net         	Tangible 
	Tangibl Diluted	book    stock   price to net
	assets	shares	value   price	book	
PHTN	148324	17077	8.69	11.22	1.29
COHU	235150	22845	10.29	15.56	1.51
PLAB	463841	50987	9.10	13.78	1.51
UTEK	192939	23910	8.07	13.13	1.63
CMOS	164553	99886	1.65	2.85	1.73
SMTL	145153	32338	4.49	7.90	1.76
FSII	88146	30000	2.94	5.61	1.91
ATMI	420156	37809	11.11	23.00	2.07
TER	1223946	210356	5.82	12.15	2.09
NVLS*	1399837	130000	10.77	22.75	2.11
BRKS	321303	66112	4.86	10.60	2.18
EGLS	26683	23197	1.15	2.55	2.22
MTSN	186595	53809	3.47	7.81	2.25
CYMI	609952	38832	15.71	37.48	2.39
KLAC	3342080	204818	16.32	38.96	2.39
AMAT	8195824	1560000	5.25	14.74	2.81
LTXX	87993	62088	1.42	5.33	3.76
LRCX	1229911	144683	8.50	37.61	4.42
WFR	865898	223934	3.87	26.58	6.87
VECO	77744	30081	2.58	21.75	8.42
KLIC	16516	51490	0.32	6.66	20.76
ASYT	768	48210	0.02	6.50	408.03
ASML**	no yahoo asset data