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