MB Index of 20 Leading Semiconductor Equipment Stocks Message Board

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Technology Stocks : MB Index of 20 Leading Semiconductor Equipment Stocks

AMAT 232.55

-1.4%

Oct 30 3:59 PM EDT

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To: Jeffers Hughes who wrote (47)	10/24/1998 4:38:00 AM
From: rairden	Read Replies (1) of 50

If anyone is interested... I ran across this old inactive thread tonight and felt compelled to plug in today's numbers. Read Mason's earlier posts for explanation of his index. His model portfolio started with $100 of each issue, except $200 of AMAT. Fractional shares indicated in first column. Mason apparently cut his losses (if any) last December and figured he'd get back to this list "sometime in the next two years." (reply-44) Current posts on other threads indicate that his sometime might be now. (hi Mason...) 12-month 10/9/98 2-week 10/23/98 10/15/97 10/9/98 percent index 10/23/98 percent index Symbol Shares price close change value close change value AMAT 4.08 49 23.63 -52 93.84 33.24 +44 135.62 ASMLF 2.06 48.5 13.63 -72 28.08 23.13 +70 47.64 ASYT 2.78 36 6.19 -83 17.21 12.19 +97 33.89 BRKS 2.50 40 8.63 -78 21.58 13.00 +51 32.50 CMOS 2.27 44 10.06 -77 22.84 12.88 +28 29.24 COHU 1.96 51 15.38 -70 30.14 16.88 +10 33.08 CYMI 3.22 31 8.00 -74 25.76 14.13 +77 45.50 EGLS 4.00 25 9.25 -63 37.00 12.81 +38 51.24 HELX 3.44 29 8.63 -70 29.69 10.50 +22 36.12 KLAC 1.32 76 25.00 -67 33.00 33.94 +36 44.80 KLIC 2.74 36.5 11.56 -68 31.67 15.13 +31 41.46 LRCX 2.38 42 9.91 -76 23.59 14.63 +48 34.82 NVLS 1.61 62 23.06 -63 37.13 37.69 +63 60.68 PRIA 1.92 52 10.63 -80 20.41 17.63 +66 33.85 SFAM 1.69 59 10.13 -83 17.12 14.38 +42 24.30 SMTL 5.00 20 5.00 -75 25.00 7.63 +53 38.15 SVGI 3.03 33 6.88 -79 20.85 9.13 +33 27.66 TER 1.79 56 18.00 -68 32.22 30.44 +69 54.49 UTEK 3.03 33 15.38 -53 46.60 18.13 +18 54.93 Total 594/2000 860/2000 70% loss 57% loss That's quite a recovery in the past two weeks; a 45 percent gain. Hope I didn't miss any splits (ASMLF was the only one I found). See Donald Wennerstrom's posts on FSII thread for a more comprehensive and continuously maintained index of semi-equip issues. Message 6144270 (Saved me the effort of looking up these prices. Thanks Donald.)

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