-     12/12/03 12/19/03	       FST CALL NEXT  FST CALL
-	CLOSE	CLOSE  PERCENT NXT YR	YEAR  LNG TRM
SYMBOL	PRICE	PRICE  CHANGE	EARN	 PE   GROWTH	PEG
EGLS	 3.41	 3.68	  8    -1.00		22
PLAB	18.60	19.15	  3	0.71	 27	17	1.61
CMOS	12.56	12.90	  3	0.79	 16	18	0.90
BRKS	21.82	22.23	  2	1.13	 20	16	1.26
FSII	 7.11	 7.23	  2	0.39	 19	22	0.86
ATMI	21.77	22.04	  1	0.44	 50	19	2.59
TER*	23.54	23.57	  0	0.50	 47	17	2.86
CYMI	44.65	44.69	  0	0.89	 50	27	1.85
NVLS*	40.30	40.32	  0	0.79	 51	20	2.56
ASML	19.00	19.00	  0	0.41	 46	14	3.31
LTXX	15.24	15.13	 -1	0.71	 21	18	1.18
DPMI	23.27	23.06	 -1	0.48	 48	20	2.40
UTEK	27.84	27.45	 -1	0.75	 37	27	1.37
ASYT	16.28	16.01	 -2	0.55	 29	19	1.51
VECO	27.61	27.10	 -2	0.66	 41	17	2.46
LRCX	32.36	31.71	 -2	1.05	 30	20	1.51
KLAC*	56.85	55.55	 -2	1.76	 32	21	1.54
AMAT*	22.42	21.86	 -2	0.92	 24	19	1.28
COHU	19.50	18.98	 -3	0.58	 33	 7	4.67
PHTN	38.99	37.94	 -3	1.27	 30	22	1.36
KLIC	14.51	14.10	 -3	1.23	 11	18	0.66
SMTL	10.87	10.56	 -3	0.68	 16	15	1.04
MTSN	13.88	13.08	 -6	0.24	 55	20	2.73
HELX	20.94	19.71	 -6	0.44	 45	18	2.56
WFR	10.21	 9.38	 -8	0.61	 15	11	1.44
TOTALS 563.53  556.43	 -1    16.98
SOX-X  496.15  489.84	 -1
COMPQX1949.00 1951.02	  0
* STOCKS INCLUDED IN SOX INDEX