-     10/10/03 10/17/03	       FST CALL NEXT  FST CALL
-	CLOSE	CLOSE  PERCENT NXT YR	YEAR  LNG TRM
SYMBOL	PRICE	PRICE  CHANGE	EARN	 PE   GROWTH	PEG
VECO	22.18	25.67	 16	0.69	 37	18	2.13
CMOS	13.14	15.00	 14    -0.40		20
FSII	 5.41	 6.13	 13    -0.10		23
CYMI	40.82	44.99	 10	1.00	 45	30	1.50
EGLS	 2.55	 2.75	  8    -0.71		22
ASYT	16.95	18.20	  7	0.50	 36	20	1.82
ASML	14.88	15.71	  6	0.38	 41	15	2.76
KLIC	11.96	12.47	  4	0.19	 66	20	3.28
MTSN	11.88	12.33	  4    -0.01		20
BRKS	22.95	23.75	  3	0.24	 99	18	5.65
SMTL	 8.70	 9.00	  3	0.14	 64	15	4.29
TER*	19.16	19.73	  3	0.46	 43	18	2.38
NVLS*	36.47	37.55	  3	0.68	 55	21	2.59
UTEK	30.20	31.03	  3	0.67	 46	30	1.54
AMAT*	20.75	21.12	  2	0.46	 46	20	2.26
WFR	11.61	11.70	  1	0.61	 19	10	1.92
COHU	21.42	21.57	  1	0.62	 35	 7	4.97
KLAC*	58.60	58.60	  0	1.86	 32	21	1.50
LRCX	26.24	26.15	  0	0.99	 26	20	1.32
DPMI	27.00	26.89	  0	0.70	 38	15	2.56
ATMI	24.65	24.30	 -1	0.63	 39	20	1.93
HELX	16.70	16.40	 -2	0.42	 39	20	1.95
PLAB	23.03	22.54	 -2	0.73	 31	20	1.54
LTXX	12.77	12.42	 -3	0.44	 28	18	1.61
PHTN	32.40	31.09	 -4	0.57	 55	25	2.18
TOTALS 532.42  547.09	  3    11.76
SOX-X  467.22  465.19	  0
COMPQX1915.31 1912.36	  0
* STOCKS INCLUDED IN SOX INDEX