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

To: Donald Wennerstrom who wrote (644)	5/26/2001 5:25:43 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95790

This is the update for the group weekly performance. The group is up 1 percent, the SOX-X stayed the same, and the NASDAQ was up 2 percent. 5/18/01 5/25/01 FST CALL NEXT FST CALL CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G COHU 19.16 22.00 15 1.00 22 18 1.22 PHTN 29.00 33.02 14 0.51 65 25 2.59 MTSN 16.51 18.36 11 0.88 21 25 0.83 ATMI 25.57 27.93 9 1.52 18 20 0.92 TGAL 2.75 2.94 7 20 EGLS 16.10 16.96 5 0.17 100 22 4.53 NANO 26.11 27.26 4 0.83 33 25 1.31 FSII 11.41 11.90 4 0.45 26 23 1.18 PRIA 18.16 18.93 4 0.76 25 30 0.83 KLIC 16.45 17.14 4 0.30 57 20 2.86 TER 42.70 44.49 4 1.19 37 23 1.63 HELX 28.37 29.25 3 0.98 30 25 1.19 KLAC 55.46 56.61 2 1.02 56 25 2.22 CMOS 24.06 24.15 0 -0.03 21 IMSC 20.95 21.02 0 1.00 21 20 1.05 BRKS 53.95 54.00 0 1.47 37 25 1.47 VECO 53.43 53.25 0 2.63 20 25 0.81 ASYT 20.90 20.75 -1 0.76 27 25 1.09 UTEK 22.47 22.15 -1 1.19 19 25 0.74 LRCX 31.10 30.40 -2 0.48 63 21 3.09 AMAT 55.00 53.71 -2 1.12 48 25 1.90 DPMI 50.00 48.65 -3 2.47 20 22 0.90 CYMI 32.05 30.97 -3 1.20 26 28 0.94 LTXX 28.15 27.15 -4 0.31 88 20 4.38 WFR 8.20 7.90 -4 -1.50 20 NVLS 54.55 52.37 -4 1.74 30 25 1.20 PLAB 26.70 25.56 -4 1.60 16 23 0.69 SMTL 12.88 12.25 -5 0.83 15 21 0.71 ASML 26.59 25.08 -6 0.99 25 25 1.03 SFAM 5.87 5.40 -8 -1.44 18 TOTALS 834.60 841.55 1 24.43 34 SOX-X 657.43 654.64 0 COMPQX2198.88 2251.03 2

To: Donald Wennerstrom who wrote (644)	5/28/2001 9:25:23 PM
From: Return to Sender	Respond to of 95790

Global Chip Market Seen Down in '01 TOKYO (Reuters) - The global semiconductor market will likely shrink 13.5 percent in 2001 to $176.79 billion because of sluggish demand for PCs and cellphones, the World Semiconductor Trade Statistics (WSTS) group said on Monday. The forecast is a sharp downturn from a 36.8 percent jump the previous year to a record $204.39 billion and would mark the biggest decline in a decade. WSTS, which represents about 70 chipmakers worldwide, last October predicted 20 percent growth in the chip market for 2001, but a sudden slowdown in demand for information-technology products late last year has taken its toll. The industry group said demand for personal computers and mobile handsets could pick up in the second half of this year. It forecast 5.3 percent quarter-on-quarter growth for the July-September period and 7.3 percent growth in October-December. ``But demand for semiconductors that are used in the infrastructure of the Internet, which was a growth driver last year, may remain sluggish in 2001,'' said Osamu Yamashiro, head of WSTS Japan. The DRAM -- dynamic random-access memory -- segment of the semiconductor market is also expected to remain depressed, diminishing 36 percent to $18.5 billion this year. The industry group said the global chip market would likely return to growth in 2002, expanding 13.9 percent to $201.4 billion. In Japan, the WSTS forecast the semiconductor market would dwindle 7.2 percent to $43.38 billion in 2001. Yamashiro said the Japanese market would likely remain relatively buoyant, however, because of strong demand for notebook computers and mobile handsets. He added digital home appliances could boost Japanese chip demand. dailynews.yahoo.com Thank you Don for updating the earnings estimates for us! RtS