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

To: The Ox who wrote (739)	6/26/2001 5:46:23 PM
From: w0z	Respond to of 95632

IMHO SFAM is not very well managed and never made a profit during the latest cycle peak. I sold my SFAM last year when I discovered I held more than their CEO! Take a look at the latest holdings here (CEO Richard Faubert is not even listed as holding ANY shares now): biz.yahoo.com P.S. Richard Hill (NVLS CEO) is on the board and a takeover by NVLS is probably your best bet!

To: The Ox who wrote (739)	6/26/2001 5:56:17 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95632

Here is the group update for the week closing last Friday, 6/22. The group is down 3 percent for the week, the SOX is down 4 percent and the NASDAQ stayed the same. 6 stocks were up, 2 stayed the same and 22 were down. 6/15/01 6/22/01 FST CALL NEXT FST CALL CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G DPMI 45.01 47.75 6 1.48 32 22 1.47 EGLS 16.26 16.77 3 0.17 99 22 4.48 FSII 11.11 11.29 2 0.45 25 23 1.12 NVLS 51.21 51.97 1 1.66 31 25 1.25 PLAB 22.95 23.20 1 1.55 15 23 0.65 UTEK 20.97 21.15 1 1.19 18 25 0.71 LRCX 28.44 28.50 0 0.48 59 21 2.90 KLAC 54.64 54.60 0 1.01 54 25 2.16 ATMI 27.40 26.93 -2 0.93 29 20 1.45 AMAT 49.91 49.05 -2 1.12 44 25 1.75 PRIA 16.02 15.74 -2 0.76 21 30 0.69 CMOS 21.02 20.52 -2 -0.03 21 COHU 19.90 19.40 -3 1.00 19 18 1.08 IMSC 18.70 18.23 -3 1.00 18 20 0.91 WFR 6.90 6.70 -3 -1.50 20 HELX 30.61 29.70 -3 0.98 30 25 1.21 ASML 22.35 21.68 -3 0.78 28 25 1.13 BRKS 50.00 48.36 -3 1.47 33 25 1.32 SMTL 11.17 10.65 -5 0.83 13 21 0.62 KLIC 15.16 14.45 -5 0.30 48 20 2.41 SFAM 3.77 3.56 -6 -1.40 18 VECO 38.50 36.35 -6 2.62 14 25 0.55 PHTN 24.82 23.18 -7 0.51 45 25 1.82 LTXX 27.00 25.18 -7 0.24 105 20 5.25 MTSN 17.45 15.91 -9 0.95 17 25 0.67 CYMI 28.69 26.11 -9 1.20 22 28 0.79 TGAL 3.14 2.80 -11 ASYT 17.70 15.60 -12 0.80 20 25 0.78 NANO 27.12 23.80 -12 0.83 29 25 1.15 TER 40.22 34.90 -13 1.19 29 23 1.28 TOTALS 768.14 744.03 -3 22.57 33 SOX-X 608.92 586.31 -4 COMPQX2028.43 2034.84 0