-      4/30/04	5/7/04	       FST CALL NEXT  FST CALL
-	CLOSE	CLOSE  PERCENT NXT YR	YEAR  LNG TRM
SYMBOL	PRICE	PRICE  CHANGE	EARN	 PE   GROWTH	PEG
ASYT	 6.56	 8.67	 32	0.32	 27	18	1.55
ATMI	22.10	24.92	 13	1.23	 20	20	1.01
KLIC	 9.84	10.73	  9	1.40	  8	20	0.38
CMOS	11.09	11.90	  7	1.10	 11	15	0.72
UTEK	16.11	17.06	  6	1.04	 16	31	0.54
VECO	22.75	24.00	  5	1.49	 16	18	0.92
WFR	 7.97	 8.30	  4	0.89	  9	12	0.81
PLAB	14.89	15.49	  4	1.11	 14	18	0.80
TER*	20.38	21.18	  4	1.78	 12	15	0.79
KLAC*	41.70	43.02	  3	2.46	 17	20	0.87
EGLS	 3.94	 4.06	  3	0.12	 34	22	1.54
CYMI	32.15	33.03	  3	2.59	 13	26	0.50
SMTL	11.00	11.30	  3	1.10	 10	15	0.68
HELX	17.61	18.03	  2	1.37	 13	17	0.80
AMAT*	18.27	18.67	  2	1.14	 16	20	0.82
LTXX	10.97	11.20	  2	1.02	 11	20	0.55
BRKS	16.69	16.99	  2	1.47	 12	17	0.68
DPMI	20.71	20.97	  1	0.21	100	25	3.99
MTSN	 9.81	 9.89	  1	1.23	  8	20	0.40
COHU	17.50	17.62	  1	1.40	 13
FSII	 6.00	 6.04	  1	0.50	 12	20	0.60
NVLS*	28.94	29.07	  0	1.56	 19	20	0.95
PHTN	30.72	30.80	  0	1.74	 18	25	0.71
LRCX	22.07	22.09	  0	1.64	 13	20	0.67
ASML	15.57	15.51	  0	1.16	 13	15	0.89
TOTALS 435.34  450.54	  3    31.07	 15
SOX-X  443.48  457.01	  3
COMPQX1920.15 1917.96	  0
* STOCKS INCLUDED IN SOX INDEX