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Technology Stocks : FSII - The Worst is Over? -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (2607)	2/11/2000 11:23:00 PM
From: Donald Wennerstrom	Respond to of 2754

Today the number of losers was greater than the number of winners by 26 to 11, but for the week, the performance of the group was very good. The group was up 6 percent while the SOX-X was up 5 percent. 28 of the stocks in the group were up, 1 stayed the same and 6 were down. 2/4/00 2/11/00 CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE LTXX LTX 29.88 41.50 39 SFAM SpeedFAM 20.00 25.25 26 EGLS Electroglas 31.63 37.50 19 TGAL Tegal 6.09 7.22 19 BRKS Brooks Automation 58.00 67.75 17 CMOS Credence Systems 95.13 110.56 16 SMTL Semitool 31.50 36.50 16 ETEC Etec System 89.94 102.13 14 AMAT Applied Materials * 145.38 165.00 13 IMSC Integrated Measurement Systems 19.05 21.13 11 SVGI Silicon Valley Group 24.06 26.50 10 ASYT Asyst Technologies 40.22 43.63 8 KLIC Kulicke & Soffa Industries 61.00 66.06 8 UTEK Ultratech Stepper 15.06 16.30 8 PRIA Pri Automation 72.81 77.75 7 GSNX Gasonics 34.25 36.25 6 HELX Helix Technology 52.91 55.97 6 FSII FSI International 17.88 18.88 6 MASK Align-Rite International 24.19 25.50 5 KLAC KLA Instruments * 65.94 68.50 4 WFR MEMC Electronic Materials 17.05 17.69 4 TER Teradyne * 72.75 75.38 4 PHTN Photon Dynamics 58.50 60.00 3 LRCX Lam Research 137.06 140.19 2 PLAB Photronics 32.31 33.00 2 NVLS Novellus Systems * 53.31 54.25 2 COHU Cohu 45.75 46.25 1 ATMI ATMI Inc 43.81 44.19 1 DPMI Dupont Photomasks 56.50 56.50 0 ASML ASM Lithography Holdings 137.00 134.25 -2 NANO Nanometrics 27.25 26.69 -2 MTSN Mattson Technology 36.88 36.00 -2 VECO Veeco Instruments 61.38 58.50 -5 CYMI Cymer 60.88 55.63 -9 CFMT CFM Technologies 14.50 13.00 -10 TOTALS 1789.85 1901.40 6 SOX-X Phili Semiconductor Index 868.02 912.19 5 * Component of 16 stock SOX-X Index

To: Donald Wennerstrom who wrote (2607)	2/11/2000 11:41:00 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 2754

It is time for a 6 week checkup on the semi-equips. The results are outstanding as the table shows below. The group is up 37 percent over the 6 week period while the SOX-X is up 31 percent. Note that all 4 components of the semi-equip sector that are a part of the 16 component SOX-X are in the lower half of the table. 12/31/99 2/11/00 CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE SMTL Semitool 15.00 36.50 143 ETEC Etec System 44.88 102.13 128 MTSN Mattson Technology 17.13 36.00 110 BRKS Brooks Automation 32.56 67.75 108 SFAM SpeedFAM 12.94 25.25 95 LTXX LTX 22.38 41.50 85 GSNX Gasonics 19.75 36.25 84 FSII FSI International 11.50 18.88 64 KLIC Kulicke & Soffa Industries 42.56 66.06 55 PHTN Photon Dynamics 38.75 60.00 55 IMSC Integrated Measurement Systems 14.13 21.13 50 SVGI Silicon Valley Group 17.75 26.50 49 COHU Cohu 31.00 46.25 49 EGLS Electroglas 25.38 37.50 48 WFR MEMC Electronic Materials 12.25 17.69 44 CFMT CFM Technologies 9.69 13.00 34 ATMI ATMI Inc 33.06 44.19 34 ASYT Asyst Technologies 32.78 43.63 33 NVLS Novellus Systems * 40.84 54.25 33 NANO Nanometrics 20.13 26.69 33 AMAT Applied Materials * 126.69 165.00 30 CMOS Credence Systems 86.50 110.56 28 LRCX Lam Research 111.56 140.19 26 VECO Veeco Instruments 46.81 58.50 25 HELX Helix Technology 44.81 55.97 25 KLAC KLA Instruments * 55.69 68.50 23 CYMI Cymer 46.00 55.63 21 ASML ASM Lithography Holdings 113.75 134.25 18 DPMI Dupont Photomasks 48.25 56.50 17 MASK Align-Rite International 21.94 25.50 16 PRIA Pri Automation 67.13 77.75 16 PLAB Photronics 28.63 33.00 15 TER Teradyne * 66.00 75.38 14 UTEK Ultratech Stepper 16.13 16.30 1 TGAL Tegal 8.84 7.22 -18 TOTALS 1383.19 1901.40 37 SOX-X Phili Semiconductor Index 695.38 912.19 31 * Component of 16 stock SOX-X Index