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

To: Donald Wennerstrom who wrote (927)	8/5/2001 8:55:52 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95456

It was a big week for the group - up 6 percent. The SOX was up 7 percent and the NASDAQ 2 percent. As reported in the last post, "next year" earnings continue to go down while the group prices go up. The group PE "leaped" to 50 this week using "next year" earnings. 7/27/01 8/3/01 FST CALL NEXT FST CALL CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G NANO 29.85 34.66 16 0.75 46 25 1.85 ASYT 15.05 16.93 12 0.56 30 25 1.21 FSII 13.05 14.67 12 0.30 49 23 2.17 COHU 19.15 21.50 12 1.00 22 18 1.19 BRKS 46.32 51.95 12 1.34 39 25 1.55 PRIA 16.24 18.13 12 -0.24 28 LTXX 19.30 21.30 10 0.23 93 20 4.63 LRCX 28.08 30.60 9 0.81 38 20 1.89 ATMI 25.54 27.73 9 0.93 30 20 1.49 KLAC 53.91 58.46 8 1.86 31 25 1.26 AMAT 46.26 49.60 7 1.09 46 25 1.82 PLAB 20.57 21.86 6 0.83 26 23 1.15 ASML 19.52 20.57 5 0.25 82 25 3.34 VECO 39.20 41.21 5 1.83 23 25 0.90 CYMI 27.80 29.20 5 0.52 56 28 2.04 PHTN 38.17 39.97 5 0.41 97 30 3.25 KLIC 16.77 17.50 4 -0.04 20 SMTL 13.13 13.65 4 0.35 39 21 1.88 MTSN 13.76 14.30 4 0.38 38 25 1.51 TGAL 2.34 2.43 4 NVLS 51.64 53.37 3 1.19 45 25 1.79 SFAM 3.08 3.18 3 18 CMOS 20.80 21.42 3 -0.26 21 TER 33.97 34.90 3 0.11 317 23 13.79 UTEK 23.20 23.39 1 0.61 38 25 1.53 HELX 26.72 26.93 1 0.40 67 25 2.69 EGLS 16.48 16.59 1 -0.56 22 WFR 5.97 5.90 -1 -1.60 20 DPMI 40.20 39.60 -1 2.27 17 21 0.83 TOTALS 726.07 771.50 6 15.32 50 SOX-X 601.67 641.06 7 COMPQX2029.07 2066.33 2