-     01/09/04 01/16/04	       FST CALL NEXT  FST CALL
-	CLOSE	CLOSE  PERCENT NXT YR	YEAR  LNG TRM
SYMBOL	PRICE	PRICE  CHANGE	EARN	 PE   GROWTH	PEG
EGLS	 4.02	 5.60	 39    -1.00		22
CMOS	14.10	15.96	 13	0.80	 20	17	1.19
SMTL	11.10	12.52	 13	0.68	 18	15	1.23
LTXX	17.02	19.12	 12	0.71	 27	18	1.49
TER*	27.56	30.30	 10	0.54	 56	17	3.40
VECO	30.76	32.83	  7	0.66	 50	18	2.70
PHTN	41.27	43.91	  6	1.27	 35	22	1.57
HELX	23.66	24.93	  5	0.47	 53	15	3.54
COHU	21.22	22.22	  5	0.57	 39
ASYT	17.98	18.59	  3	0.57	 33	19	1.73
UTEK	31.91	32.99	  3	0.76	 43	26	1.65
MTSN	13.92	14.26	  2	0.36	 40
KLAC*	60.81	62.10	  2	1.86	 33	20	1.65
BRKS	25.44	25.95	  2	1.18	 22	16	1.41
ATMI	28.03	28.37	  1	0.44	 64	16	4.09
CYMI	48.71	49.30	  1	0.96	 51	27	1.94
KLIC	15.10	15.20	  1	1.48	 10	18	0.59
AMAT*	24.26	24.41	  1	0.96	 25	19	1.37
DPMI	23.85	23.90	  0	0.49	 49	25	1.95
PLAB	20.85	20.87	  0	1.07	 20	17	1.16
FSII	 7.94	 7.92	  0	0.41	 19	22	0.89
LRCX	34.58	34.24	 -1	1.10	 31	20	1.56
ASML	22.16	21.76	 -2	0.45	 48	14	3.58
NVLS*	43.24	42.44	 -2	0.83	 51	20	2.61
WFR	11.34	11.00	 -3	0.61	 18	11	1.69
TOTALS 620.83  640.69	  3    18.23
SOX-X  543.31  557.15	  3
COMPQX2086.92 2140.46	  3
* STOCKS INCLUDED IN SOX INDEX