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


To: Donald Wennerstrom who wrote (553)5/11/2001 7:04:03 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95952
 
Here are the results for the week for the semi-equips.
Notice that the column on "Long Term Growth" now uses First
Call data rather than Zack's data. The spread from top to
bottom is very wide this week, but at the bottom line, the
group had no movement while both the SOX-X and NASDAQ were
down 4 percent.

5/4/01 5/11/01 FST CALL NEXT FST CALL
CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM
SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G
LTXX 24.08 28.10 17 0.79 36 25 1.43
ASYT 16.10 17.83 11 0.79 23 25 0.90
LRCX 27.48 29.94 9 0.49 61 20 3.06
TER 35.70 38.73 8 1.19 33 23 1.42
DPMI 50.43 53.44 6 2.51 21 22 0.95
FSII 10.09 10.60 5 0.45 24 23 1.05
VECO 48.04 49.85 4 2.63 19 25 0.76
CMOS 22.85 23.63 3 0.39 61 21 2.96
KLIC 14.82 15.25 3 0.30 51 20 2.54
EGLS 16.13 16.46 2 0.17 97 22 4.40
COHU 18.48 18.75 1 1.00 19 18 1.04
ATMI 24.47 24.80 1 1.52 16 20 0.82
AMAT 51.53 51.71 0 1.68 31 25 1.22
KLAC 50.82 50.83 0 1.02 50 25 1.99
BRKS 54.69 54.58 0 1.46 37 23 1.64
TGAL 3.00 2.97 -1 -0.24 20
CYMI 32.02 31.43 -2 1.40 22 28 0.82
SMTL 11.00 10.76 -2 0.83 13 21 0.62
MTSN 16.82 16.43 -2 0.75 22 25 0.88
PLAB 28.37 27.60 -3 1.81 15 23 0.66
NANO 24.56 23.84 -3 0.83 29 25 1.15
SFAM 5.75 5.58 -3 -1.44 18
SVGI 34.31 33.06 -4 -0.05 21
NVLS 50.95 49.09 -4 1.72 29 25 1.14
PRIA 18.33 17.60 -4 0.76 23 30 0.77
ASML 26.83 25.71 -4 1.00 26 25 1.04
IMSC 14.13 13.40 -5 1.05 13 20 0.64
HELX 28.92 27.40 -5 1.13 24 25 0.97
UTEK 24.24 22.24 -8 1.19 19 25 0.75
PHTN 30.53 27.80 -9 0.51 55 25 2.18
WFR 8.75 7.56 -14 -1.50 20
TOTALS 824.22 826.97 0 26.14 32
SOX-X 639.53 616.78 -4
COMPQX2191.53 2107.43 -4