-      10/9/02	11/7/03	       FST CALL NEXT  FST CALL
	CLOSE	CLOSE  PERCENT NXT YR	YEAR  LNG TRM
SYMBOL	PRICE	PRICE  CHANGE	EARN	 PE   GROWTH	PEG
UTEK	 6.77	32.95	387	0.75	 44	30	1.46
CYMI	16.74	48.73	191	0.89	 55	28	1.96
PHTN	16.15	40.90	153	1.27	 32	25	1.29
EGLS	 1.21	 4.18	245    -1.00		22
AMAT*	10.41	25.25	143	0.46	 55	20	2.70
CMOS	 6.30	16.73	166    -0.38		20
ATMI	12.44	24.68	 98	0.42	 59	20	2.94
MTSN	 1.65	15.06	813	0.22	 68	20	3.42
HELX	 7.48	21.04	181	0.45	 47	20	2.34
NVLS*	20.17	43.70	117	0.71	 62	20	3.08
KLIC	 1.95	16.35	738	0.19	 86	20	4.30
ASYT	 3.95	18.34	364	0.50	 37	20	1.83
PLAB	 7.90	22.15	180	0.73	 30	20	1.52
FSII	 2.36	 5.94	152	0.39	 15	20	0.76
LRCX	 6.72	30.76	358	1.00	 31	20	1.54
KLAC*	26.15	59.53	128	1.74	 34	20	1.71
DPMI	16.07	24.76	 54	0.58	 43	19	2.27
TER*	 7.22	25.16	248	0.48	 52	18	2.91
VECO	 9.40	26.93	186	0.60	 45	18	2.56
LTXX	 3.33	15.77	374	0.44	 36	18	2.05
BRKS	 8.95	26.47	196	1.13	 23	18	1.34
SMTL	 4.29	11.50	168	0.63	 18	15	1.22
ASML	 5.28	18.56	252	0.41	 45	15	3.02
WFR	 4.70	11.85	152	0.61	 19	10	1.94
COHU	 9.99	21.11	111	0.58	 36	 7	5.20
TOTALS 217.58  608.40	180    13.80
SOX-X  214.06  526.42	146
COMPQX1114.11 1970.74	 77
* STOCKS INCLUDED IN SOX INDEX