-     10/31/03 11/7/03	       FST CALL NEXT  FST CALL
-	CLOSE	CLOSE  PERCENT NXT YR	YEAR  LNG TRM
SYMBOL	PRICE	PRICE  CHANGE	EARN	 PE   GROWTH	PEG
FSII	 6.29	 5.94	 -6	0.39	 15	20	0.76
SMTL	 9.24	11.50	 24	0.63	 18	15	1.22
PHTN	37.85	40.90	  8	1.27	 32	25	1.29
BRKS	24.96	26.47	  6	1.13	 23	18	1.34
UTEK	31.35	32.95	  5	0.75	 44	30	1.46
PLAB	21.59	22.15	  3	0.73	 30	20	1.52
LRCX	28.75	30.76	  7	1.00	 31	20	1.54
KLAC*	57.20	59.53	  4	1.74	 34	20	1.71
ASYT	18.69	18.34	 -2	0.50	 37	20	1.83
WFR	11.20	11.85	  6	0.61	 19	10	1.94
CYMI	45.66	48.73	  7	0.89	 55	28	1.96
LTXX	14.41	15.77	  9	0.44	 36	18	2.05
DPMI	23.18	24.76	  7	0.58	 43	19	2.27
HELX	17.95	21.04	 17	0.45	 47	20	2.34
VECO	25.35	26.93	  6	0.60	 45	18	2.56
AMAT*	23.33	25.25	  8	0.46	 55	20	2.70
TER*	22.78	25.16	 10	0.48	 52	18	2.91
ATMI	22.99	24.68	  7	0.42	 59	20	2.94
ASML	17.55	18.56	  6	0.41	 45	15	3.02
NVLS*	41.25	43.70	  6	0.71	 62	20	3.08
MTSN	14.19	15.06	  6	0.22	 68	20	3.42
KLIC	14.72	16.35	 11	0.19	 86	20	4.30
COHU	20.16	21.11	  5	0.58	 36	 7	5.20
CMOS	16.31	16.73	  3    -0.38		20
EGLS	 3.44	 4.18	 22    -1.00		22
TOTALS 570.39  608.40	  7    13.80
SOX-X  496.52  526.42	  6
COMPQX1932.21 1970.74	  2
* STOCKS INCLUDED IN SOX INDEX