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

To: Donald Wennerstrom who wrote (1222)	10/14/2001 3:49:58 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95391

Even though the earnings estimates continue to decrease, the semi-equips were up 14 percent this past week. The SOX was up 17 percent while the NASDAQ was up 6 percent. Only VECO and WFR were down for the week. 10/5/01 10/12/01 FST CALL NEXT FST CALL CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G SFAM 1.04 1.51 45 18 MTSN 4.05 5.24 29 -1.17 25 PRIA 10.30 13.25 29 -0.61 28 LTXX 11.55 14.15 23 0.24 59 23 2.62 CYMI 15.44 18.81 22 0.40 47 28 1.71 ASYT 8.70 10.59 22 -0.07 25 DPMI 29.25 35.33 21 1.67 21 21 1.01 PLAB 19.96 24.05 20 0.70 34 23 1.49 NVLS* 28.55 33.90 19 0.81 42 25 1.67 KLAC* 33.41 39.17 17 1.71 23 25 0.92 KLIC 11.25 13.17 17 -0.23 20 BRKS 31.60 36.67 16 -0.39 25 TER* 21.40 24.55 15 -0.16 23 UTEK 12.11 13.88 15 0.34 41 25 1.63 LRCX 17.47 19.93 14 0.52 38 25 1.53 HELX 16.47 18.76 14 0.16 117 25 4.69 ASML 12.88 14.63 14 0.01 1463 25 59.38 NANO 18.35 20.76 13 0.28 74 25 2.97 ATMI 16.76 18.95 13 -0.15 20 CMOS 11.86 13.40 13 -0.98 21 AMAT* 31.55 35.16 11 0.59 60 25 2.38 TGAL 1.35 1.49 10 PHTN 25.66 27.55 7 0.33 83 28 3.04 EGLS 13.52 14.49 7 -1.62 22 SMTL 9.06 9.60 6 0.35 27 21 1.32 COHU 16.85 17.70 5 0.34 52 18 2.89 FSII 9.19 9.35 2 -0.06 23 VECO 28.59 27.67 -3 1.62 17 25 0.68 WFR 2.51 2.21 -12 -2.00 20 TOTALS 470.68 535.92 14 2.63 204 SOX-X 406.10 473.78 17 COMPQX1605.30 1703.40 6 * STOCKS INCLUDED IN SOX INDEX