TOTAL
--------CLOSE---CLOSE---PERCENT-CLOSE---CLOSE---PERCENT-PERCENT
SYMBOL--PRICE---PRICE---CHANGE--PRICE---PRICE---CHANGE--CHANGE
PHTN 2.25 90.38 3917 16.15 32.57 102 1348
LTXX 1.31 50.25 3736 3.33 14.91 348 1038
ASYT 3.13 63.88 1941 3.95 14.00 254 347
LRCX 2.93 55.56 1796 6.72 25.61 281 774
MTSN 2.75 49.13 1687 1.65 6.00 264 118
CMOS 5.00 74.59 1392 6.30 11.49 82 130
TER* 7.82 110.00 1307 7.22 17.83 147 128
ASML 4.38 50.05 1043 5.28 15.77 199 260
BRKS 8.38 89.69 970 8.95 24.45 173 192
AMAT* 5.59 57.44 928 10.41 21.63 108 287
CYMI 6.50 65.25 904 16.74 45.77 173 604
NVLS* 7.30 69.94 858 20.17 39.96 98 447
HELX 7.88 75.38 857 7.48 18.36 145 133
SMTL 2.57 23.69 822 4.29 8.91 108 247
KLAC* 10.94 97.44 791 26.15 59.45 127 443
COHU 6.75 59.50 781 9.99 22.10 121 227
KLIC 5.19 43.00 729 1.95 11.74 502 126
WFR 3.63 23.75 554 4.70 12.98 176 258
EGLS 7.94 43.44 447 1.21 2.44 102 -69
FSII 4.25 23.13 444 2.36 4.40 86 4
VECO 21.63 115.50 434 9.40 21.35 127 -1
ATMI 11.50 60.00 422 12.44 27.95 125 143
PLAB 9.50 45.13 375 7.90 24.28 207 156
DPMI 17.88 78.81 341 16.07 25.61 59 43
UTEK 13.56 23.50 73 6.77 29.32 333 116
TOTALS 180.56 1538.43 752 217.58 538.88 148 198
SOX-X 189.90 1332.73 602 214.06 456.06 113 140
COMPQX1419.12 5048.85 256 1114.11 1810.45 63 28
* STOCKS INCLUDED IN SOX INDEX

----------------2000------------------------------------98-to-03
------10/08/98-HIGHEST---------10/9/02-08/29/03----------TOTAL
--------CLOSE---CLOSE---PERCENT-CLOSE---CLOSE---PERCENT-PERCENT
SYMBOL--PRICE---PRICE---CHANGE--PRICE---PRICE---CHANGE--CHANGE
KLIC 5.19 43.00 729 1.95 11.74 502 126
LTXX 1.31 50.25 3736 3.33 14.91 348 1038
UTEK 13.56 23.50 73 6.77 29.32 333 116
LRCX 2.93 55.56 1796 6.72 25.61 281 774
MTSN 2.75 49.13 1687 1.65 6.00 264 118
ASYT 3.13 63.88 1941 3.95 14.00 254 347
PLAB 9.50 45.13 375 7.90 24.28 207 156
ASML 4.38 50.05 1043 5.28 15.77 199 260
WFR 3.63 23.75 554 4.70 12.98 176 258
CYMI 6.50 65.25 904 16.74 45.77 173 604
BRKS 8.38 89.69 970 8.95 24.45 173 192
TER* 7.82 110.00 1307 7.22 17.83 147 128
HELX 7.88 75.38 857 7.48 18.36 145 133
KLAC* 10.94 97.44 791 26.15 59.45 127 443
VECO 21.63 115.50 434 9.40 21.35 127 -1
ATMI 11.50 60.00 422 12.44 27.95 125 143
COHU 6.75 59.50 781 9.99 22.10 121 227
AMAT* 5.59 57.44 928 10.41 21.63 108 287
SMTL 2.57 23.69 822 4.29 8.91 108 247
PHTN 2.25 90.38 3917 16.15 32.57 102 1348
EGLS 7.94 43.44 447 1.21 2.44 102 -69
NVLS* 7.30 69.94 858 20.17 39.96 98 447
FSII 4.25 23.13 444 2.36 4.40 86 4
CMOS 5.00 74.59 1392 6.30 11.49 82 130
DPMI 17.88 78.81 341 16.07 25.61 59 43
TOTALS 180.56 1538.43 752 217.58 538.88 148 198
SOX-X 189.90 1332.73 602 214.06 456.06 113 140
COMPQX1419.12 5048.85 256 1114.11 1810.45 63 28
* STOCKS INCLUDED IN SOX INDEX

-----------------2000-----------------------------------98-to-03
-------10/08/98-HIGHEST--------10/9/02-08/29/03----------TOTAL
--------CLOSE---CLOSE---PERCENT-CLOSE---CLOSE---PERCENT-PERCENT
SYMBOL--PRICE---PRICE---CHANGE--PRICE---PRICE---CHANGE--CHANGE
PHTN 2.25 90.38 3917 16.15 32.57 102 1348
LTXX 1.31 50.25 3736 3.33 14.91 348 1038
LRCX 2.93 55.56 1796 6.72 25.61 281 774
CYMI 6.50 65.25 904 16.74 45.77 173 604
NVLS* 7.30 69.94 858 20.17 39.96 98 447
KLAC* 10.94 97.44 791 26.15 59.45 127 443
ASYT 3.13 63.88 1941 3.95 14.00 254 347
AMAT* 5.59 57.44 928 10.41 21.63 108 287
ASML 4.38 50.05 1043 5.28 15.77 199 260
WFR 3.63 23.75 554 4.70 12.98 176 258
SMTL 2.57 23.69 822 4.29 8.91 108 247
COHU 6.75 59.50 781 9.99 22.10 121 227
BRKS 8.38 89.69 970 8.95 24.45 173 192
PLAB 9.50 45.13 375 7.90 24.28 207 156
ATMI 11.50 60.00 422 12.44 27.95 125 143
HELX 7.88 75.38 857 7.48 18.36 145 133
CMOS 5.00 74.59 1392 6.30 11.49 82 130
TER* 7.82 110.00 1307 7.22 17.83 147 128
KLIC 5.19 43.00 729 1.95 11.74 502 126
MTSN 2.75 49.13 1687 1.65 6.00 264 118
UTEK 13.56 23.50 73 6.77 29.32 333 116
DPMI 17.88 78.81 341 16.07 25.61 59 43
FSII 4.25 23.13 444 2.36 4.40 86 4
VECO 21.63 115.50 434 9.40 21.35 127 -1
EGLS 7.94 43.44 447 1.21 2.44 102 -69
TOTALS 180.56 1538.43 752 217.58 538.88 148 198
SOX-X 189.90 1332.73 602 214.06 456.06 113 140
COMPQX1419.12 5048.85 256 1114.11 1810.45 63 28
* STOCKS INCLUDED IN SOX INDEX
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