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Technology Stocks : Semi Equipment Analysis

SOXX 328.78

+2.9%

Jan 9 4:00 PM EST

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To: Kirk © who wrote (13347)	2/14/2004 6:40:39 PM
From: Donald Wennerstrom	Read Replies (3) of 95703

OK Kirk, Let me do a "one time" insertion of Agilent into the table. First the sort will be by percent change over the past 4 weeks and then a sort by PEG. In your opinion, what is the best company or companies in the table, if any, that are most similar to Agilent? Also, why are they leading the table in terms of the 8 percent gain during the past 4 weeks while they have the highest PEG in the table? - 01/16/04 2/13/04 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG A 34.25 37.08 8 1.51 25 10 2.46 FSII 7.92 8.47 7 0.41 21 20 1.03 EGLS 5.60 5.94 6 -0.30 22 SMTL 12.52 13.10 5 0.94 14 15 0.93 HELX 24.93 25.82 4 1.27 20 15 1.36 ATMI 28.37 28.02 -1 1.21 23 18 1.29 VECO 32.83 32.00 -3 1.45 22 18 1.26 PLAB 20.87 19.63 -6 1.07 18 18 1.05 KLIC 15.20 14.29 -6 1.42 10 18 0.58 DPMI 23.90 22.30 -7 -0.08 25 COHU 22.22 20.26 -9 1.20 17 WFR 11.00 9.92 -10 0.82 12 10 1.27 ASML 21.76 19.52 -10 0.99 20 14 1.46 AMAT* 24.41 21.77 -11 0.96 23 20 1.13 LTXX 19.12 16.80 -12 0.91 18 18 1.05 KLAC* 62.10 54.34 -12 2.38 23 20 1.13 CYMI 49.30 42.03 -15 2.40 18 26 0.69 TER* 30.30 25.82 -15 1.44 18 15 1.20 MTSN 14.26 12.10 -15 1.00 12 20 0.61 BRKS 25.95 22.00 -15 1.35 16 14 1.16 PHTN 43.91 35.36 -19 1.53 23 25 0.92 LRCX 34.24 27.43 -20 1.41 19 20 0.97 CMOS 15.96 12.75 -20 0.80 16 15 1.06 NVLS* 42.44 33.26 -22 1.56 21 20 1.09 UTEK 32.99 25.55 -23 1.30 20 30 0.66 ASYT 18.59 10.91 -41 0.30 36 20 1.82 TOTALS 640.69 559.39 -13 27.74 SOX-X 557.15 510.57 -8 COMPQX2140.46 2053.56 -4 * STOCKS INCLUDED IN SOX INDEX Here is the sort by PEG. - 01/16/04 2/13/04 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG KLIC 15.20 14.29 -6 1.42 10 18 0.58 MTSN 14.26 12.10 -15 1.00 12 20 0.61 UTEK 32.99 25.55 -23 1.30 20 30 0.66 CYMI 49.30 42.03 -15 2.40 18 26 0.69 PHTN 43.91 35.36 -19 1.53 23 25 0.92 SMTL 12.52 13.10 5 0.94 14 15 0.93 LRCX 34.24 27.43 -20 1.41 19 20 0.97 FSII 7.92 8.47 7 0.41 21 20 1.03 PLAB 20.87 19.63 -6 1.07 18 18 1.05 LTXX 19.12 16.80 -12 0.91 18 18 1.05 CMOS 15.96 12.75 -20 0.80 16 15 1.06 NVLS* 42.44 33.26 -22 1.56 21 20 1.09 KLAC* 62.10 54.34 -12 2.38 23 20 1.13 AMAT* 24.41 21.77 -11 0.96 23 20 1.13 BRKS 25.95 22.00 -15 1.35 16 14 1.16 TER* 30.30 25.82 -15 1.44 18 15 1.20 VECO 32.83 32.00 -3 1.45 22 18 1.26 WFR 11.00 9.92 -10 0.82 12 10 1.27 ATMI 28.37 28.02 -1 1.21 23 18 1.29 HELX 24.93 25.82 4 1.27 20 15 1.36 ASML 21.76 19.52 -10 0.99 20 14 1.46 ASYT 18.59 10.91 -41 0.30 36 20 1.82 A 34.25 37.08 8 1.51 25 10 2.46 COHU 22.22 20.26 -9 1.20 17 EGLS 5.60 5.94 6 -0.30 22 DPMI 23.90 22.30 -7 -0.08 25 TOTALS 659.74 582.18 -12 27.83 SOX-X 557.15 510.57 -8 COMPQX2140.46 2053.56 -4 * STOCKS INCLUDED IN SOX INDEX

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