Another slice at looking at the performance of the semi-equips from
1995 until the present is to compare the low point of the group in
1995 to Friday's close.
By "eyeballing" the charts that make up the group it is easy to see
that the low point of the group sum occurred in the Jan/Feb time
frame. Rather that carefully analyze the exact date of the low point
point, the date of Friday, 1/27/95 (nearly 4 years ago) was chosen.
It is believed this date, if not the exact low, would provide a sum
value within a very few percentage points of the exact low.
Of the group of 41 stocks, only 27 have data available for that date.
All 41 stocks are shown in the table below, but the sum values are
for the 27 stocks only. Of the 27 stocks, 15 are up and 12 are down.
The spread is very wide running from NANO, up 1307 percent to ASEC,
down 84 percent. The sum value of the group of 27 is up 40 percent.
In summary, this table shows the absolute best case performance of
each of the 27 stocks over the past, nearly 4 year period, with a
"buy and hold" philosophy. Buying later in the year, past the
Jan/Feb time frame, would only provide worse performance. The
absolute worst case performance was essentially provided in the
previous post.
01/27/95 12/18/98
CLOSE CLOSE PERCENT
SYMBOL COMPANY PRICE PRICE CHANGE
DPMI Dupont Photomasks 43.50
SFLX Smartflex Systems 7.00
SMTL Semitool 5.75
CYMI Cymer 16.56
ETEC Etec System 40.00
PHTN Photon Dynamics 4.13
MASK Align-Rite International 13.00
SFAM SpeedFAM 15.00
IMSC Integrated Measurement Systems 8.00
TGAL Tegal 3.38
ASMLF ASM Lithography Holdings 28.88
BRKS Brooks Automation 15.63
WFR MEMC Electronic Materials 9.56
CFMT CFM Technologies 7.19
NANO Nanometrics 0.56 7.88 1307
VECO Veeco Instruments 8.88 50.63 470
AMAT Applied Materials 10.10 45.44 350
ATMI ATMI Inc 6.13 22.75 271
PRIA Pri Automation 8.38 24.25 189
NVLS Novellus Systems 22.44 53.88 140
PLAB Photronics 9.86 23.50 138
TER Teradyne 17.25 40.88 137
KLIC Kulicke & Soffa Industries 10.28 18.38 79
KLAC KLA Instruments 26.00 43.44 67
ASYT Asyst Technologies 12.25 19.81 62
COHU Cohu 13.75 21.19 54
HELX Helix Technology 8.81 12.63 43
CMOS Credence Systems 14.76 17.88 21
MICN Micrion 9.63 10.75 12
UTEK Ultratech Stepper 18.94 17.56 -7
EGLS Electroglas 15.13 12.50 -17
GSNX Gasonics 10.34 8.06 -22
MTSN Mattson Technology 9.50 7.06 -26
IPEC Integrated Process Equipment 15.00 10.25 -32
WJ Watkins Johnson 32.38 20.25 -37
LTXX LTX 5.19 2.94 -43
SVGI Silicon Valley Group 19.50 10.75 -45
FSII FSI International 14.00 7.34 -48
LRCX Lam Research 39.25 18.88 -52
AFLX Adflex Solutions 17.75 7.25 -59
ASEC Aseco 8.81 1.38 -84
TOTALS 384.87 537.51 40 |
