-      11/7/03 11/14/03	       FST CALL NEXT  FST CALL
-	CLOSE	CLOSE  PERCENT NXT YR	YEAR  LNG TRM
SYMBOL	PRICE	PRICE  CHANGE	EARN	 PE   GROWTH	PEG
FSII	 5.94	 5.90	 -1	0.39	 15	20	0.76
SMTL	11.50	11.41	 -1	0.68	 17	15	1.12
PHTN	40.90	39.63	 -3	1.25	 32	25	1.27
AMAT*	25.25	23.48	 -7	0.88	 27	20	1.31
ASYT	18.34	14.95	-18	0.56	 27	20	1.33
UTEK	32.95	31.40	 -5	0.75	 42	30	1.40
LRCX	30.76	29.75	 -3	1.01	 29	20	1.47
PLAB	22.15	19.23	-13	0.73	 26	18	1.51
BRKS	26.47	25.22	 -5	1.13	 22	14	1.59
KLAC*	59.53	57.07	 -4	1.74	 33	20	1.64
WFR	11.85	10.10	-15	0.61	 17	10	1.66
DPMI	24.76	23.15	 -7	0.58	 40	20	2.00
CYMI	48.73	46.38	 -5	0.89	 52	26	2.00
LTXX	15.77	15.97	  1	0.47	 34	16	2.08
HELX	21.04	20.03	 -5	0.45	 45	20	2.23
VECO	26.93	26.27	 -2	0.60	 44	18	2.50
TER*	25.16	23.00	 -9	0.49	 47	17	2.76
ATMI	24.68	22.70	 -8	0.41	 55	20	2.77
ASML	18.56	17.68	 -5	0.41	 43	15	2.87
NVLS*	43.70	42.24	 -3	0.72	 59	20	2.93
MTSN	15.06	14.75	 -2	0.22	 67	20	3.35
KLIC	16.35	15.94	 -3	0.19	 84	20	4.19
COHU	21.11	19.98	 -5	0.58	 34	7	4.92
CMOS	16.73	15.34	 -8    -0.34		18
EGLS	 4.18	 3.77	-10    -1.00		22
TOTALS 608.40  575.34	 -5    14.40
SOX-X  526.42  509.96	 -3
COMPQX1970.74 1930.26	 -2
* STOCKS INCLUDED IN SOX INDEX