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