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

To: Donald Wennerstrom who wrote (2639)	5/4/2000 2:36:00 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 2754

I decided to do a little data manipulation on the semi- equips based on yesterday's closing prices, recent consensus earnings and projected long term growth rates. The data is presented below. Strange things happen in the market on any given day! The stock, KLIC, in first place in the table had the largest decrease in value yesterday, down 12.2 percent. CMOS, in second place in the table, was down five percent. KLIC is selling for a next year's PE of 13, while CMOS is selling for 29. There is a difference in long term growth rate of 18 versus 24 percent, but this wouldn't seem to be enough to cause this kind of price disparity. LONG 5/3/00 NEXT SUM TERM CLOSE EARNINGS EST YEAR 2 YR GROWTH SYMBOL PRICE CURR YR NEXT YR PE EARN RATE KLIC 67.44 3.49 5.10 13 8.59 18 CMOS 134.75 3.38 4.61 29 7.99 24 TER 100.19 2.88 3.87 26 6.75 25 AMAT 94.50 2.13 2.97 32 5.10 24 COHU 40.00 2.37 2.72 15 5.09 20 NVLS 60.94 2.01 2.64 23 4.65 28 VECO 61.88 1.78 2.66 23 4.44 24 HELX 54.75 1.75 2.44 22 4.19 28 DPMI 59.50 1.55 2.56 23 4.11 20 EGLS 38.00 1.95 2.10 18 4.05 20 BRKS 80.00 1.47 2.48 32 3.95 24 CYMI 39.81 1.44 2.28 17 3.72 38 ASYT 52.88 1.53 2.07 26 3.60 26 ATMI 37.56 1.36 1.91 20 3.27 30 KLAC 62.44 1.23 1.97 32 3.20 25 LRCX 39.00 1.31 1.77 22 3.08 22 SVGI 27.13 1.20 1.84 15 3.04 20 PRIA 78.00 0.98 1.97 40 2.95 29 MTSN 45.13 0.96 1.60 28 2.56 28 GSNX 32.75 1.01 1.55 21 2.56 23 PHTN 67.25 1.13 1.43 47 2.56 30 PLAB 30.38 0.91 1.49 20 2.40 22 IMSC 16.88 0.92 1.20 14 2.12 20 LTXX 41.75 0.75 1.35 31 2.10 26 NANO 43.13 0.83 1.17 37 2.00 25 ASML 38.75 0.79 1.18 33 1.97 27 SMTL 19.63 0.62 0.94 21 1.56 18 MASK 23.63 1.11 1.11 20 UTEK 14.63 0.25 0.65 23 0.90 27 SFAM 14.31 -0.52 0.88 16 0.36 24 TGAL 4.55 0.08 0.08 20 FSII 13.75 -0.51 0.52 26 0.01 22 CFMT 8.94 -0.75 0.30 30 -0.45 20 WFR 16.13 -1.18 0.01 1613 -1.17 20 TOTAL 1560.36 40.21 62.23 25 102.44 24

To: Donald Wennerstrom who wrote (2639)	5/9/2000 7:15:00 PM
From: geoffrey Wren	Read Replies (1) \| Respond to of 2754

Donald, I have been unable to find any information on the S&P Semiconductor Equipment Index. I would surmise it is a weighted index, with AMAT being a large component, based on how it seems to have a strong correlation to AMAT's movements. Personally, I prefer as a reference an unweighted index, since as an investor I am not going to hold more AMAT than COHU, simply because AMAT has a much bigger market cap. (Actually I don't even own AMAT, but that is another issue). One of these days YAHOO will have more information on the index, I hope.