-	6/4/04	6/11/04	       FST CALL NEXT  FST CALL
-	CLOSE	CLOSE  PERCENT NXT YR	YEAR  LNG TRM
SYMBOL	PRICE	PRICE  CHANGE	EARN	 PE   GROWTH	PEG
COHU	18.08	18.60	  3	1.40	 13
TER*	20.78	21.26	  2	1.78	 12	15	0.80
PLAB	17.03	17.37	  2	1.11	 16	18	0.89
PHTN	31.06	31.61	  2	1.78	 18	25	0.71
AMAT*	18.76	18.92	  1	1.20	 16	20	0.79
ATMI	25.63	25.75	  0	1.20	 21	18	1.19
LRCX	24.27	24.35	  0	1.64	 15	20	0.74
UTEK	14.99	15.02	  0	0.89	 17	30	0.56
WFR	 9.57	 9.57	  0	0.92	 10	14	0.74
CMOS	13.16	13.16	  0	1.54	  9	25	0.34
NVLS*	31.28	31.24	  0	1.64	 19	20	0.97
DPMI	21.49	21.46	  0	0.20	107	25	4.29
KLAC*	46.31	46.09	  0	2.48	 19	20	0.92
ASML	17.01	16.84	 -1	1.12	 15	15	1.00
HELX	18.97	18.75	 -1	1.37	 14	17	0.83
VECO	25.22	24.89	 -1	1.48	 17	18	0.96
SMTL	11.01	10.84	 -2	1.10	 10
BRKS	18.91	18.59	 -2	1.47	 13	17	0.74
CYMI	35.50	34.86	 -2	2.53	 14	25	0.55
KLIC	10.89	10.69	 -2	1.30	  8	15	0.55
FSII	 7.10	 6.91	 -3	0.53	 13	20	0.65
ASYT	 9.54	 9.27	 -3	0.53	 17	18	1.00
EGLS	 5.16	 4.98	 -3	0.12	 42	22	1.89
MTSN	10.33	 9.94	 -4	1.22	  8	20	0.41
LTXX	 9.70	 9.15	 -6	0.92	 10	15	0.66
TOTALS 471.75  470.11	  0    31.47	 15
SOX-X  470.91  476.28	  1
COMPQX1978.62 1999.87	  1
* STOCKS INCLUDED IN SOX INDEX