-	7/13/07	7/20/07	       FST CALL NEXT  FST CALL
-	CLOSE	CLOSE  PERCENT NXT YR	YEAR  LNG TRM
SYMBOL	PRICE	PRICE  CHANGE	EARN	 PE   GROWTH	PEG
KLAC*	56.15	61.91	 10	3.18	 19	18	1.08
BRKS	17.79	19.52	 10	1.30	 15	14	1.07
ATMI	32.01	35.11	 10	1.62	 22	19	1.14
LRCX	54.31	59.16	  9	4.22	 14	18	0.76
NVLS*	29.16	31.54	  8	1.71	 18	18	1.03
MTSN	10.56	11.25	  7	0.81	 14	43	0.32
ASML	28.64	30.27	  6	1.99	 15	15	1.00
AMAT*	20.48	21.46	  5	1.30	 17	17	0.99
KLIC	11.05	11.50	  4	0.82	 14	14	1.02
CYMI	40.00	40.66	  2	2.93	 14	20	0.69
ASYT	 7.36	 7.40	  1	0.85	  9	14	0.62
PHTN	11.07	11.13	  1	0.02	557	18     30.36
COHU	22.94	22.94	  0	1.08	 21	20	1.06
UTEK	13.01	12.92	 -1	0.42	 31	20	1.51
VECO	21.10	20.91	 -1	1.23	 17	15	1.10
PLAB	15.54	15.25	 -2	1.01	 15	14	1.07
FSII	 3.12	 3.05	 -2	0.08	 38	17	2.29
TER*	17.88	17.44	 -2	0.91	 19	14	1.33
EGLS	 2.56	 2.49	 -3			22
CMOS	 3.94	 3.82	 -3	0.35	 11	15	0.73
LTXX	 5.73	 5.55	 -3	0.31	 18	20	0.90
SMTL	 9.51	 9.13	 -4	0.48	 19	17	1.14
WFR	62.66	57.72	 -8	3.90	 15	34	0.43
TOTALS 496.57  512.13	  3    30.52	 17
SOX-X  529.89  536.87	  1
COMPQX2707.00 2687.60	 -1
SMH	40.19	39.88	 -1
DJ-30	13907	13851	  0
S&P-5 1552.50 1534.10	 -1
* STOCKS INCLUDED IN SOX INDEX