-     11/21/03 11/28/03	       FST CALL NEXT  FST CALL
-	CLOSE	CLOSE  PERCENT NXT YR	YEAR  LNG TRM
SYMBOL	PRICE	PRICE  CHANGE	EARN	 PE   GROWTH	PEG
WFR	 9.55	10.86	 14	0.61	 18	10	1.78
EGLS	 3.44	 3.91	 14    -1.00		22
FSII	 5.82	 6.57	 13	0.39	 17	20	0.84
MTSN	13.60	15.22	 12	0.22	 69	20	3.46
ASYT	16.25	18.11	 11	0.56	 32	20	1.62
LRCX	29.49	31.96	  8	1.01	 32	20	1.58
HELX	20.11	21.79	  8	0.45	 48	20	2.42
COHU	19.47	21.06	  8	0.58	 36	 7	5.19
PHTN	37.99	40.81	  7	1.25	 33	25	1.31
KLIC	15.36	16.43	  7	0.19	 86	20	4.32
LTXX	15.50	16.49	  6	0.47	 35	16	2.15
KLAC*	55.05	58.53	  6	1.74	 34	20	1.68
CYMI	43.64	46.37	  6	0.89	 52	26	2.00
TER*	23.79	25.17	  6	0.49	 51	17	3.02
AMAT*	22.96	24.24	  6	0.88	 28	20	1.36
ASML	17.97	18.84	  5	0.41	 46	15	3.06
ATMI	22.08	23.00	  4	0.41	 56	20	2.80
UTEK	29.08	30.26	  4	0.75	 40	30	1.34
BRKS	23.51	24.38	  4	1.13	 22	14	1.54
VECO	28.65	29.50	  3	0.60	 49	18	2.81
NVLS*	42.54	43.76	  3	0.72	 61	20	3.04
SMTL	11.10	11.36	  2	0.68	 17	15	1.11
DPMI	22.79	23.18	  2	0.58	 40	20	2.00
PLAB	18.40	18.41	  0	0.73	 25	18	1.44
CMOS	14.25	12.96	 -9    -0.34		18
TOTALS 562.39  593.17	  5    14.40
SOX-X  502.66  529.28	  5
COMPQX1893.88 1960.26	  4
* STOCKS INCLUDED IN SOX INDEX