-      10/3/03 10/10/03	       FST CALL NEXT  FST CALL
-	CLOSE	CLOSE  PERCENT NXT YR	YEAR  LNG TRM
SYMBOL	PRICE	PRICE  CHANGE	EARN	 PE   GROWTH	PEG
LRCX	24.38	26.24	  8	0.99	 27	20	1.33
CYMI	42.06	40.82	 -3	1.00	 41	30	1.36
KLAC*	55.98	58.60	  5	1.86	 32	21	1.50
PLAB	23.00	23.03	  0	0.73	 32	20	1.58
VECO	22.40	22.18	 -1	0.69	 32	20	1.61
LTXX	12.24	12.77	  4	0.44	 29	18	1.66
ASYT	15.51	16.95	  9	0.50	 34	20	1.70
UTEK	30.23	30.20	  0	0.67	 45	25	1.80
WFR	11.95	11.61	 -3	0.61	 19	10	1.90
ATMI	27.52	24.65	-10	0.63	 39	20	1.96
HELX	17.06	16.70	 -2	0.42	 40	20	1.99
AMAT*	19.46	20.75	  7	0.46	 45	20	2.22
TER*	18.99	19.16	  1	0.45	 43	19	2.24
PHTN	31.45	32.40	  3	0.57	 57	25	2.27
NVLS*	36.34	36.47	  0	0.68	 54	21	2.52
DPMI	24.96	27.00	  8	0.70	 39	15	2.57
ASML	15.06	14.88	 -1	0.38	 39	15	2.61
KLIC	11.87	11.96	  1	0.19	 63	20	3.15
SMTL	 8.32	 8.70	  5	0.14	 62	15	4.14
COHU	21.20	21.42	  1	0.62	 35	 7	4.94
BRKS	23.19	22.95	 -1	0.24	 96	18	5.46
CMOS	12.75	13.14	  3    -0.40		20
FSII	 5.17	 5.41	  5    -0.10		23
EGLS	 2.20	 2.55	 16    -0.71		22
MTSN	 9.27	11.88	 28    -0.01		20
TOTALS 522.56  532.42	  2    11.75
SOX-X  449.12  467.22	  4
COMPQX1880.58 1915.31	  2
* STOCKS INCLUDED IN SOX INDEX