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

To: Donald Wennerstrom who wrote (802)	7/21/2001 12:50:13 AM
From: Kirk ©	Read Replies (1) \| Respond to of 95632

my "computer system" has been acting up There are spyware programs that have infected most computers. I rid my PC of these buggers yesterday with the Ad-Aware software discussed here [ suite101.com ] and it is running much better. You might want to try that as it is easy to do. Kirk

To: Donald Wennerstrom who wrote (802)	7/21/2001 12:56:01 AM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95632

The following is a summary for the past year. It shows the constant deterioration of the earnings for the group. The trend is still down and shows no sign of abating. CUMULATIVE FIRST CALL PERCENT PERCENT PERCENT PERCENT EARNINGS EST CHANGE CHANGE CHANGE CHANGE DATE CURR YR NEXT YR CURR YR NEXT YR CURR YR NEXT YR 7/27/00 42.34 62.03 8/10/00 42.65 63.51 0.7 2.4 -2.2 -0.6 8/17/00 43.03 64.32 0.9 1.3 -1.3 0.7 8/24/00 43.04 64.59 0.0 0.4 -1.3 1.1 9/14/00 42.50 63.46 -1.3 -1.7 -2.5 -0.7 9/21/00 42.46 63.56 -0.1 0.2 -2.6 -0.5 9/28/00 42.47 63.58 0.0 0.0 -2.6 -0.5 10/5/00 42.37 63.57 -0.2 -0.0 -2.8 -0.5 10/12/00 41.75 63.24 -1.5 -0.5 -4.2 -1.0 10/19/00 43.17 61.99 3.4 -2.0 -1.0 -3.0 10/26/00 43.23 60.10 0.1 -3.0 -0.8 -5.9 11/2/00 43.99 58.80 1.8 -2.2 0.9 -8.0 11/9/00 44.04 56.96 0.1 -3.1 1.0 -10.8 11/23/00 45.03 55.60 2.2 -2.4 3.3 -13.0 11/30/00 44.91 57.72 -0.3 3.8 3.0 -9.7 12/7/00 44.38 57.29 -1.2 -0.7 1.8 -10.3 12/14/00 44.55 56.60 0.4 -1.2 2.2 -11.4 12/21/00 43.90 54.50 -1.5 -3.7 0.7 -14.7 1/4/01 43.18 52.20 -1.6 -4.2 -1.0 -18.3 1/16/01 42.31 48.30 -2.0 -7.5 -3.0 -24.4 1/25/01 39.14 47.96 -7.5 -0.7 -10.2 -24.9 2/8/01 37.91 47.09 -3.1 -1.8 -13.1 -26.3 2/15/01 36.82 47.78 -2.9 1.5 -15.6 -25.2 2/22/01 35.46 46.99 -3.7 -1.7 -18.7 -26.5 3/1/01 33.37 46.42 -5.9 -1.2 -23.5 -27.3 3/8/01 31.81 44.63 -4.7 -3.9 -27.0 -30.1 3/22/01 30.28 42.89 -4.8 -3.9 -30.6 -32.9 3/29/01 26.23 36.27 -13.4 -15.4 -39.8 -43.2 4/5/01 23.49 32.81 -10.4 -9.5 -46.1 -48.6 4/19/01 22.21 30.60 -5.4 -6.7 -49.1 -52.1 4/26/01 21.95 30.11 -1.2 -1.6 -49.7 -52.9 5/10/01 15.87 26.19 -27.7 -13.0 -63.6 -59.0 5/17/01 14.96 24.98 -5.7 -4.6 -65.7 -60.9 5/24/01 14.37 24.43 -3.9 -2.2 -67.0 -61.8 5/31/01 13.96 24.50 -2.9 0.3 -68.0 -61.7 6/7/01 13.59 23.76 -2.7 -3.0 -68.8 -62.8 6/20/01 13.15 23.97 -3.2 0.9 -69.8 -62.5 6/28/01 11.39 21.14 -13.4 -11.8 -73.9 -66.9 7/12/01 10.11 19.75 -11.2 -6.6 -76.8 -69.1 7/19/01 9.15 18.38 -9.5 -6.9 -79.0 -71.2

To: Donald Wennerstrom who wrote (802)	7/21/2001 1:00:17 PM
From: Return to Sender	Respond to of 95632

Semitool Announces Fiscal 2001 Third Quarter Results Fiscal Third Quarter New Order Bookings Sequentially Higher KALISPELL, Mt.--(BUSINESS WIRE)--July 20, 2001--Semitool®, Inc. (Nasdaq: SMTL - news), a leading manufacturer and supplier of wafer surface preparation and electrochemical deposition equipment to the worldwide semiconductor industry, today reported financial results for its fiscal 2001 third quarter ended June 30, 2001. Fiscal 2001 third quarter net sales were $54.6 million, a 16 percent decrease from $64.9 million for the third quarter of fiscal 2000. Sales for the first nine months of fiscal 2001 reached $195.8 million, up 16 percent from $168.8 million in the same nine-month period in the prior fiscal year. Net income for the third quarter of fiscal 2001 was $3.5 million, or $0.12 per diluted share, compared with $6.9 million or $ 0.24 per diluted share for the same quarter in fiscal 2000. Net income for the first nine months of fiscal 2001, excluding the after-tax gain of $19.6 million or $0.68 per diluted share from the sale of Semy Engineering, Inc. in the company's second quarter, was $20.1 million or $0.70 per diluted share, up 27 percent over the $15.8 million or $0.55 per diluted share earned in the same period last year. Gross margin was 51 percent for the third quarter, compared with 52 percent in the same quarter of last year and 55 percent in the second quarter of this fiscal year. Gross margin was impacted in this year's third quarter by a decline in volumes and by costs associated with the delivery of a leading-edge alpha tool to a new market niche. New order bookings in the company's fiscal 2001 third quarter were $46 million ($48 million net of one cancellation), up sequentially from $37 million ($45 million net of $8 million in cancellations) in this year's second quarter. New order bookings for electrochemical deposition and wafer surface preparation equipment were both sequentially higher, and included a multiple-unit order for electrochemical deposition equipment from a European microprocessor manufacturer. Geographically, third quarter bookings were sequentially higher in both Europe and Asia, and bookings in North America were lower, reflecting granularity of orders. Orders backlog at June 30, 2001 was $60 million, compared to $69 million at the beginning of the quarter. Commenting on the quarter, Ray Thompson, president and chief executive officer, said, ``One of the primary reasons for our revenue, earnings and margin performance during this substantial downturn in the semiconductor market has been our customers' positive reaction to our combination of innovative technology and cost-effective solutions in a range of products for electrochemical deposition and wafer surface preparation applications. During the quarter, our differentiated product offering resulted in new orders for interconnect, advanced packaging and 300 millimeter applications from both new and existing customers.'' Thompson also noted, ``We are realistic and conservative in our outlook. However. In each of the past five years, our fourth quarter bookings have been lower than the third quarter's bookings. Given our customers' cutback in capital spending, we see no indications of change to that pattern for this year's fourth quarter.'' The company also addressed its business forecast, stating that it anticipates quarterly revenues for its fiscal fourth quarter of 2001 to range from $40 to $45 million, and earnings to range from breakeven to a net loss of $0.08 per share. The company noted that this guidance does not include the effect of adopting the SEC Staff Accounting Bulletin 101 for revenue recognition, which will occur in the company's fourth quarter. Semitool will hold a conference call, broadcast over the Internet, at 11 a.m. Eastern time today, to discuss the company's operating results and its outlook. Access to the call is available through the Semitool website at www.semitool.com, and replays will be available there through August 4, 2001. biz.yahoo.com Don I hope your computer is running better? I downloaded and ran that program and was astounded by how many Ad spies I had. Thanks Kirk! RtS

To: Donald Wennerstrom who wrote (802)	7/21/2001 1:01:05 PM
From: Return to Sender	Respond to of 95632

That did not work worth a damn! - Sorry biz.yahoo.com Novellus falls after announcing convertible bond sale NEW YORK, July 20 (Reuters) - Novellus Systems Inc. (NasdaqNM:NVLS - news) fell to $47 from Thursday's close of $50.25 after the semiconductor equipment maker said on Thursday after exchanges closed that it is privately selling about $800 million of 30-year zero-coupon bonds convertible into Novellus stock. The company reported on Monday a 24 percent decline in second-quarter net income from a year ago. A convertible bond is a hybrid security that usually offers current income -- zero-coupon bonds do not -- and can be converted into company stock. Shares often fall after a company announces a sale because some investors sell the underlying stock short, the bonds may dilute the stock, and bondholders rank ahead of shareholders in a company's capital structure.