-     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
TSM	11.35	11.34	  0	0.52	 22	26	0.84
NSM	41.65	41.72	  0	1.81	 23	17	1.34
AMAT*	24.26	24.41	  1	0.96	 25	19	1.37
TXN	31.78	33.53	  6	0.91	 37	25	1.48
MU	15.35	14.96	 -3	0.60	 25	16	1.51
MXIM	54.05	55.38	  2	1.43	 39	24	1.62
INTC	33.97	32.89	 -3	1.24	 27	16	1.64
KLAC*	60.81	62.10	  2	1.86	 33	20	1.65
LLTC	43.70	43.30	 -1	1.14	 38	22	1.76
XLNX	40.45	42.29	  5	0.94	 45	23	1.96
STM	29.29	29.20	  0	0.86	 34	17	2.00
ALTR	26.02	25.38	 -2	0.53	 48	24	2.02
BRCM	36.78	41.97	 14	0.71	 59	26	2.27
NVLS*	43.24	42.44	 -2	0.83	 51	20	2.61
LSI	10.43	11.30	  8	0.24	 47	16	3.02
TER*	27.56	30.30	 10	0.54	 56	17	3.40
MOT	15.71	16.95	  8	0.43	 39	11	3.72
AMD	15.54	16.76	  8	0.26	 64	14	4.68
TOTALS 561.94  576.22	  3    15.81
SOX-X  543.31  557.15	  3
COMPQX2086.92 2140.46	  3