-     12/19/03 12/26/03	       FST CALL NEXT  FST CALL
-	CLOSE	CLOSE  PERCENT NXT YR	YEAR  LNG TRM
SYMBOL	PRICE	PRICE  CHANGE	EARN	 PE   GROWTH	PEG
KLIC	14.10	14.16	  0	1.23	 12	18	0.66
FSII	 7.23	 7.34	  2	0.37	 20	22	0.92
CMOS	12.90	13.02	  1	0.80	 16	17	0.97
SMTL	10.56	10.47	 -1	0.68	 15	15	1.03
PLAB	19.15	19.40	  1	1.08	 18	17	1.07
LTXX	15.13	14.91	 -1	0.71	 21	18	1.16
AMAT*	21.86	22.17	  1	0.94	 24	19	1.27
BRKS	22.23	23.25	  5	1.13	 21	16	1.32
PHTN	37.94	39.47	  4	1.27	 31	22	1.41
LRCX	31.71	31.62	  0	1.09	 29	20	1.45
UTEK	27.45	29.18	  6	0.75	 39	27	1.46
WFR	 9.38	 9.70	  3	0.61	 16	11	1.49
KLAC*	55.55	56.58	  2	1.83	 31	20	1.53
ASYT	16.01	16.57	  3	0.57	 29	19	1.54
CYMI	44.69	45.23	  1	0.94	 48	27	1.82
MTSN	13.08	12.18	 -7	0.33	 37	20	1.85
DPMI	23.06	23.63	  2	0.49	 48	25	1.93
ATMI	22.04	21.70	 -2	0.44	 49	19	2.55
VECO	27.10	28.12	  4	0.66	 43	17	2.56
NVLS*	40.32	40.71	  1	0.80	 51	20	2.59
HELX	19.71	20.09	  2	0.47	 43	15	2.85
TER*	23.57	24.85	  5	0.52	 48	17	2.90
ASML	19.00	19.95	  5	0.45	 44	14	3.17
COHU	18.98	19.15	  1	0.58	 33	 7	4.72
EGLS	 3.68	 3.51	 -5    -1.00		22
TOTALS 556.43  566.96	  2    17.74
SOX-X  489.84  498.69	  2
COMPQX1951.02 1973.14	  1
* STOCKS INCLUDED IN SOX INDEX