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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Kirk © who wrote (12872)	12/31/2003 6:23:18 PM
From: Donald Wennerstrom	Read Replies (1) of 95530

Kirk, Congratulations on a good year! For those who stayed invested through out most of the year, it was a good one. The following table shows the performance of the Group for this past calendar year. Interestingly, while the NASDAQ was up 50 percent for the year, both the Group and the SOX were up by the same number - 76 percent. The power of "averaging" can be very strong sometimes.;-) Out of the 25 stocks in the Group, 10 were up by more than 100 percent. LRCX and UTEK were in 2nd and 3rd place respectively with gains of 199 and 198 percent. All 25 stocks in the Group were up for the year, but DPMI in last place was up only 4 percent. Only 7 stocks out of the 25 had less than a 50 percent gain. - 12/31/02 12/31/03 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG MTSN 2.86 12.10 323 0.33 37 20 1.83 LRCX 10.80 32.30 199 1.09 30 20 1.48 UTEK 9.84 29.37 198 0.75 39 27 1.47 KLIC 5.72 14.38 151 1.23 12 18 0.67 LTXX 6.03 15.03 149 0.71 21 18 1.17 VECO 11.56 28.16 144 0.66 43 17 2.56 ASML 8.36 20.05 140 0.45 45 14 3.18 EGLS 1.54 3.65 137 -1.00 22 ASYT 7.35 17.24 135 0.57 30 19 1.60 BRKS 11.46 23.74 107 1.13 21 16 1.35 TER* 13.01 25.45 96 0.52 49 17 2.97 HELX 11.20 20.58 84 0.47 44 15 2.92 PHTN 22.80 40.24 76 1.27 32 22 1.44 SMTL 6.23 10.76 73 0.68 16 15 1.05 AMAT* 13.03 22.44 72 0.94 24 19 1.29 KLAC* 35.37 58.54 66 1.83 32 20 1.59 FSII 4.51 7.38 64 0.37 20 22 0.92 NVLS* 28.08 42.05 50 0.80 53 20 2.68 PLAB 13.70 19.92 45 1.08 18 17 1.10 CYMI 32.25 46.19 43 0.94 49 27 1.85 CMOS 9.33 13.16 41 0.80 16 17 0.98 COHU 14.70 19.19 31 0.58 33 7 4.73 WFR 7.57 9.62 27 0.61 16 11 1.48 ATMI 18.52 23.21 25 0.44 53 19 2.73 DPMI 23.25 24.14 4 0.49 49 25 1.97 TOTALS 329.07 578.89 76 17.74 SOX-X 289.24 508.12 76 COMPQX1335.51 2003.37 50 * STOCKS INCLUDED IN SOX INDEX

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