To: Proud_Infidel who wrote (4309 ) 9/22/2000 11:30:27 PM From: Donald Wennerstrom Read Replies (3) | Respond to of 5482 Based on the closing prices today, a chart has been assembled showing the difference between the price today and its highest price achieved earlier this year. As you pointed out, many of the stocks are roughly 50 percent of their highest value this year. Specifically, of the 33 stocks, 18 are 50 percent, or lower, than their highest value this year. Earnings estimates from First Call were updated yesterday as well as the long term growth estimates from Zacks. During this past cycle, 10 of the stocks in the list have split. These are AMAT, ASML, ASYT, CMOS, COHU, KLAC, LRCX, NVLS, SMTL, and TER. HIGHEST 2000 9/22/00 NEXT SUM LONG CLOSE CLOSE PERCENT YEAR 2 YR TERM SYMBOL PRICE PRICE CHANGE PE EARN GROWTH PE/G UTEK 19.38 17.13 -12 22 0.97 28 0.81 NANO 59.00 52.00 -12 31 2.60 33 0.96 DPMI 78.81 64.00 -19 15 7.14 22 0.66 VECO 114.00 90.25 -21 32 4.16 24 1.33 NVLS 69.94 52.75 -25 19 5.32 28 0.69 SVGI 33.25 23.94 -28 13 3.12 17 0.75 ASML 50.05 32.63 -35 27 2.02 23 1.16 IMSC 24.06 15.50 -36 14 2.21 20 0.69 FSII 23.13 14.50 -37 12 1.21 23 0.53 AMAT 114.88 70.00 -39 21 5.94 25 0.82 WFR 23.75 14.25 -40 30 -0.29 20 1.52 SMTL 23.69 13.88 -41 13 1.98 15 0.85 PHTN 90.38 49.53 -45 32 2.74 30 1.06 CFMT 15.63 8.50 -46 -2.48 PLAB 45.13 24.25 -46 17 2.33 36 0.32 CMOS 74.59 35.88 -52 10 6.98 24 0.40 SFAM 28.81 13.13 -54 -0.13 21 KLAC 97.44 43.38 -55 19 4.86 25 0.74 TGAL 8.97 3.88 -57 7 0.51 20 0.34 BRKS 89.69 38.00 -58 16 4.26 24 0.68 LRCX 55.56 23.31 -58 10 4.44 22 0.45 HELX 75.38 31.13 -59 11 4.59 25 0.45 EGLS 43.44 17.88 -59 9 4.52 18 0.48 LTXX 50.25 20.63 -59 9 3.80 35 0.26 ATMI 60.00 23.34 -61 12 3.22 24 0.48 TER 110.00 39.00 -65 9 7.23 25 0.36 ASYT 63.88 22.00 -66 8 4.91 27 0.31 KLIC 43.00 14.44 -66 6 4.34 18 0.35 MTSN 49.13 16.25 -67 10 2.94 25 0.42 GSNX 46.50 14.25 -69 8 2.96 25 0.34 COHU 59.50 16.19 -73 7 4.26 20 0.35 PRIA 87.63 22.38 -74 17 2.03 28 0.61 TOTAL 1894.10 970.71 -49 SOX-X 1332.73 926.53 -30 COMPQX5048.62 3803.76 -25