-	5/7/04	5/11/04	       FST CALL NEXT  FST CALL
-	CLOSE	CLOSE  PERCENT NXT YR	YEAR  LNG TRM
SYMBOL	PRICE	PRICE  CHANGE	EARN	 PE   GROWTH	PEG
HELX	18.03	19.04	  6	1.37	 14	17	0.84
AMAT*	18.67	19.61	  5	1.14	 17	20	0.86
PLAB	15.49	16.20	  5	1.11	 15	18	0.83
BRKS	16.99	17.76	  5	1.47	 12	17	0.71
LRCX	22.09	23.04	  4	1.64	 14	20	0.70
KLIC	10.73	11.19	  4	1.40	  8	20	0.40
COHU	17.62	18.37	  4	1.40	 13
LTXX	11.20	11.67	  4	1.02	 11	20	0.57
SMTL	11.30	11.75	  4	1.10	 11	15	0.71
KLAC*	43.02	44.57	  4	2.46	 18	20	0.90
ASYT	 8.67	 8.97	  3	0.32	 28	18	1.60
VECO	24.00	24.83	  3	1.49	 17	18	0.95
MTSN	 9.89	10.22	  3	1.23	  8	20	0.42
WFR	 8.30	 8.53	  3	0.89	 10	12	0.83
NVLS*	29.07	29.86	  3	1.56	 19	20	0.98
UTEK	17.06	17.45	  2	1.04	 17	31	0.55
ATMI	24.92	25.47	  2	1.23	 21	20	1.04
ASML	15.51	15.84	  2	1.16	 14	15	0.91
CYMI	33.03	33.70	  2	2.59	 13	26	0.51
TER*	21.18	21.45	  1	1.78	 12	15	0.80
DPMI	20.97	21.10	  1	0.21	100	25	4.02
PHTN	30.80	30.89	  0	1.74	 18	25	0.71
CMOS	11.90	11.90	  0	1.10	 11	15	0.72
EGLS	 4.06	 4.06	  0	0.12	 34	22	1.54
FSII	 6.04	 5.90	 -2	0.50	 12	20	0.59
TOTALS 450.54  463.37	  3    31.07	 15
SOX-X  457.01  470.15	  3
COMPQX1917.96 1931.35	  1
* STOCKS INCLUDED IN SOX INDEX