-      12/5/03 12/12/03	       FST CALL NEXT  FST CALL
-	CLOSE	CLOSE  PERCENT NXT YR	YEAR  LNG TRM
SYMBOL	PRICE	PRICE  CHANGE	EARN	 PE   GROWTH	PEG
PLAB	16.78	18.60	 11	0.71	 26	17	1.56
DPMI	21.18	23.27	 10	0.48	 48	20	2.42
SMTL	10.41	10.87	  4	0.68	 16	15	1.07
CYMI	43.00	44.65	  4	0.89	 50	27	1.84
FSII	 6.88	 7.11	  3	0.39	 18	22	0.84
PHTN	37.77	38.99	  3	1.27	 31	22	1.40
LRCX	31.46	32.36	  3	1.05	 31	20	1.54
VECO	26.90	27.61	  3	0.66	 42	17	2.51
BRKS	21.32	21.82	  2	1.13	 19	16	1.24
KLAC*	55.62	56.85	  2	1.76	 32	21	1.57
KLIC	14.25	14.51	  2	1.23	 12	18	0.67
HELX	20.59	20.94	  2	0.44	 48	18	2.72
CMOS	12.41	12.56	  1	0.79	 16	18	0.87
ASML	18.88	19.00	  1	0.41	 46	14	3.31
AMAT*	22.34	22.42	  0	0.92	 24	19	1.32
COHU	19.49	19.50	  0	0.58	 34	 7	4.80
MTSN	13.88	13.88	  0	0.24	 58	20	2.89
LTXX	15.30	15.24	  0	0.71	 21	18	1.18
WFR	10.26	10.21	  0	0.61	 17	11	1.57
TER*	23.70	23.54	 -1	0.50	 47	17	2.85
ASYT	16.43	16.28	 -1	0.55	 30	19	1.54
NVLS*	40.80	40.30	 -1	0.79	 51	20	2.55
UTEK	28.20	27.84	 -1	0.75	 37	27	1.39
ATMI	22.22	21.77	 -2	0.44	 49	19	2.56
EGLS	 3.78	 3.41	-10    -1.00		22
TOTALS 553.85  563.53	  2    16.98
SOX-X  498.86  496.15	 -1
COMPQX1937.82 1949.00	  1
* STOCKS INCLUDED IN SOX INDEX