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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (193)	12/2/2000 8:14:18 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95823

The market doesn't care much what happened in the past, but I thought I would make a couple of posts anyway to show the huge difference between stock prices and TTM revenue and net income performance for the group for the period of 9/15 to 12/1, a period of 11 weeks. During that time, many stocks reported quarterly results. The data in the table below is compiled from DailyStocks. The first table below shows TTM revenue, the next post will show TTM net income. 9/15/00 12/1/00 TRAILING TRAILING 9/15/00 12/1/00 12 MONS 12 MONS CLOSE CLOSE PERCENT REVENUE REVENUE PERCENT SYMBOL PRICE PRICE CHANGE (M) (M) CHANGE AMAT 73.13 38.56 -47 8155 9564 17 ASML 35.00 21.00 -40 1712 1712 0 ASYT 21.00 11.13 -47 322 408 27 ATMI 24.50 16.88 -31 251 285 13 BRKS 42.63 24.94 -41 246 321 31 CFMT 9.69 5.34 -45 47 47 0 CMOS 43.88 21.13 -52 540 680 26 COHU 18.00 14.06 -22 295 311 5 CYMI 37.13 21.25 -43 304 343 13 DPMI 64.88 43.94 -32 328 355 8 EGLS 20.44 13.50 -34 192 215 12 FSII 15.88 8.88 -44 177 220 24 GSNX 17.00 13.56 -20 126 126 0 HELX 36.44 25.88 -29 190 220 16 IMSC 16.88 13.00 -23 65 68 5 KLAC 49.88 27.75 -44 1499 1760 17 KLIC 14.63 9.25 -37 824 899 9 LRCX 23.94 14.81 -38 1231 1421 15 LTXX 21.81 11.88 -46 306 347 14 MTSN 18.97 10.34 -45 158 187 18 NANO 45.00 13.06 -71 57 68 19 NVLS 55.06 26.13 -53 947 1151 22 PHTN 45.00 25.69 -43 69 82 19 PLAB 24.00 16.44 -31 268 268 0 PRIA 26.38 21.00 -20 266 300 13 SFAM 13.94 5.25 -62 274 299 9 SMTL 12.50 10.25 -18 205 205 0 SVGI 25.25 26.69 6 792 842 6 TER 51.88 31.50 -39 2453 2804 14 TGAL 4.19 1.94 -54 27 36 31 UTEK 17.13 18.50 8 121 133 10 VECO 99.88 38.25 -62 281 315 12 WFR 15.63 7.44 -52 759 799 5 TOTAL 1041.55 609.22 -42 23485 26791 14 SOX-X 974.59 538.35 -45 COMPQX3835.23 2645.29 -31