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Technology Stocks : Semi Equipment Analysis
SOXX 342.47+1.6%Jan 16 4:00 PM EST

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To: Gottfried who wrote (12982)1/10/2004 2:07:22 PM
From: Donald Wennerstrom  Read Replies (2) of 95737
 
Below is the weekly update for the Group. It was a very good week to be long. The Group is up 8 percent, the SOX is up 8 percent, and the NASDAQ is up 4 percent. Eight of the stocks in the Group were up 10 percent or more.


- 01/02/04 01/09/04 FST CALL NEXT FST CALL
- CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM
SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG
ATMI 23.40 28.03 20 0.44 64 19 3.30
WFR 9.57 11.34 18 0.61 19 11 1.74
MTSN 12.02 13.92 16 0.36 39
HELX 20.54 23.66 15 0.47 50 15 3.36
LTXX 14.99 17.02 14 0.71 24 18 1.32
EGLS 3.55 4.02 13 -1.00 22
AMAT* 22.10 24.26 10 0.95 26 19 1.38
TER* 25.15 27.56 10 0.52 53 17 3.21
FSII 7.27 7.94 9 0.41 19 22 0.89
LRCX 31.71 34.58 9 1.10 31 20 1.57
VECO 28.35 30.76 9 0.66 47 17 2.80
COHU 19.60 21.22 8 0.58 37
ASML 20.53 22.16 8 0.45 49 14 3.52
KLAC* 56.44 60.81 8 1.84 33 20 1.64
CYMI 45.27 48.71 8 0.94 52 27 1.96
UTEK 29.68 31.91 8 0.75 43 27 1.60
KLIC 14.05 15.10 7 1.23 12 18 0.70
CMOS 13.24 14.10 6 0.80 18 17 1.05
BRKS 24.25 25.44 5 1.15 22 16 1.42
PLAB 19.93 20.85 5 1.08 19 17 1.15
ASYT 17.25 17.98 4 0.57 32 19 1.67
PHTN 39.85 41.27 4 1.27 32 22 1.48
NVLS* 41.82 43.24 3 0.81 53 20 2.72
SMTL 10.98 11.10 1 0.68 16 15 1.09
DPMI 24.38 23.85 -2 0.49 49 25 1.95
TOTALS 575.92 620.83 8 17.87
SOX-X 504.85 543.31 8
COMPQX2006.68 2086.92 4
* STOCKS INCLUDED IN SOX INDEX
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