-      5/14/04 5/21/04	       FST CALL NEXT  FST CALL
-	CLOSE	CLOSE  PERCENT NXT YR	YEAR  LNG TRM
SYMBOL	PRICE	PRICE  CHANGE	EARN	 PE   GROWTH	PEG
FSII	 5.04	 5.78	 15	0.53	 11	20	0.55
CMOS	11.22	12.37	 10	1.28	 10	25	0.39
EGLS	 4.63	 4.99	  8	0.12	 42	22	1.89
BRKS	16.53	17.64	  7	1.47	 12	17	0.71
ASYT	 8.96	 9.55	  7	0.53	 18	18	1.03
PLAB	15.75	16.47	  5	1.10	 15	18	0.86
CYMI	32.56	33.99	  4	2.55	 13	26	0.52
ASML	15.35	15.87	  3	1.08	 15	15	0.98
LRCX	21.87	22.55	  3	1.63	 14	20	0.69
SMTL	10.64	10.94	  3	1.10	 10
KLAC*	43.71	44.63	  2	2.46	 18	20	0.90
HELX	18.09	18.40	  2	1.37	 13	17	0.81
NVLS*	28.90	29.28	  1	1.58	 19	20	0.95
MTSN	 9.98	10.10	  1	1.22	  8	20	0.41
COHU	17.70	17.90	  1	1.40	 13
VECO	23.81	24.05	  1	1.48	 16	18	0.93
TER*	20.71	20.84	  1	1.78	 12	15	0.78
LTXX	 9.61	 9.59	  0	0.97	 10	20	0.49
KLIC	10.26	10.19	 -1	1.30	  8
WFR	 8.51	 8.45	 -1	0.90	  9	14	0.67
AMAT*	18.54	18.38	 -1	1.18	 16	20	0.78
ATMI	24.24	24.00	 -1	1.23	 20	20	0.98
DPMI	20.92	20.38	 -3	0.21	 97	25	3.88
PHTN	29.82	28.48	 -4	1.78	 16	25	0.64
UTEK	15.81	14.11	-11	1.04	 14	30	0.45
TOTALS 443.16  448.93	  1    31.29	 14
SOX-X  450.99  458.18	  2
COMPQX1904.25 1912.09	  0
* STOCKS INCLUDED IN SOX INDEX