-      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
XLNX	35.53	37.00	  4	0.94	 39	23	1.71
LLTC	40.30	41.21	  2	1.14	 36	22	1.68
KLAC*	55.62	56.85	  2	1.76	 32	21	1.57
TXN	28.36	28.72	  1	0.84	 34	20	1.75
MXIM	49.76	50.17	  1	1.43	 35	24	1.47
AMAT*	22.34	22.42	  0	0.92	 24	19	1.32
MU	12.12	12.14	  0	0.68	 18	17	1.06
TER*	23.70	23.54	 -1	0.50	 47	17	2.85
LSI	 8.75	 8.69	 -1	0.24	 36	16	2.33
STM	27.53	27.33	 -1	0.86	 32	17	1.87
NVLS*	40.80	40.30	 -1	0.79	 51	20	2.55
MOT	13.35	13.08	 -2	0.43	 30	11	2.87
BRCM	34.34	33.59	 -2	0.72	 47	25	1.85
NSM	41.14	39.57	 -4	1.53	 26	17	1.50
INTC	32.10	30.86	 -4	1.18	 26	14	1.81
ALTR	23.43	22.51	 -4	0.53	 42	25	1.72
AMD	16.07	15.27	 -5	0.26	 59	14	4.17
TSM	10.79	10.10	 -6	0.52	 19	26	0.75
TOTALS 516.03  513.35	 -1    15.27
SOX-X  498.86  496.15	 -1
COMPQX1937.82 1949.00	  1