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

To: Donald Wennerstrom who wrote (2652)	5/26/2000 8:14:00 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 2754

This is a follow-up to the last post. The table below is sorted by next year's PE. Note that the PE of the total group is only 17. Not that anybody is looking at the bargains in the semi-equip stocks these days. HIGHEST 2000 5/26/00 NEXT SUM CLOSE CLOSE PERCENT YEAR 2 YR SYMBOL PRICE PRICE CHANGE PE EARN KLIC 86.00 43.63 -49 8 8.81 SMTL 23.69 12.00 -49 9 2.08 EGLS 43.44 24.88 -43 11 4.38 IMSC 24.06 14.13 -41 12 2.15 COHU 59.50 32.50 -45 12 5.15 HELX 75.38 30.81 -59 12 4.37 CYMI 65.25 27.69 -58 12 3.80 PLAB 45.13 20.25 -55 14 2.39 CMOS 74.59 47.19 -37 14 5.69 SVGI 32.38 24.44 -25 14 2.87 SFAM 28.81 12.88 -55 14 0.36 NVLS 69.94 40.88 -42 15 4.81 LRCX 55.56 27.88 -50 15 3.13 VECO 114.00 42.00 -63 16 4.39 LTXX 50.25 22.38 -55 16 2.17 GSNX 46.50 24.94 -46 16 2.58 ASYT 63.88 35.56 -44 17 3.73 UTEK 18.00 12.69 -30 17 0.89 NANO 50.69 21.75 -57 17 2.18 MTSN 49.13 29.06 -41 18 2.67 TGAL 8.97 4.13 -54 18 0.02 FSII 23.13 13.50 -42 18 0.31 BRKS 89.69 47.63 -47 18 4.17 ATMI 60.00 35.44 -41 19 3.26 TER 110.00 72.75 -34 19 6.77 DPMI 71.38 53.13 -26 20 4.26 CFMT 15.13 7.50 -50 21 -0.40 PRIA 87.63 46.81 -47 22 3.19 KLAC 97.44 45.44 -53 22 3.27 AMAT 114.88 74.31 -35 23 5.52 ASML 50.05 35.56 -29 30 1.98 PHTN 90.38 51.13 -43 36 2.60 MASK 33.50 17.00 -49 0.84 WFR 23.75 13.81 -42 -1.25 TOTAL 1952.11 1065.68 -45 17 103.14 SOX-X 1332.43 909.66 -32 16 3.03 COMQX 5048.62 3205.11 -37 * Component of 16 stock SOX-X Index

To: Donald Wennerstrom who wrote (2652)	5/29/2000 1:12:00 AM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 2754

While the semi-equip group was down 13 percent last week, the loss in the group for the year has been concentrated in the last 4 weeks. All stocks in the group sustained losses, going from DPMI at 5 percent to LTXX at 51 percent. The group loss was 32 percent while the SOX-X was down 22 percent and the NASDAQ was down 17 percent. While the SOX-X was down 22 percent, the 4 semi-equips as a part of the 16 stock SOX-X index, AMAT, TER, NVLS and KLAC were down 27, 34, 39 and 39 percent respectively indicating a big drag on the index. 4/28/00 5/26/00 CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE DPMI Dupont Photomasks 56.06 53.13 -5 ATMI ATMI Inc 38.50 35.44 -8 FSII FSI International 14.94 13.50 -10 ASML ASM Lithography Holdings 40.00 35.56 -11 SVGI Silicon Valley Group 28.50 24.44 -14 COHU Cohu 38.06 32.50 -15 UTEK Ultratech Stepper 14.94 12.69 -15 CFMT CFM Technologies 9.00 7.50 -17 TGAL Tegal 5.00 4.13 -17 SFAM SpeedFAM 15.81 12.88 -19 WFR MEMC Electronic Materials 17.38 13.81 -21 GSNX Gasonics 33.00 24.94 -24 AMAT Applied Materials * 101.81 74.31 -27 IMSC Integrated Measurement Systems 19.55 14.13 -28 CYMI Cymer 39.06 27.69 -29 MASK Align-Rite International 24.06 17.00 -29 PHTN Photon Dynamics 74.00 51.13 -31 VECO Veeco Instruments 62.13 42.00 -32 ASYT Asyst Technologies 53.50 35.56 -34 TER Teradyne * 110.00 72.75 -34 CMOS Credence Systems 71.38 47.19 -34 EGLS Electroglas 38.75 24.88 -36 NVLS Novellus Systems * 66.69 40.88 -39 PLAB Photronics 33.31 20.25 -39 LRCX Lam Research 45.88 27.88 -39 KLAC KLA Instruments * 74.88 45.44 -39 HELX Helix Technology 51.06 30.81 -40 SMTL Semitool 20.03 12.00 -40 MTSN Mattson Technology 49.13 29.06 -41 PRIA Pri Automation 79.88 46.81 -41 NANO Nanometrics 38.38 21.75 -43 KLIC Kulicke & Soffa Industries 78.31 43.63 -44 BRKS Brooks Automation 89.69 47.63 -47 LTXX LTX 45.75 22.38 -51 TOTALS 1578.42 1065.68 -32 SOX-X Phili Semiconductor Index 1171.64 909.66 -22 COMPQX Nasdaq Composite Index 3860.88 3205.11 -17 * Component of 16 stock SOX-X Index