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

To: Donald Wennerstrom who wrote (650)	6/2/2001 8:30:57 PM
From: Donald Wennerstrom	Respond to of 95946

Here is the same data as the last post sorted by PE/G. 5/25/01 6/1/01 FST CALL NEXT FST CALL CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G PLAB 25.56 23.95 -6 1.60 15 23 0.65 UTEK 22.15 19.75 -11 1.19 17 25 0.66 SMTL 12.25 11.73 -4 0.83 14 21 0.68 VECO 53.25 47.29 -11 2.63 18 25 0.72 PRIA 18.93 17.34 -8 0.76 23 30 0.76 MTSN 18.36 18.45 0 0.95 19 25 0.78 CYMI 30.97 29.85 -4 1.20 25 28 0.90 DPMI 48.65 49.67 2 2.47 20 22 0.91 ATMI 27.93 28.33 1 1.52 19 20 0.93 IMSC 21.02 19.05 -9 1.00 19 20 0.95 ASYT 20.75 18.62 -10 0.76 25 25 0.98 ASML 25.08 23.70 -6 0.95 25 25 1.01 FSII 11.90 11.57 -3 0.45 26 23 1.14 NVLS 52.37 50.40 -4 1.74 29 25 1.16 COHU 22.00 21.19 -4 1.00 21 18 1.18 HELX 29.25 29.51 1 0.98 30 25 1.20 NANO 27.26 29.25 7 0.83 35 25 1.41 BRKS 54.00 52.88 -2 1.47 36 25 1.44 TER 44.49 41.75 -6 1.19 35 23 1.53 AMAT 53.71 51.32 -4 1.12 46 25 1.83 KLAC 56.61 52.73 -7 1.02 52 25 2.07 PHTN 33.02 31.65 -4 0.51 62 25 2.48 KLIC 17.14 15.05 -12 0.30 50 20 2.51 LRCX 30.40 28.45 -6 0.48 59 21 2.89 LTXX 27.15 26.09 -4 0.31 84 20 4.21 EGLS 16.96 16.40 -3 0.17 96 22 4.39 CMOS 24.15 21.60 -11 -0.03 21 SFAM 5.40 4.56 -16 -1.40 18 TGAL 2.94 2.88 -2 19 WFR 7.90 6.98 -12 -1.50 20 TOTALS 841.55 801.99 -5 24.50 33 SOX-X 654.64 617.60 -6 COMPQX2251.03 2149.44 -5

To: Donald Wennerstrom who wrote (650)	6/2/2001 9:04:31 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95946

Don, I know this is probably not strategy of anyone else on the thread but the SOX is currently bouncing up and down in a trading range as we wait for the industry fundamentals to actually improve. Current fundamentals are poor but they will improve. I am on board now and will not take any profits until the SOX is back above 700. INTC got some strong buying at the end of the week so this could happen fairly soon. If we get enough companies making positive statements about the future we will eventually get our sustainable breakout. Great work on sharing the PE's and PEG's on the Semi Equipment stocks. They are seeing very good support in my opinion and this week should be very good. RtS