-      9/26/03 10/3/03	       FST CALL NEXT  FST CALL
-	CLOSE	CLOSE  PERCENT NXT YR	YEAR  LNG TRM
SYMBOL	PRICE	PRICE  CHANGE	EARN	 PE   GROWTH	PEG
ASML	13.15	15.06	 15	0.37	 41	15	2.71
ASYT	13.55	15.51	 14	0.50	 31	20	1.55
VECO	19.69	22.40	 14	0.69	 32	20	1.62
KLIC	10.47	11.87	 13	0.19	 62	20	3.12
BRKS	20.94	23.19	 11	0.24	 97	20	4.83
FSII	 4.68	 5.17	 10    -0.10		23
ATMI	24.92	27.52	 10	0.64	 43	20	2.15
CMOS	11.70	12.75	  9    -0.40		20
DPMI	22.97	24.96	  9	0.70	 36	15	2.38
NVLS*	33.62	36.34	  8	0.68	 53	21	2.51
KLAC*	51.79	55.98	  8	1.86	 30	21	1.43
PHTN	29.29	31.45	  7	0.57	 55	25	2.21
UTEK	28.21	30.23	  7	0.67	 45	25	1.80
LRCX	22.81	24.38	  7	0.94	 26	20	1.30
PLAB	21.55	23.00	  7	0.73	 32	20	1.58
EGLS	 2.07	 2.20	  6    -0.71		22
AMAT*	18.42	19.46	  6	0.46	 42	20	2.08
COHU	20.08	21.20	  6	0.62	 34	 7	4.88
WFR	11.46	11.95	  4	0.61	 20	10	1.96
SMTL	 8.07	 8.32	  3	0.14	 59	15	3.96
MTSN	 9.00	 9.27	  3    -0.01		20
HELX	16.72	17.06	  2	0.43	 40	28	1.44
CYMI	42.04	42.06	  0	1.00	 42	30	1.40
TER*	19.49	18.99	 -3	0.46	 41	19	2.17
LTXX	12.60	12.24	 -3	0.44	 28	18	1.59
TOTALS 489.29  522.56	  7    11.72
SOX-X  424.70  449.12	  6
COMPQX1792.07 1880.58	  5
* STOCKS INCLUDED IN SOX INDEX